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 $73.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
23
shares
|
$10,915
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19
shares
|
$9,017
0.01% of portfolio
|
Q3 2022
Reduced 67.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
19
shares
|
$9,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
18
shares
|
$8,542
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
18
shares
|
$8,542
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
17
shares
|
$8,068
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
17
shares
|
$8,068
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
16
shares
|
$7,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
16
shares
|
$7,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16
shares
|
$7,593
0.0% of portfolio
|
Q3 2022
Reduced 94.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16
shares
|
$7,593
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
14
shares
|
$6,644
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
14
shares
|
$6,644
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
13
shares
|
$6,169
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
13
shares
|
$6,169
0.0% of portfolio
|
Q2 2023
Reduced 92.86%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
13
shares
|
$6,169
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
13
shares
|
$6,169
0.0% of portfolio
|
Q2 2023
Reduced 53.85%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
12
shares
|
$5,695
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
11
shares
|
$5,220
0.0% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
10
shares
|
$4,745
0.0% of portfolio
|
Q1 2024
Reduced 87.18%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
10
shares
|
$4,745
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
10
shares
|
$4,745
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
9
shares
|
$4,271
0.0% of portfolio
|
Q2 2023
Reduced 47.06%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
9
shares
|
$4,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
9
shares
|
$4,271
0.0% of portfolio
|
Q4 2023
Added 12.5%
|