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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
316+ 18.06% |
$74.3K - $98.1K
|
2.07K
$1.03M
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
312+ 12.44% |
$73.4K - $96.8K
|
2.82K
$1.4M
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
301+ 0.44% |
$70.8K - $93.4K
|
69.3K
$34.5M
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
296+ 2.37% |
$69.6K - $91.9K
|
12.8K
$6.36M
|
|
Feb 02, 2023
Q4 2022
|
Xxec, Inc.
|
BUY
|
- |
290+ 1.47% |
$68.2K - $90K
|
20K
$9.97M
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
284+ 1.06% |
$66.8K - $88.1K
|
27.1K
$13.5M
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
284+ 8.06% |
$66.8K - $88.1K
|
3.81K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
276New |
$64.9K - $85.7K
|
276
$137K
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
269+ 0.72% |
$63.3K - $83.5K
|
37.9K
$18.8M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
267New |
$62.8K - $82.9K
|
267
$133K
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
265+ 3.72% |
$62.3K - $82.2K
|
7.38K
$3.67M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
264New |
$62.1K - $81.9K
|
264
$131K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
261+ 27.05% |
$61.4K - $81K
|
1.23K
$610K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
255+ 30.29% |
$60K - $79.1K
|
1.1K
$546K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
250New |
$58.8K - $77.6K
|
250
$124K
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
243+ 0.66% |
$57.2K - $75.4K
|
37K
$18.4M
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
241New |
$56.7K - $74.8K
|
241
$120K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
241+ 1.89% |
$56.7K - $74.8K
|
13K
$6.45M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
233+ 90.66% |
$54.8K - $72.3K
|
490
$244K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
232New |
$54.6K - $72K
|
232
$115K
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
231+ 1.2% |
$54.3K - $71.7K
|
19.5K
$9.68M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
228+ 7.02% |
$53.6K - $70.8K
|
3.48K
$1.73M
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
224+ 2.09% |
$52.7K - $69.5K
|
10.9K
$5.44M
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
219+ 96.05% |
$51.5K - $68K
|
447
$222K
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
217+ 14.3% |
$51K - $67.4K
|
1.73K
$863K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
216New |
$50.8K - $67K
|
216
$107K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
209+ 0.6% |
$49.2K - $64.9K
|
35.2K
$17.5M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
201+ 8.72% |
$47.3K - $62.4K
|
2.51K
$1.25M
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
198+ 12.21% |
$46.6K - $61.5K
|
1.82K
$906K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
194+ 6466.67% |
$45.6K - $60.2K
|
197
$98K
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
194+ 10.85% |
$45.6K - $60.2K
|
1.98K
$986K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 151.59% |
$44.9K - $59.3K
|
317
$158K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
188New |
$44.2K - $58.3K
|
188
$93.5K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
186+ 7.58% |
$43.8K - $57.7K
|
2.64K
$1.31M
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
185New |
$43.5K - $57.4K
|
185
$92K
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
185New |
$43.5K - $57.4K
|
185
$92K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
181+ 3.3% |
$42.6K - $56.2K
|
5.66K
$2.82M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
181+ 5.98% |
$42.6K - $56.2K
|
3.21K
$1.6M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
176+ 20.37% |
$41.4K - $54.6K
|
1.04K
$517K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
172+ 19.28% |
$40.5K - $53.4K
|
1.06K
$529K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
171+ 10.22% |
$40.2K - $53.1K
|
1.84K
$917K
|
|
Feb 03, 2023
Q4 2022
|
Ycg, LLC
|
BUY
|
- |
166+ 0.09% |
$39.1K - $51.5K
|
188K
$93.4M
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
166New |
$39.1K - $51.5K
|
166
$82.6K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
165+ 3.98% |
$38.8K - $51.2K
|
4.31K
$2.15M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
161+ 2.99% |
$37.9K - $50K
|
5.55K
$2.76M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
161+ 2.82% |
$37.9K - $50K
|
5.88K
$2.92M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
157+ 6.86% |
$36.9K - $48.7K
|
2.45K
$1.22M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
157New |
$36.9K - $48.7K
|
157
$78.1K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
155+ 4.33% |
$36.5K - $48.1K
|
3.73K
$1.86M
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
152+ 7.33% |
$35.8K - $47.2K
|
2.23K
$1.11M
|