Purchases and Sales Made in Q4 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-20- 2.4% |
$4.71K - $6.21K
|
814
$404K
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-21- 0.33% |
$4.94K - $6.52K
|
6.26K
$3.11M
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-21- 0.57% |
$4.94K - $6.52K
|
3.68K
$1.83M
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 2.06% |
$5.88K - $7.76K
|
1.19K
$591K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-26- 11.56% |
$6.12K - $8.07K
|
199
$98.8K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-27- 0.34% |
$6.35K - $8.38K
|
7.94K
$3.94M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 5.92% |
$6.59K - $8.69K
|
445
$221K
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-28- 0.42% |
$6.59K - $8.69K
|
6.7K
$3.32M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29- 0.56% |
$6.82K - $9K
|
5.16K
$2.56M
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-29- 3.27% |
$6.82K - $9K
|
859
$426K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-30- 8.55% |
$7.06K - $9.31K
|
321
$159K
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-30- 0.38% |
$7.06K - $9.31K
|
7.87K
$3.9M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-30- 83.33% |
$7.06K - $9.31K
|
6
$2.98K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-31- 0.49% |
$7.29K - $9.62K
|
6.29K
$3.12M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-32- 13.28% |
$7.53K - $9.93K
|
209
$104K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 35.48% |
$7.76K - $10.2K
|
60
$29.8K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-35- 3.66% |
$8.23K - $10.9K
|
922
$458K
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-35- 3.23% |
$8.23K - $10.9K
|
1.05K
$521K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-36- 3.13% |
$8.47K - $11.2K
|
1.12K
$554K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-37- 15.95% |
$8.7K - $11.5K
|
195
$96.8K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39- 0.74% |
$9.17K - $12.1K
|
5.27K
$2.61M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-44- 4.91% |
$10.4K - $13.7K
|
852
$423K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-46- 4.28% |
$10.8K - $14.3K
|
1.03K
$511K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47- 15.11% |
$11.1K - $14.6K
|
264
$131K
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-50- 1.01% |
$11.8K - $15.5K
|
4.92K
$2.44M
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-51- 4.04% |
$12K - $15.8K
|
1.21K
$601K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-57- 6.41% |
$13.4K - $17.7K
|
832
$413K
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-66- 1.65% |
$15.5K - $20.5K
|
3.93K
$1.95M
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-70- 1.47% |
$16.5K - $21.7K
|
4.68K
$2.32M
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-70- 2.75% |
$16.5K - $21.7K
|
2.47K
$1.23M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-75- 59.52% |
$17.6K - $23.3K
|
51
$25.3K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-78- 5.43% |
$18.3K - $24.2K
|
1.36K
$675K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-78- 0.59% |
$18.3K - $24.2K
|
13.2K
$6.54M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80- 48.19% |
$18.8K - $24.8K
|
86
$42.7K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-82- 3.58% |
$19.3K - $25.5K
|
2.21K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83- 0.3% |
$19.5K - $25.8K
|
27.2K
$13.5M
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-84- 70.0% |
$19.8K - $26.1K
|
36
$17.9K
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-85- 3.09% |
$20K - $26.4K
|
2.67K
$1.32M
|
|
Feb 07, 2023
Q4 2022
|
Ghe, LLC
|
SELL
|
- |
-91- 0.55% |
$21.4K - $28.2K
|
16.4K
$8.15M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-93- 0.15% |
$21.9K - $28.9K
|
60.7K
$30.2M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-94- 5.38% |
$22.1K - $29.2K
|
1.65K
$821K
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-100- 8.7% |
$23.5K - $31K
|
1.05K
$521K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 33.33% |
$23.5K - $31K
|
200
$99.3K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-104- 0.67% |
$24.5K - $32.3K
|
15.5K
$7.71M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-105- 0.32% |
$24.7K - $32.6K
|
33.1K
$16.4M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-106- 3.93% |
$24.9K - $32.9K
|
2.59K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-107- 3.77% |
$25.2K - $33.2K
|
2.73K
$1.36M
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-113- 5.66% |
$26.6K - $35.1K
|
1.88K
$935K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-115- 7.12% |
$27.1K - $35.7K
|
1.5K
$745K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-116- 0.58% |
$27.3K - $36K
|
19.8K
$9.81M
|