Purchases and Sales Made in Q4 2024 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
21+ 2.92% |
$9.53K - $10.5K
|
741
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
20New |
$9.08K - $10K
|
20
$8.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20New |
$9.08K - $10K
|
20
$8.75K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20+ 0.56% |
$9.08K - $10K
|
3.57K
$1.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 4.09% |
$8.63K - $9.52K
|
483
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.23% |
$8.63K - $9.52K
|
8.33K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
18+ 1.31% |
$8.17K - $9.02K
|
1.39K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
18+ 2.81% |
$8.17K - $9.02K
|
659
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 0.88% |
$7.72K - $8.51K
|
1.95K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 0.44% |
$7.72K - $8.51K
|
3.91K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
17+ 0.23% |
$7.72K - $8.51K
|
7.39K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.97% |
$7.72K - $8.51K
|
1.77K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17+ 1.19% |
$7.72K - $8.51K
|
1.45K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 1.63% |
$7.26K - $8.01K
|
998
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 21.33% |
$7.26K - $8.01K
|
91
$39.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 12.4% |
$6.81K - $7.51K
|
136
$59.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
15+ 0.35% |
$6.81K - $7.51K
|
4.32K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14+ 1.87% |
$6.36K - $7.01K
|
764
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
14New |
$6.36K - $7.01K
|
14
$6.13K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
13+ 2.09% |
$5.9K - $6.51K
|
636
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
13+ 0.34% |
$5.9K - $6.51K
|
3.79K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$5.9K - $6.51K
|
13
$5.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
13New |
$5.9K - $6.51K
|
13
$5.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
13+ 1.53% |
$5.9K - $6.51K
|
862
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
12New |
$5.45K - $6.01K
|
12
$5.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 6.9% |
$5.45K - $6.01K
|
186
$81.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11+ 1.27% |
$4.99K - $5.51K
|
876
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.84% |
$4.99K - $5.51K
|
1.33K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
11New |
$4.99K - $5.51K
|
11
$4.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11New |
$4.99K - $5.51K
|
11
$4.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11+ 0.35% |
$4.99K - $5.51K
|
3.16K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.67% |
$4.99K - $5.51K
|
1.65K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
11+ 2.2% |
$4.99K - $5.51K
|
511
$224K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 1.82% |
$4.54K - $5.01K
|
558
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 3.69% |
$4.54K - $5.01K
|
281
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$4.54K - $5.01K
|
10
$4.38K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10New |
$4.54K - $5.01K
|
10
$4.38K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
9+ 1.08% |
$4.09K - $4.51K
|
841
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.91% |
$4.09K - $4.51K
|
993
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 1.18% |
$4.09K - $4.51K
|
773
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$4.09K - $4.51K
|
9
$3.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
9+ 0.04% |
$4.09K - $4.51K
|
25K
$10.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.06% |
$4.09K - $4.51K
|
14.2K
$6.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
8+ 1.46% |
$3.63K - $4.01K
|
557
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.45% |
$3.63K - $4.01K
|
1.77K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 2.33% |
$3.63K - $4.01K
|
351
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
8New |
$3.63K - $4.01K
|
8
$3.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$3.63K - $4.01K
|
8
$3.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 2.7% |
$3.63K - $4.01K
|
304
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 1.26% |
$3.63K - $4.01K
|
642
$281K
|