Purchases and Sales Made in Q3 2024 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8New |
$3.37K - $3.96K
|
8
$3.73K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
8+ 0.42% |
$3.37K - $3.96K
|
1.93K
$901K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$3.37K - $3.96K
|
1.76K
$821K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
8+ 0.24% |
$3.37K - $3.96K
|
3.33K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.1% |
$3.37K - $3.96K
|
8.31K
$3.87M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.2% |
$2.95K - $3.46K
|
3.55K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$2.95K - $3.46K
|
7
$3.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$2.95K - $3.46K
|
3.01K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.95K - $3.46K
|
496
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6New |
$2.53K - $2.97K
|
6
$2.79K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 2.59% |
$2.53K - $2.97K
|
238
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 1.92% |
$2.53K - $2.97K
|
318
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6+ 0.18% |
$2.53K - $2.97K
|
3.34K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.89% |
$2.53K - $2.97K
|
681
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5+ 0.47% |
$2.11K - $2.47K
|
1.07K
$500K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5+ 0.88% |
$2.11K - $2.47K
|
576
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.74% |
$2.11K - $2.47K
|
681
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 9.62% |
$2.11K - $2.47K
|
57
$26.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.09% |
$2.11K - $2.47K
|
5.62K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.36% |
$1.69K - $1.98K
|
1.12K
$521K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.69K - $1.98K
|
4
$1.86K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.17% |
$1.69K - $1.98K
|
2.39K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4+ 0.37% |
$1.69K - $1.98K
|
1.09K
$507K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4+ 4.76% |
$1.69K - $1.98K
|
88
$41K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4+ 0.72% |
$1.69K - $1.98K
|
562
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.17% |
$1.26K - $1.48K
|
1.75K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.07% |
$1.26K - $1.48K
|
4.19K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 8.33% |
$1.26K - $1.48K
|
39
$18.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3+ 0.01% |
$1.26K - $1.48K
|
22.8K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 13.64% |
$1.26K - $1.48K
|
25
$11.6K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3+ 1.18% |
$1.26K - $1.48K
|
257
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 42.86% |
$1.26K - $1.48K
|
10
$4.66K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.44% |
$1.26K - $1.48K
|
681
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 42.86% |
$1.26K - $1.48K
|
10
$4.66K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.33% |
$843 - $989
|
617
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.33% |
$843 - $989
|
603
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 8.7% |
$843 - $989
|
25
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.07% |
$843 - $989
|
2.88K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 4.44% |
$843 - $989
|
47
$21.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$843 - $989
|
6
$2.79K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.94% |
$843 - $989
|
70
$32.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 6.25% |
$843 - $989
|
34
$15.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 100.0% |
$843 - $989
|
4
$1.86K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2+ 0.27% |
$843 - $989
|
750
$349K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$843 - $989
|
1.55K
$720K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.63% |
$421 - $495
|
39
$18.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$421 - $495
|
1
$466
|