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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 1.06% |
$3.79K - $4.45K
|
842
$423K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9- 0.36% |
$3.79K - $4.45K
|
2.5K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-9- 26.47% |
$3.79K - $4.45K
|
25
$12.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-9- 0.19% |
$3.79K - $4.45K
|
4.84K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 2.25% |
$4.21K - $4.95K
|
435
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10- 0.93% |
$4.21K - $4.95K
|
1.07K
$538K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-12- 2.2% |
$5.06K - $5.94K
|
533
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14- 1.36% |
$5.9K - $6.93K
|
1.02K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 15.73% |
$5.9K - $6.93K
|
75
$37.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-15- 2.05% |
$6.32K - $7.42K
|
715
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.04% |
$7.17K - $8.41K
|
42.3K
$21.2M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-18- 1.37% |
$7.59K - $8.9K
|
1.3K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-18- 12.86% |
$7.59K - $8.9K
|
122
$61.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-23- 1.04% |
$9.69K - $11.4K
|
2.18K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-24- 8.19% |
$10.1K - $11.9K
|
269
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-25- 1.48% |
$10.5K - $12.4K
|
1.67K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 2.07% |
$10.5K - $12.4K
|
1.19K
$595K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25- 3.55% |
$10.5K - $12.4K
|
679
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-26- 2.07% |
$11K - $12.9K
|
1.23K
$617K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 4.54% |
$11.4K - $13.4K
|
568
$285K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 7.69% |
$11.4K - $13.4K
|
324
$163K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-28- 1.57% |
$11.8K - $13.9K
|
1.75K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-28- 42.42% |
$11.8K - $13.9K
|
38
$19.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-28- 1.08% |
$11.8K - $13.9K
|
2.56K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-29- 93.55% |
$12.2K - $14.3K
|
2
$1K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-29- 2.76% |
$12.2K - $14.3K
|
1.02K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-30- 3.22% |
$12.6K - $14.8K
|
901
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-33- 0.66% |
$13.9K - $16.3K
|
4.96K
$2.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-36- 15.65% |
$15.2K - $17.8K
|
194
$97.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-36- 17.14% |
$15.2K - $17.8K
|
174
$87.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-36- 0.03% |
$15.2K - $17.8K
|
134K
$67.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-37- 3.09% |
$15.6K - $18.3K
|
1.16K
$583K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-39- 2.33% |
$16.4K - $19.3K
|
1.64K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-43- 4.65% |
$18.1K - $21.3K
|
881
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-44- 0.61% |
$18.5K - $21.8K
|
7.21K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-44- 2.4% |
$18.5K - $21.8K
|
1.79K
$900K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-45- 4.35% |
$19K - $22.3K
|
990
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-49- 1.26% |
$20.7K - $24.2K
|
3.86K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50- 1.97% |
$21.1K - $24.7K
|
2.48K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 0.66% |
$21.1K - $24.7K
|
7.53K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 4.83% |
$21.1K - $24.7K
|
985
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-50- 5.9% |
$21.1K - $24.7K
|
798
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-50- 3.88% |
$21.1K - $24.7K
|
1.24K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-51- 6.7% |
$21.5K - $25.2K
|
710
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-52- 4.19% |
$21.9K - $25.7K
|
1.19K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-55- 6.03% |
$23.2K - $27.2K
|
857
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-56- 0.94% |
$23.6K - $27.7K
|
5.93K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-56- 3.31% |
$23.6K - $27.7K
|
1.63K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-56- 1.44% |
$23.6K - $27.7K
|
3.83K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-57- 8.06% |
$24K - $28.2K
|
650
$327K
|