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 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
3+ 0.13% |
$761 - $1.03K
|
2.27K
$1.14M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.18% |
$507 - $687
|
1.1K
$551K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2New |
$507 - $687
|
2
$1K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2New |
$507 - $687
|
2
$1K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 3.13% |
$254 - $343
|
33
$16.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 33.33% |
$254 - $343
|
4
$2K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 1.89% |
$254 - $343
|
54
$27K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1New |
$254 - $343
|
1
$500
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.02% |
$254 - $343
|
5.18K
$2.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.04% |
$254 - $343
|
2.49K
$1.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1- 50.0% |
$254 - $343
|
1
$500
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.41% |
$507 - $687
|
489
$245K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2- 0.23% |
$507 - $687
|
876
$438K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2- 0.25% |
$507 - $687
|
788
$394K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2- 0.14% |
$507 - $687
|
1.48K
$738K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$507 - $687
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3- 0.05% |
$761 - $1.03K
|
6.46K
$3.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 30.0% |
$761 - $1.03K
|
7
$3.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3- 0.21% |
$761 - $1.03K
|
1.45K
$723K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-3Closed |
$761 - $1.03K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.13% |
$1.01K - $1.37K
|
3.01K
$1.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-4- 0.01% |
$1.01K - $1.37K
|
32.5K
$16.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4- 0.26% |
$1.01K - $1.37K
|
1.55K
$775K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4Closed |
$1.01K - $1.37K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.56% |
$1.27K - $1.72K
|
883
$442K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 9.8% |
$1.27K - $1.72K
|
46
$23K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5- 0.25% |
$1.27K - $1.72K
|
2K
$1M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.6% |
$1.27K - $1.72K
|
824
$412K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6- 0.72% |
$1.52K - $2.06K
|
825
$413K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-6- 2.43% |
$1.52K - $2.06K
|
241
$121K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 4.03% |
$1.52K - $2.06K
|
143
$71.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 36.0% |
$2.28K - $3.09K
|
16
$8K
|
|
|
Aug 11, 2022
Q2 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-10- 3.39% |
$2.54K - $3.43K
|
285
$143K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-10- 1.31% |
$2.54K - $3.43K
|
751
$376K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12- 0.51% |
$3.04K - $4.12K
|
2.33K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-12Closed |
$3.04K - $4.12K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 38.71% |
$3.04K - $4.12K
|
19
$9.51K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-13- 0.52% |
$3.3K - $4.46K
|
2.48K
$1.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-14- 21.88% |
$3.55K - $4.81K
|
50
$25K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-14- 1.27% |
$3.55K - $4.81K
|
1.09K
$546K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 6.82% |
$3.8K - $5.15K
|
205
$103K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15Closed |
$3.8K - $5.15K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16- 1.42% |
$4.06K - $5.49K
|
1.11K
$554K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17Closed |
$4.31K - $5.84K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 51.43% |
$4.57K - $6.18K
|
17
$8.5K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20- 66.67% |
$5.07K - $6.87K
|
10
$5K
|
|
|
Aug 08, 2022
Q2 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-20- 1.05% |
$5.07K - $6.87K
|
1.89K
$946K
|