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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.78% |
$10.6K - $14K
|
5.79K
$2.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
41+ 12.73% |
$9.65K - $12.7K
|
363
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
40+ 2.85% |
$9.41K - $12.4K
|
1.44K
$713K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
40New |
$9.41K - $12.4K
|
40
$19.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 39.58% |
$8.94K - $11.8K
|
134
$66.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
36+ 3.65% |
$8.47K - $11.2K
|
1.02K
$504K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33+ 0.57% |
$7.76K - $10.2K
|
5.81K
$2.87M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
33+ 15.28% |
$7.76K - $10.2K
|
249
$123K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
32New |
$7.53K - $9.93K
|
32
$15.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 0.49% |
$6.59K - $8.69K
|
5.78K
$2.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
28+ 3.41% |
$6.59K - $8.69K
|
850
$420K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
28+ 2.62% |
$6.59K - $8.69K
|
1.1K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.84% |
$6.35K - $8.38K
|
3.24K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 83.33% |
$5.88K - $7.76K
|
55
$27.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 13.79% |
$5.65K - $7.45K
|
198
$97.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24New |
$5.65K - $7.45K
|
24
$11.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
22New |
$5.18K - $6.83K
|
22
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
21+ 0.67% |
$4.94K - $6.52K
|
3.15K
$1.56M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
20+ 0.47% |
$4.71K - $6.21K
|
4.28K
$2.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
18+ 9.09% |
$4.23K - $5.59K
|
216
$107K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 166.67% |
$3.53K - $4.66K
|
24
$11.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
15+ 18.07% |
$3.53K - $4.66K
|
98
$48.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
14+ 3.0% |
$3.29K - $4.35K
|
480
$237K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
14New |
$3.29K - $4.35K
|
14
$6.91K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 11.48% |
$3.29K - $4.35K
|
136
$67.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
12+ 0.41% |
$2.82K - $3.72K
|
2.94K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 44.0% |
$2.59K - $3.41K
|
36
$17.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
11+ 4.98% |
$2.59K - $3.41K
|
232
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 1.38% |
$2.59K - $3.41K
|
808
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
11+ 91.67% |
$2.59K - $3.41K
|
23
$11.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
10+ 0.13% |
$2.35K - $3.1K
|
7.46K
$3.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
9+ 0.08% |
$2.12K - $2.79K
|
10.8K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9New |
$2.12K - $2.79K
|
9
$4.44K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 31.03% |
$2.12K - $2.79K
|
38
$18.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
7+ 0.56% |
$1.65K - $2.17K
|
1.25K
$619K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 175.0% |
$1.65K - $2.17K
|
11
$5.43K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7New |
$1.65K - $2.17K
|
7
$3.46K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$1.41K - $1.86K
|
6
$2.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6New |
$1.41K - $1.86K
|
6
$2.96K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6+ 0.15% |
$1.41K - $1.86K
|
3.92K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
6+ 0.11% |
$1.41K - $1.86K
|
5.7K
$2.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6+ 1.71% |
$1.41K - $1.86K
|
356
$176K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
5+ 0.48% |
$1.18K - $1.55K
|
1.04K
$515K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.18K - $1.55K
|
5
$2.47K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5New |
$1.18K - $1.55K
|
5
$2.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5+ 0.14% |
$1.18K - $1.55K
|
3.7K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 1.67% |
$941 - $1.24K
|
244
$120K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$706 - $931
|
2.7K
$1.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
3+ 15.79% |
$706 - $931
|
22
$10.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$706 - $931
|
864
$427K
|