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 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
543New |
$190K - $221K
|
543
$270K
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
541New |
$189K - $220K
|
541
$269K
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
537New |
$188K - $218K
|
537
$267K
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
534New |
$187K - $217K
|
534
$266K
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
528New |
$185K - $215K
|
528
$263K
|
|
Jan 18, 2022
Q4 2021
|
Reliant Investment Management, LLC
|
BUY
|
- |
528New |
$185K - $215K
|
528
$263K
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
526New |
$184K - $214K
|
526
$262K
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
526New |
$184K - $214K
|
526
$262K
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
525New |
$184K - $214K
|
525
$261K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
522+ 2.05% |
$183K - $212K
|
25.9K
$12.9M
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
520New |
$182K - $211K
|
520
$259K
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
518New |
$181K - $211K
|
518
$258K
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
BUY
|
- |
516New |
$180K - $210K
|
516
$257K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
511New |
$179K - $208K
|
511
$254K
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
510+ 17.48% |
$178K - $207K
|
3.43K
$1.71M
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
506+ 2.81% |
$177K - $206K
|
18.5K
$9.23M
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500New |
$175K - $203K
|
500
$249K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
488+ 11.15% |
$171K - $198K
|
4.87K
$2.42M
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
466+ 0.46% |
$163K - $190K
|
101K
$50.4M
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
460+ 0.67% |
$161K - $187K
|
69K
$34.3M
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
458+ 8.45% |
$160K - $186K
|
5.88K
$2.92M
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
455+ 33.21% |
$159K - $185K
|
1.83K
$908K
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
450+ 2.13% |
$157K - $183K
|
21.6K
$10.7M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
447+ 5.32% |
$156K - $182K
|
8.85K
$4.4M
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
439+ 97.77% |
$154K - $179K
|
888
$442K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
411+ 195.71% |
$144K - $167K
|
621
$309K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
402+ 63.71% |
$141K - $163K
|
1.03K
$514K
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
393New |
$137K - $160K
|
393
$196K
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
387+ 7.29% |
$135K - $157K
|
5.7K
$2.83M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
378+ 10.8% |
$132K - $154K
|
3.88K
$1.93M
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
378+ 1.4% |
$132K - $154K
|
27.4K
$13.7M
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
377+ 7.97% |
$132K - $153K
|
5.11K
$2.54M
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
375+ 40.24% |
$131K - $153K
|
1.31K
$650K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
347+ 100.58% |
$121K - $141K
|
692
$344K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
339+ 2.02% |
$119K - $138K
|
17.1K
$8.52M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
339+ 57.46% |
$119K - $138K
|
929
$462K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
330+ 3.47% |
$115K - $134K
|
9.83K
$4.89M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
330+ 2.98% |
$115K - $134K
|
11.4K
$5.68M
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
326+ 3.43% |
$114K - $133K
|
9.83K
$4.89M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
317+ 16.21% |
$111K - $129K
|
2.27K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
308+ 12.45% |
$108K - $125K
|
2.78K
$1.38M
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
301+ 36.71% |
$105K - $122K
|
1.12K
$558K
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300New |
$105K - $122K
|
300
$149K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
300+ 1.02% |
$105K - $122K
|
29.6K
$14.7M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
296+ 3.47% |
$104K - $120K
|
8.82K
$4.39M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
295+ 4.74% |
$103K - $120K
|
6.52K
$3.24M
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
295New |
$103K - $120K
|
295
$147K
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
294+ 0.9% |
$103K - $120K
|
32.9K
$16.4M
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
289+ 3.03% |
$101K - $118K
|
9.84K
$4.89M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
287+ 23.11% |
$100K - $117K
|
1.53K
$761K
|