Purchases and Sales Made in Q4 2021 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 2021. 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 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$3.5K - $4.07K
|
10
$5K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
9+ 0.43% |
$3.15K - $3.66K
|
2.11K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9+ 0.82% |
$3.15K - $3.66K
|
1.11K
$553K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8New |
$2.8K - $3.25K
|
8
$4K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$2.8K - $3.25K
|
5.41K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
8+ 10.39% |
$2.8K - $3.25K
|
85
$42.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8+ 0.03% |
$2.8K - $3.25K
|
24.1K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.26% |
$2.45K - $2.85K
|
2.7K
$1.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.97% |
$2.45K - $2.85K
|
726
$363K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 1.97% |
$2.1K - $2.44K
|
310
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
6+ 1.97% |
$2.1K - $2.44K
|
311
$156K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
5+ 0.32% |
$1.75K - $2.03K
|
1.57K
$784K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
5+ 0.21% |
$1.75K - $2.03K
|
2.41K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5New |
$1.75K - $2.03K
|
5
$2.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$1.75K - $2.03K
|
5
$2.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
4+ 2.45% |
$1.4K - $1.63K
|
167
$83.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.12% |
$1.4K - $1.63K
|
3.21K
$1.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.36% |
$1.4K - $1.63K
|
1.11K
$556K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$1.05K - $1.22K
|
3
$1.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
3+ 0.05% |
$1.05K - $1.22K
|
6.54K
$3.27M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
3+ 0.42% |
$1.05K - $1.22K
|
715
$358K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.05K - $1.22K
|
3
$1.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 1.5% |
$1.05K - $1.22K
|
203
$102K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
3New |
$1.05K - $1.22K
|
3
$1.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.64% |
$1.05K - $1.22K
|
186
$93.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3+ 0.15% |
$1.05K - $1.22K
|
1.99K
$996K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2+ 8.7% |
$699 - $813
|
25
$12.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2New |
$699 - $813
|
2
$1K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1+ 0.09% |
$350 - $407
|
1.16K
$582K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.02% |
$350 - $407
|
5.23K
$2.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.09% |
$350 - $407
|
1.07K
$535K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 2.7% |
$350 - $407
|
38
$19K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.13% |
$350 - $407
|
760
$380K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.11% |
$350 - $407
|
950
$475K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1Closed |
$350 - $407
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 3.57% |
$350 - $407
|
27
$13.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1- 0.01% |
$350 - $407
|
8.1K
$4.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$350 - $407
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-2- 0.05% |
$699 - $813
|
4.02K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.23% |
$699 - $813
|
850
$425K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$699 - $813
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3- 0.39% |
$1.05K - $1.22K
|
757
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.47% |
$1.4K - $1.63K
|
850
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4- 0.58% |
$1.4K - $1.63K
|
683
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-4- 0.22% |
$1.4K - $1.63K
|
1.82K
$911K
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-5- 0.62% |
$1.75K - $2.03K
|
805
$403K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-5- 0.71% |
$1.75K - $2.03K
|
698
$349K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 0.32% |
$1.75K - $2.03K
|
1.55K
$776K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5- 0.16% |
$1.75K - $2.03K
|
3.1K
$1.55M
|