Purchases and Sales Made in Q4 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 2022. 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 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
682New |
$160K - $212K
|
682
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
659+ 15.46% |
$155K - $205K
|
4.92K
$2.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
657+ 2.93% |
$155K - $204K
|
23.1K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
656+ 3.0% |
$154K - $204K
|
22.5K
$11.1M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
656+ 56.07% |
$154K - $204K
|
1.83K
$901K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
628+ 6.24% |
$148K - $195K
|
10.7K
$5.28M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
627+ 0.65% |
$148K - $195K
|
97.6K
$48.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
623New |
$147K - $193K
|
623
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
616+ 98.88% |
$145K - $191K
|
1.24K
$612K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
606New |
$143K - $188K
|
606
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
600+ 6.49% |
$141K - $186K
|
9.85K
$4.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600New |
$141K - $186K
|
600
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
580+ 26.77% |
$136K - $180K
|
2.75K
$1.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
569+ 47.69% |
$134K - $177K
|
1.76K
$870K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
549+ 610.0% |
$129K - $170K
|
639
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
531+ 22.15% |
$125K - $165K
|
2.93K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
506+ 4.57% |
$119K - $157K
|
11.6K
$5.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
501+ 6.22% |
$118K - $155K
|
8.55K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
487+ 6.22% |
$115K - $151K
|
8.31K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
476+ 1.03% |
$112K - $148K
|
46.7K
$23.1M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
473+ 1.01% |
$111K - $147K
|
47.2K
$23.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
472+ 27.38% |
$111K - $146K
|
2.2K
$1.08M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466New |
$110K - $145K
|
466
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
462+ 20.85% |
$109K - $143K
|
2.68K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
460+ 4.73% |
$108K - $143K
|
10.2K
$5.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
447+ 3.88% |
$105K - $139K
|
12K
$5.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
430+ 4.06% |
$101K - $133K
|
11K
$5.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
424+ 0.81% |
$99.7K - $132K
|
52.5K
$25.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
421+ 3.95% |
$99K - $131K
|
11.1K
$5.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
420+ 0.43% |
$98.8K - $130K
|
97.7K
$48.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
418+ 2.35% |
$98.3K - $130K
|
18.2K
$8.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
403+ 1.83% |
$94.8K - $125K
|
22.5K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
400+ 0.19% |
$94.1K - $124K
|
214K
$106M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
398+ 176.89% |
$93.6K - $124K
|
623
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
393+ 12.13% |
$92.5K - $122K
|
3.63K
$1.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
392+ 6.27% |
$92.2K - $122K
|
6.65K
$3.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
387+ 16.57% |
$91K - $120K
|
2.72K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
378+ 0.3% |
$88.9K - $117K
|
128K
$63.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
377+ 9.2% |
$88.7K - $117K
|
4.48K
$2.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
375+ 29.6% |
$88.2K - $116K
|
1.64K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
374+ 6.11% |
$88K - $116K
|
6.5K
$3.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
371+ 44.81% |
$87.3K - $115K
|
1.2K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
371+ 4.65% |
$87.3K - $115K
|
8.35K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
362+ 34.41% |
$85.2K - $112K
|
1.41K
$698K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
334New |
$78.6K - $104K
|
334
$165K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
330+ 8.4% |
$77.6K - $102K
|
4.26K
$2.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
325+ 13.7% |
$76.5K - $101K
|
2.7K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
325New |
$76.5K - $101K
|
325
$160K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
320+ 3.36% |
$75.3K - $99.3K
|
9.85K
$4.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
318+ 20.62% |
$74.8K - $98.7K
|
1.86K
$918K
|