Purchases and Sales Made in Q1 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
135+ 6.78% |
$40.7K - $52.1K
|
2.13K
$1.06M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
134New |
$40.4K - $51.8K
|
134
$67K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
128+ 3.3% |
$38.6K - $49.4K
|
4.01K
$2M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
121+ 53.07% |
$36.5K - $46.7K
|
349
$175K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
117+ 10.58% |
$35.3K - $45.2K
|
1.22K
$612K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
115New |
$34.7K - $44.4K
|
115
$57.5K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
112+ 13.18% |
$33.7K - $43.3K
|
962
$481K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
111+ 18.59% |
$33.4K - $42.9K
|
708
$354K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
107+ 4.99% |
$32.2K - $41.3K
|
2.25K
$1.13M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
105+ 9.62% |
$31.6K - $40.6K
|
1.2K
$598K
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
102+ 1.09% |
$30.7K - $39.4K
|
9.46K
$4.73M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.99% |
$30.1K - $38.6K
|
10.2K
$5.1M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
93+ 15.32% |
$28K - $35.9K
|
700
$350K
|
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
92+ 2.53% |
$27.7K - $35.5K
|
3.73K
$1.87M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
89+ 0.95% |
$26.8K - $34.4K
|
9.46K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
82+ 8.71% |
$24.7K - $31.7K
|
1.02K
$512K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
80+ 16.36% |
$24.1K - $30.9K
|
569
$285K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
75+ 32.05% |
$22.6K - $29K
|
309
$155K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
75+ 21.25% |
$22.6K - $29K
|
428
$214K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72+ 8.14% |
$21.7K - $27.8K
|
956
$478K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
72+ 4.92% |
$21.7K - $27.8K
|
1.54K
$768K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
71+ 7.3% |
$21.4K - $27.4K
|
1.04K
$522K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
69+ 1.41% |
$20.8K - $26.7K
|
4.95K
$2.47M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
69+ 10.33% |
$20.8K - $26.7K
|
737
$369K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
68+ 3.0% |
$20.5K - $26.3K
|
2.34K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
67+ 10.24% |
$20.2K - $25.9K
|
721
$361K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
66+ 6.92% |
$19.9K - $25.5K
|
1.02K
$510K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
66New |
$19.9K - $25.5K
|
66
$33K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
65New |
$19.6K - $25.1K
|
65
$32.5K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
64New |
$19.3K - $24.7K
|
64
$32K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
64+ 2.49% |
$19.3K - $24.7K
|
2.64K
$1.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
64+ 3.53% |
$19.3K - $24.7K
|
1.88K
$938K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
62+ 177.14% |
$18.7K - $23.9K
|
97
$48.5K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
60+ 3.84% |
$18.1K - $23.2K
|
1.62K
$812K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
59New |
$17.8K - $22.8K
|
59
$29.5K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
56New |
$16.9K - $21.6K
|
56
$28K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
54+ 10.27% |
$16.3K - $20.9K
|
580
$290K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
52+ 6.78% |
$15.7K - $20.1K
|
819
$410K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
50+ 454.55% |
$15.1K - $19.3K
|
61
$30.5K
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
49+ 1.98% |
$14.8K - $18.9K
|
2.53K
$1.26M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 25.81% |
$14.5K - $18.5K
|
234
$117K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
47+ 2.11% |
$14.2K - $18.2K
|
2.27K
$1.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
46+ 6.88% |
$13.9K - $17.8K
|
715
$358K
|
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
45+ 1.12% |
$13.6K - $17.4K
|
4.08K
$2.04M
|
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
45+ 2.54% |
$13.6K - $17.4K
|
1.82K
$909K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
43+ 2.3% |
$13K - $16.6K
|
1.91K
$956K
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
BUY
|
- |
43+ 0.4% |
$13K - $16.6K
|
10.7K
$5.36M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42+ 1.29% |
$12.7K - $16.2K
|
3.3K
$1.65M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42+ 8.92% |
$12.7K - $16.2K
|
513
$257K
|
|
|
Jun 14, 2024
Q1 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
42+ 1.18% |
$12.7K - $16.2K
|
3.61K
$1.81M
|