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 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
119+ 2.23% |
$50.2K - $58.9K
|
5.46K
$2.69M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 21.01% |
$49.3K - $57.9K
|
674
$333K
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
115+ 14.01% |
$48.5K - $56.9K
|
936
$462K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
113+ 13.14% |
$47.6K - $55.9K
|
973
$480K
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
111New |
$46.8K - $54.9K
|
111
$54.8K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
106+ 18.4% |
$44.7K - $52.4K
|
682
$337K
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
102+ 7.38% |
$43K - $50.5K
|
1.49K
$733K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.38% |
$42.1K - $49.5K
|
26.2K
$12.9M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
100+ 1.39% |
$42.1K - $49.5K
|
7.28K
$3.59M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
100+ 8.41% |
$42.1K - $49.5K
|
1.29K
$636K
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
100+ 9.42% |
$42.1K - $49.5K
|
1.16K
$574K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
98+ 2.85% |
$41.3K - $48.5K
|
3.54K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
97+ 388.0% |
$40.9K - $48K
|
122
$60.2K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
96+ 15.31% |
$40.5K - $47.5K
|
723
$357K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
95+ 3.13% |
$40K - $47K
|
3.13K
$1.55M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
93+ 2.74% |
$39.2K - $46K
|
3.48K
$1.72M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
92+ 2.2% |
$38.8K - $45.5K
|
4.27K
$2.11M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
91+ 13.19% |
$38.4K - $45K
|
781
$386K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
85+ 7.19% |
$35.8K - $42K
|
1.27K
$626K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
84+ 3.17% |
$35.4K - $41.6K
|
2.73K
$1.35M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
84+ 25.53% |
$35.4K - $41.6K
|
413
$204K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
83New |
$35K - $41.1K
|
83
$41K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
82+ 1.95% |
$34.6K - $40.6K
|
4.3K
$2.12M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
81+ 14.11% |
$34.1K - $40.1K
|
655
$323K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
81+ 3.94% |
$34.1K - $40.1K
|
2.14K
$1.06M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 12.58% |
$32.9K - $38.6K
|
698
$345K
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
76+ 11.09% |
$32K - $37.6K
|
761
$376K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
75New |
$31.6K - $37.1K
|
75
$37K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
74+ 3.98% |
$31.2K - $36.6K
|
1.93K
$954K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
74+ 14.29% |
$31.2K - $36.6K
|
592
$292K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73+ 0.8% |
$30.8K - $36.1K
|
9.25K
$4.56M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
71+ 5.59% |
$29.9K - $35.1K
|
1.34K
$662K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
70+ 3.83% |
$29.5K - $34.6K
|
1.9K
$937K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
70+ 4.52% |
$29.5K - $34.6K
|
1.62K
$799K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
70+ 10.74% |
$29.5K - $34.6K
|
722
$356K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69+ 17.83% |
$29.1K - $34.1K
|
456
$225K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69+ 6.23% |
$29.1K - $34.1K
|
1.18K
$581K
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
69+ 6.93% |
$29.1K - $34.1K
|
1.07K
$526K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
66+ 194.12% |
$27.8K - $32.6K
|
100
$49.4K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
65+ 8.25% |
$27.4K - $32.2K
|
853
$421K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65+ 4.12% |
$27.4K - $32.2K
|
1.64K
$812K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65+ 1.09% |
$27.4K - $32.2K
|
6.03K
$2.98M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
65+ 4.2% |
$27.4K - $32.2K
|
1.61K
$795K
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
63+ 0.13% |
$26.6K - $31.2K
|
48.2K
$23.8M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57+ 8.51% |
$24K - $28.2K
|
727
$359K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
56+ 3.96% |
$23.6K - $27.7K
|
1.47K
$726K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
55+ 101.85% |
$23.2K - $27.2K
|
109
$53.8K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
52+ 7.75% |
$21.9K - $25.7K
|
723
$357K
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
52+ 8.83% |
$21.9K - $25.7K
|
641
$316K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
51+ 0.22% |
$21.5K - $25.2K
|
23.5K
$11.6M
|