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
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-68- 5.38% |
$28.7K - $33.6K
|
1.2K
$592K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-70- 2.16% |
$29.5K - $34.6K
|
3.17K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-72- 2.87% |
$30.3K - $35.6K
|
2.44K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72- 0.71% |
$30.3K - $35.6K
|
10K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-73- 39.46% |
$30.8K - $36.1K
|
112
$55.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-74- 8.94% |
$31.2K - $36.6K
|
754
$373K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-79- 4.76% |
$33.3K - $39.1K
|
1.58K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-85- 1.96% |
$35.8K - $42K
|
4.24K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-89- 0.73% |
$37.5K - $44K
|
12.1K
$5.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-89- 13.95% |
$37.5K - $44K
|
549
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-90- 2.81% |
$37.9K - $44.5K
|
3.11K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-92- 9.27% |
$38.8K - $45.5K
|
900
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-94- 9.8% |
$39.6K - $46.5K
|
865
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-95- 4.1% |
$40K - $47K
|
2.22K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-97- 0.19% |
$40.9K - $48K
|
50.4K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-100- 4.25% |
$42.1K - $49.5K
|
2.26K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.12% |
$42.1K - $49.5K
|
8.8K
$4.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 3.21% |
$42.1K - $49.5K
|
3.01K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-101- 10.08% |
$42.6K - $50K
|
901
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-104- 12.97% |
$43.8K - $51.4K
|
698
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-111- 1.8% |
$46.8K - $54.9K
|
6.06K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-112- 1.77% |
$47.2K - $55.4K
|
6.23K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-114- 7.64% |
$48K - $56.4K
|
1.38K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-117- 7.56% |
$49.3K - $57.9K
|
1.43K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-120- 17.37% |
$50.6K - $59.4K
|
571
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-120- 13.42% |
$50.6K - $59.4K
|
774
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-127- 3.92% |
$53.5K - $62.8K
|
3.11K
$1.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 18.8% |
$54K - $63.3K
|
553
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-128- 4.75% |
$54K - $63.3K
|
2.57K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-129- 0.95% |
$54.4K - $63.8K
|
13.4K
$6.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-132- 8.06% |
$55.6K - $65.3K
|
1.51K
$745K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-134- 0.55% |
$56.5K - $66.3K
|
24.3K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135- 0.58% |
$56.9K - $66.8K
|
23.2K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-146- 2.19% |
$61.5K - $72.2K
|
6.53K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-153- 16.52% |
$64.5K - $75.7K
|
773
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-156- 3.95% |
$65.8K - $77.2K
|
3.79K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-161- 0.99% |
$67.9K - $79.6K
|
16.1K
$7.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-163- 6.66% |
$68.7K - $80.6K
|
2.28K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-166- 6.08% |
$70K - $82.1K
|
2.57K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-170- 3.12% |
$71.7K - $84.1K
|
5.28K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-175- 6.11% |
$73.8K - $86.6K
|
2.69K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-175- 28.41% |
$73.8K - $86.6K
|
441
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-176- 6.77% |
$74.2K - $87.1K
|
2.42K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-177- 9.8% |
$74.6K - $87.6K
|
1.63K
$806K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-177- 14.89% |
$74.6K - $87.6K
|
1.01K
$501K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-178- 2.92% |
$75K - $88.1K
|
5.93K
$2.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-180- 9.52% |
$75.9K - $89K
|
1.71K
$846K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-185- 0.91% |
$78K - $91.5K
|
20.2K
$9.98M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.53% |
$84.3K - $98.9K
|
7.69K
$3.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-200- 11.0% |
$84.3K - $98.9K
|
1.62K
$800K
|