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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
123New |
$43K - $50K
|
123
$60.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
121+ 1.19% |
$42.3K - $49.2K
|
10.3K
$5.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 13.97% |
$41.6K - $48.4K
|
971
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
117New |
$40.9K - $47.6K
|
117
$57.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
113+ 4.65% |
$39.5K - $46K
|
2.54K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
111+ 0.54% |
$38.8K - $45.1K
|
20.6K
$10.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
109+ 4.88% |
$38.1K - $44.3K
|
2.34K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
108+ 13.74% |
$37.8K - $43.9K
|
894
$441K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
106New |
$37.1K - $43.1K
|
106
$52.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
103+ 0.48% |
$36K - $41.9K
|
21.4K
$10.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
100+ 8.83% |
$35K - $40.7K
|
1.23K
$609K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
100New |
$35K - $40.7K
|
100
$49.4K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
97+ 0.97% |
$33.9K - $39.4K
|
10.1K
$4.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
95+ 12.03% |
$33.2K - $38.6K
|
885
$437K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
91+ 12.83% |
$31.8K - $37K
|
800
$395K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
82+ 52.23% |
$28.7K - $33.3K
|
239
$118K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
81+ 2.61% |
$28.3K - $32.9K
|
3.18K
$1.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
81+ 0.45% |
$28.3K - $32.9K
|
18.2K
$8.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
81+ 0.21% |
$28.3K - $32.9K
|
39K
$19.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
79+ 18.41% |
$27.6K - $32.1K
|
508
$251K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
79+ 4.66% |
$27.6K - $32.1K
|
1.78K
$877K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
75+ 16.63% |
$26.2K - $30.5K
|
526
$260K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
74+ 2.07% |
$25.9K - $30.1K
|
3.65K
$1.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
71+ 0.14% |
$24.8K - $28.9K
|
49.5K
$24.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
71+ 9.86% |
$24.8K - $28.9K
|
791
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
70+ 8.04% |
$24.5K - $28.5K
|
941
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
69+ 9.4% |
$24.1K - $28.1K
|
803
$396K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
67+ 4.48% |
$23.4K - $27.2K
|
1.56K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
64+ 2.65% |
$22.4K - $26K
|
2.48K
$1.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
63+ 31.5% |
$22K - $25.6K
|
263
$130K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
63+ 2.87% |
$22K - $25.6K
|
2.26K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
61+ 4.61% |
$21.3K - $24.8K
|
1.39K
$684K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
60New |
$21K - $24.4K
|
60
$29.6K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
60+ 0.78% |
$21K - $24.4K
|
7.72K
$3.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57New |
$19.9K - $23.2K
|
57
$28.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
57+ 9.33% |
$19.9K - $23.2K
|
668
$330K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
57+ 1.34% |
$19.9K - $23.2K
|
4.31K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
56New |
$19.6K - $22.8K
|
56
$27.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
56+ 0.6% |
$19.6K - $22.8K
|
9.36K
$4.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
55+ 2.63% |
$19.2K - $22.4K
|
2.15K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
54+ 0.63% |
$18.9K - $22K
|
8.6K
$4.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
54+ 0.76% |
$18.9K - $22K
|
7.2K
$3.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
54+ 0.16% |
$18.9K - $22K
|
34.5K
$17.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
53+ 1.62% |
$18.5K - $21.6K
|
3.33K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 3.75% |
$18.2K - $21.1K
|
1.44K
$710K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
52+ 1040.0% |
$18.2K - $21.1K
|
57
$28.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
51+ 16.89% |
$17.8K - $20.7K
|
353
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
50+ 0.32% |
$17.5K - $20.3K
|
15.7K
$7.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
49+ 4.17% |
$17.1K - $19.9K
|
1.22K
$604K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
42+ 0.14% |
$14.7K - $17.1K
|
29.4K
$14.5M
|