Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,297 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
296
shares
|
$142,275
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
295
shares
|
$141,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
284
shares
|
$136,507
0.01% of portfolio
|
Q3 2024
Added 381.36%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
271
shares
|
$130,258
0.0% of portfolio
|
Q3 2024
Added 135.65%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
269
shares
|
$129,297
0.01% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
266
shares
|
$127,855
0.02% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
257
shares
|
$123,529
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
251
shares
|
$120,645
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
250
shares
|
$120,165
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
244
shares
|
$117,281
0.01% of portfolio
|
Q4 2022
Added 1.67%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
238
shares
|
$114,397
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
231
shares
|
$111,032
0.02% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
228
shares
|
$109,590
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
215
shares
|
$103,341
0.04% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
210
shares
|
$100,938
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
210
shares
|
$100,938
0.05% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
202
shares
|
$97,093
0.02% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$96,132
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
194
shares
|
$93,248
0.01% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
192
shares
|
$92,286
0.04% of portfolio
|
Q2 2022
Added 13.61%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
181
shares
|
$86,999
0.03% of portfolio
|
Q1 2024
Reduced 22.32%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
174
shares
|
$83,634
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
158
shares
|
$75,944
0.01% of portfolio
|
Q1 2023
Reduced 20.6%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
157
shares
|
$75,463
0.0% of portfolio
|
Q3 2019
Reduced 17.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
154
shares
|
$74,021
0.01% of portfolio
|
Q4 2022
Reduced 0.65%
|