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 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
161+ 2.99% |
$37.9K - $50K
|
5.55K
$2.79M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
157New |
$36.9K - $48.7K
|
157
$78.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
157+ 6.86% |
$36.9K - $48.7K
|
2.45K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
155+ 4.33% |
$36.5K - $48.1K
|
3.73K
$1.88M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
152+ 7.33% |
$35.8K - $47.2K
|
2.23K
$1.12M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
140+ 0.64% |
$32.9K - $43.5K
|
22.1K
$11.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
139+ 45.13% |
$32.7K - $43.1K
|
447
$225K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
130New |
$30.6K - $40.3K
|
130
$65.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
130+ 3.79% |
$30.6K - $40.3K
|
3.56K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
128+ 10.6% |
$30.1K - $39.7K
|
1.34K
$671K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
128+ 2.08% |
$30.1K - $39.7K
|
6.29K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
127+ 13.67% |
$29.9K - $39.4K
|
1.06K
$531K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
123+ 7.67% |
$28.9K - $38.2K
|
1.73K
$867K
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
119+ 0.17% |
$28K - $36.9K
|
69.4K
$34.9M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117+ 10.3% |
$27.5K - $36.3K
|
1.25K
$629K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
116+ 4.64% |
$27.3K - $36K
|
2.61K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
113+ 11.78% |
$26.6K - $35.1K
|
1.07K
$539K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
112+ 4.5% |
$26.3K - $34.8K
|
2.6K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
107+ 86.99% |
$25.2K - $33.2K
|
230
$116K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
102+ 0.56% |
$24K - $31.7K
|
18.4K
$9.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
102+ 7.84% |
$24K - $31.7K
|
1.4K
$705K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102+ 3.49% |
$24K - $31.7K
|
3.03K
$1.52M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
102New |
$24K - $31.7K
|
102
$51.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.99% |
$23.5K - $31K
|
10.2K
$5.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 43.48% |
$23.5K - $31K
|
330
$166K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
97+ 3.18% |
$22.8K - $30.1K
|
3.15K
$1.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
96+ 27.04% |
$22.6K - $29.8K
|
451
$227K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
93+ 13.64% |
$21.9K - $28.9K
|
775
$389K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
93+ 2.26% |
$21.9K - $28.9K
|
4.2K
$2.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
92+ 0.71% |
$21.6K - $28.6K
|
13K
$6.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
91+ 3.87% |
$21.4K - $28.2K
|
2.44K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
90+ 7.81% |
$21.2K - $27.9K
|
1.24K
$624K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
90+ 1.54% |
$21.2K - $27.9K
|
5.93K
$2.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
88+ 1.37% |
$20.7K - $27.3K
|
6.53K
$3.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
80+ 2.37% |
$18.8K - $24.8K
|
3.46K
$1.74M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
80+ 2.63% |
$18.8K - $24.8K
|
3.12K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
80+ 2.96% |
$18.8K - $24.8K
|
2.78K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
78New |
$18.3K - $24.2K
|
78
$39.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
75+ 5.83% |
$17.6K - $23.3K
|
1.36K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
75+ 0.56% |
$17.6K - $23.3K
|
13.4K
$6.73M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
75New |
$17.6K - $23.3K
|
75
$37.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
68+ 0.15% |
$16K - $21.1K
|
45.8K
$23M
|
|
|
Feb 10, 2023
Q4 2022
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
67+ 0.29% |
$15.8K - $20.8K
|
22.9K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
67+ 1.18% |
$15.8K - $20.8K
|
5.76K
$2.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 9.1% |
$15.3K - $20.2K
|
779
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 11.09% |
$15.1K - $19.9K
|
641
$322K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62+ 2.3% |
$14.6K - $19.2K
|
2.76K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61+ 1.3% |
$14.4K - $18.9K
|
4.75K
$2.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
60+ 1.34% |
$14.1K - $18.6K
|
4.54K
$2.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
59+ 4.65% |
$13.9K - $18.3K
|
1.33K
$667K
|