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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
898New |
$314K - $365K
|
898
$449K
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
884+ 3.57% |
$309K - $360K
|
25.6K
$12.8M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
868+ 116.82% |
$304K - $353K
|
1.61K
$806K
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
849+ 0.5% |
$297K - $345K
|
171K
$85.4M
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
837New |
$293K - $340K
|
837
$419K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
825+ 4.55% |
$289K - $336K
|
19K
$9.49M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
800New |
$280K - $325K
|
800
$400K
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
788New |
$276K - $320K
|
788
$394K
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
778+ 45.42% |
$272K - $316K
|
2.49K
$1.25M
|
|
May 03, 2022
Q4 2021
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
770New |
$269K - $313K
|
770
$385K
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
760New |
$266K - $309K
|
760
$380K
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
756+ 23.12% |
$264K - $307K
|
4.03K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
747+ 0.66% |
$261K - $304K
|
114K
$56.9M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
744+ 5.1% |
$260K - $303K
|
15.3K
$7.67M
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
741+ 36.41% |
$259K - $301K
|
2.78K
$1.39M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
740New |
$259K - $301K
|
740
$370K
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
740New |
$259K - $301K
|
740
$370K
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
729+ 6.86% |
$255K - $296K
|
11.4K
$5.68M
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
700New |
$245K - $285K
|
700
$350K
|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
700New |
$245K - $285K
|
700
$350K
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
700+ 92.11% |
$245K - $285K
|
1.46K
$730K
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
668New |
$234K - $272K
|
668
$334K
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
661New |
$231K - $269K
|
661
$331K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
648+ 49.62% |
$227K - $264K
|
1.95K
$978K
|
|
Jan 28, 2022
Q4 2021
|
Saybrook Capital
|
BUY
|
- |
643New |
$225K - $262K
|
643
$322K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments America Inc.
Toronto, A6 |
BUY
|
- |
638+ 2.44% |
$223K - $259K
|
26.8K
$13.4M
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
634New |
$222K - $258K
|
634
$317K
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
616New |
$215K - $251K
|
616
$308K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
615New |
$215K - $250K
|
615
$308K
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
610+ 884.06% |
$213K - $248K
|
679
$340K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
609+ 11.89% |
$213K - $248K
|
5.73K
$2.87M
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
601+ 87.99% |
$210K - $244K
|
1.28K
$642K
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 7.89% |
$210K - $244K
|
8.2K
$4.1M
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
600New |
$210K - $244K
|
600
$300K
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
598New |
$209K - $243K
|
598
$299K
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
580New |
$203K - $236K
|
580
$290K
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
574+ 2.46% |
$201K - $233K
|
23.9K
$12M
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
573+ 0.54% |
$200K - $233K
|
108K
$53.8M
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
572+ 7.9% |
$200K - $233K
|
7.82K
$3.91M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
570+ 15.57% |
$199K - $232K
|
4.23K
$2.12M
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
568New |
$199K - $231K
|
568
$284K
|
|
Jun 14, 2024
Q4 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
563+ 18.74% |
$197K - $229K
|
3.57K
$1.78M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
561New |
$196K - $228K
|
561
$281K
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
560New |
$196K - $228K
|
560
$280K
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
556New |
$194K - $226K
|
556
$278K
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
550New |
$192K - $224K
|
550
$275K
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
547+ 1.82% |
$191K - $222K
|
30.7K
$15.3M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
544New |
$190K - $221K
|
544
$272K
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
544New |
$190K - $221K
|
544
$272K
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
544New |
$190K - $221K
|
544
$272K
|