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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
65+ 4.2% |
$27.4K - $32.2K
|
1.61K
$809K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
63+ 0.13% |
$26.6K - $31.2K
|
48.2K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57+ 8.51% |
$24K - $28.2K
|
727
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
56+ 3.96% |
$23.6K - $27.7K
|
1.47K
$739K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
55+ 101.85% |
$23.2K - $27.2K
|
109
$54.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
52+ 8.83% |
$21.9K - $25.7K
|
641
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
52+ 7.75% |
$21.9K - $25.7K
|
723
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
51+ 0.22% |
$21.5K - $25.2K
|
23.5K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51+ 566.67% |
$21.5K - $25.2K
|
60
$30.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
50+ 0.11% |
$21.1K - $24.7K
|
46K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 1.95% |
$21.1K - $24.7K
|
2.62K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50+ 5.24% |
$21.1K - $24.7K
|
1.01K
$505K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 12.02% |
$21.1K - $24.7K
|
466
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 272.22% |
$20.7K - $24.2K
|
67
$33.7K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
47+ 5.14% |
$19.8K - $23.2K
|
962
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47+ 5.75% |
$19.8K - $23.2K
|
864
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
47+ 6.85% |
$19.8K - $23.2K
|
733
$368K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
47+ 1.72% |
$19.8K - $23.2K
|
2.78K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
45+ 0.7% |
$19K - $22.3K
|
6.5K
$3.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
43+ 0.59% |
$18.1K - $21.3K
|
7.37K
$3.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
43+ 12.72% |
$18.1K - $21.3K
|
381
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
43+ 8.04% |
$18.1K - $21.3K
|
578
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
42+ 7.68% |
$17.7K - $20.8K
|
589
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
41+ 0.39% |
$17.3K - $20.3K
|
10.6K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
40+ 7.31% |
$16.9K - $19.8K
|
587
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
40+ 0.39% |
$16.9K - $19.8K
|
10.2K
$5.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 88.64% |
$16.4K - $19.3K
|
83
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
39+ 2.16% |
$16.4K - $19.3K
|
1.85K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
39+ 0.75% |
$16.4K - $19.3K
|
5.27K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39+ 0.43% |
$16.4K - $19.3K
|
9.18K
$4.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 82.98% |
$16.4K - $19.3K
|
86
$43.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
38New |
$16K - $18.8K
|
38
$19.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
37+ 10.14% |
$15.6K - $18.3K
|
402
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 1.47% |
$15.6K - $18.3K
|
2.56K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
36+ 2.13% |
$15.2K - $17.8K
|
1.73K
$867K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 4.03% |
$14.8K - $17.3K
|
904
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
35+ 0.82% |
$14.8K - $17.3K
|
4.3K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
32+ 9.3% |
$13.5K - $15.8K
|
376
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 3.73% |
$13.5K - $15.8K
|
890
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31+ 0.59% |
$13.1K - $15.3K
|
5.26K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.69% |
$13.1K - $15.3K
|
870
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
30New |
$12.6K - $14.8K
|
30
$15.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
30+ 1.23% |
$12.6K - $14.8K
|
2.46K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29+ 1.2% |
$12.2K - $14.3K
|
2.45K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
29+ 0.43% |
$12.2K - $14.3K
|
6.71K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29+ 4.73% |
$12.2K - $14.3K
|
642
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 2.51% |
$11.8K - $13.9K
|
1.15K
$575K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
28+ 2.94% |
$11.8K - $13.9K
|
982
$493K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
28+ 4.83% |
$11.8K - $13.9K
|
608
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.72% |
$11.4K - $13.4K
|
3.77K
$1.89M
|