Purchases and Sales Made in Q2 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34+ 4.08% |
$8.62K - $11.7K
|
867
$434K
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
33+ 1.42% |
$8.37K - $11.3K
|
2.37K
$1.18M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
33New |
$8.37K - $11.3K
|
33
$16.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
30+ 4.2% |
$7.61K - $10.3K
|
745
$373K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 12.82% |
$7.61K - $10.3K
|
264
$132K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
28+ 28.87% |
$7.1K - $9.61K
|
125
$62.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
28+ 50.0% |
$7.1K - $9.61K
|
84
$42K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.94% |
$6.34K - $8.58K
|
2.68K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
25+ 3.36% |
$6.34K - $8.58K
|
769
$385K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 29.41% |
$6.34K - $8.58K
|
110
$55K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
25+ 9.4% |
$6.34K - $8.58K
|
291
$146K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24+ 63.16% |
$6.09K - $8.24K
|
62
$31K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23+ 1.88% |
$5.83K - $7.9K
|
1.25K
$623K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
23+ 13.61% |
$5.83K - $7.9K
|
192
$96.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
21New |
$5.33K - $7.21K
|
21
$10.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 200.0% |
$5.07K - $6.87K
|
30
$15K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
20+ 0.82% |
$5.07K - $6.87K
|
2.45K
$1.22M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19+ 1.84% |
$4.82K - $6.52K
|
1.05K
$527K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18+ 2.06% |
$4.57K - $6.18K
|
892
$446K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18+ 0.49% |
$4.57K - $6.18K
|
3.67K
$1.84M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 11.54% |
$4.57K - $6.18K
|
174
$87K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 4.44% |
$4.57K - $6.18K
|
423
$212K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
18+ 1.86% |
$4.57K - $6.18K
|
986
$493K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17New |
$4.31K - $5.84K
|
17
$8.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$3.8K - $5.15K
|
15
$7.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.47% |
$3.8K - $5.15K
|
3.23K
$1.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 66.67% |
$3.55K - $4.81K
|
35
$17.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 1.27% |
$3.3K - $4.46K
|
1.03K
$517K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$3.3K - $4.46K
|
13
$6.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13+ 0.2% |
$3.3K - $4.46K
|
6.44K
$3.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 23.21% |
$3.3K - $4.46K
|
69
$34.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
11New |
$2.79K - $3.78K
|
11
$5.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
11+ 5.24% |
$2.79K - $3.78K
|
221
$111K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
11+ 18.03% |
$2.79K - $3.78K
|
72
$36K
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 1.06% |
$2.54K - $3.43K
|
954
$477K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 41.67% |
$2.54K - $3.43K
|
34
$17K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
9New |
$2.28K - $3.09K
|
9
$4.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 81.82% |
$2.28K - $3.09K
|
20
$10K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$2.28K - $3.09K
|
9
$4.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 63.64% |
$1.78K - $2.4K
|
18
$9.01K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
7+ 2.27% |
$1.78K - $2.4K
|
316
$158K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
6New |
$1.52K - $2.06K
|
6
$3K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
6+ 2.78% |
$1.52K - $2.06K
|
222
$111K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$1.52K - $2.06K
|
6
$3K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 1.22% |
$1.27K - $1.72K
|
414
$207K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.55% |
$1.27K - $1.72K
|
918
$459K
|
|
|
Aug 12, 2022
Q2 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.11% |
$1.27K - $1.72K
|
4.76K
$2.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
4+ 0.1% |
$1.01K - $1.37K
|
4.03K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 0.4% |
$761 - $1.03K
|
760
$380K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
3+ 0.31% |
$761 - $1.03K
|
958
$479K
|