Purchases and Sales Made in Q4 2021 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 2021. The information is specifically focused on institutions that hold shares of MOODYS CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
42+ 5.79% |
$14.7K - $17.1K
|
767
$379K
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
42+ 19.44% |
$14.7K - $17.1K
|
258
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42+ 0.68% |
$14.7K - $17.1K
|
6.19K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
41+ 1.35% |
$14.3K - $16.7K
|
3.08K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
40+ 25.16% |
$14K - $16.3K
|
199
$98.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
39+ 4.56% |
$13.6K - $15.9K
|
894
$441K
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
38+ 1.51% |
$13.3K - $15.5K
|
2.56K
$1.26M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38+ 1.19% |
$13.3K - $15.5K
|
3.23K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38+ 1.07% |
$13.3K - $15.5K
|
3.59K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
37+ 0.89% |
$12.9K - $15K
|
4.18K
$2.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$12.9K - $15K
|
37
$18.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
36+ 4.77% |
$12.6K - $14.6K
|
790
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
35New |
$12.2K - $14.2K
|
35
$17.3K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
35New |
$12.2K - $14.2K
|
35
$17.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
33+ 7.53% |
$11.5K - $13.4K
|
471
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 2.65% |
$10.5K - $12.2K
|
1.16K
$574K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
30+ 4.9% |
$10.5K - $12.2K
|
642
$317K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28+ 12.02% |
$9.79K - $11.4K
|
261
$129K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
28+ 2.73% |
$9.79K - $11.4K
|
1.05K
$520K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27+ 3.15% |
$9.44K - $11K
|
884
$436K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27+ 3.37% |
$9.44K - $11K
|
829
$409K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25New |
$8.74K - $10.2K
|
25
$12.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25+ 4.01% |
$8.74K - $10.2K
|
648
$320K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
24+ 1.67% |
$8.39K - $9.76K
|
1.46K
$722K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
23+ 0.53% |
$8.04K - $9.35K
|
4.37K
$2.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22+ 2.84% |
$7.69K - $8.95K
|
796
$393K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
21New |
$7.34K - $8.54K
|
21
$10.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
21+ 3.32% |
$7.34K - $8.54K
|
654
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
21+ 0.12% |
$7.34K - $8.54K
|
17.6K
$8.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21+ 2.45% |
$7.34K - $8.54K
|
878
$433K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
20New |
$6.99K - $8.13K
|
20
$9.87K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$6.99K - $8.13K
|
20
$9.87K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.75% |
$6.99K - $8.13K
|
1.16K
$573K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
20+ 4.26% |
$6.99K - $8.13K
|
490
$242K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
19New |
$6.64K - $7.73K
|
19
$9.38K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
19New |
$6.64K - $7.73K
|
19
$9.38K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 7.69% |
$6.3K - $7.32K
|
252
$124K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.37% |
$5.6K - $6.51K
|
4.31K
$2.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15+ 1.57% |
$5.25K - $6.1K
|
973
$480K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15+ 1.6% |
$5.25K - $6.1K
|
953
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13+ 2.11% |
$4.55K - $5.29K
|
628
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 9.63% |
$4.55K - $5.29K
|
148
$73.1K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
13+ 1.4% |
$4.55K - $5.29K
|
944
$466K
|
|
|
Feb 11, 2022
Q4 2021
|
Hershey Trust CO
Hershey, PA |
BUY
|
- |
13New |
$4.55K - $5.29K
|
13
$6.42K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
12+ 5.41% |
$4.2K - $4.88K
|
234
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 9.45% |
$4.2K - $4.88K
|
139
$68.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11+ 0.12% |
$3.85K - $4.47K
|
8.82K
$4.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
11New |
$3.85K - $4.47K
|
11
$5.43K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$3.5K - $4.07K
|
10
$4.94K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
10+ 0.63% |
$3.5K - $4.07K
|
1.59K
$784K
|