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 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1- 12.5% |
$454 - $501
|
7
$3.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.99% |
$454 - $501
|
100
$50K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 5.13% |
$908 - $1K
|
37
$18.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 20.0% |
$908 - $1K
|
8
$4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2- 0.36% |
$908 - $1K
|
560
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 8.0% |
$908 - $1K
|
23
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2- 0.34% |
$908 - $1K
|
582
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.22% |
$908 - $1K
|
902
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2- 0.23% |
$908 - $1K
|
855
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.26% |
$1.36K - $1.5K
|
235
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.6% |
$1.36K - $1.5K
|
493
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$1.36K - $1.5K
|
3K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.44% |
$1.36K - $1.5K
|
678
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 6.12% |
$1.36K - $1.5K
|
46
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 7.14% |
$1.36K - $1.5K
|
39
$19.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4- 0.66% |
$1.82K - $2K
|
605
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.38% |
$2.27K - $2.5K
|
1.32K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.61% |
$2.27K - $2.5K
|
811
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 1.89% |
$2.72K - $3.01K
|
312
$156K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-6- 0.55% |
$2.72K - $3.01K
|
1.09K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-6- 0.88% |
$2.72K - $3.01K
|
675
$338K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6- 5.5% |
$2.72K - $3.01K
|
103
$51.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 0.57% |
$3.18K - $3.51K
|
1.23K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-7- 1.14% |
$3.18K - $3.51K
|
605
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7- 0.13% |
$3.18K - $3.51K
|
5.47K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 0.51% |
$3.18K - $3.51K
|
1.38K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7- 0.74% |
$3.18K - $3.51K
|
943
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 1.36% |
$3.63K - $4.01K
|
581
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8- 0.11% |
$3.63K - $4.01K
|
7.21K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 0.07% |
$3.63K - $4.01K
|
11.8K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 3.72% |
$3.63K - $4.01K
|
207
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8- 0.45% |
$3.63K - $4.01K
|
1.78K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 0.46% |
$3.63K - $4.01K
|
1.73K
$865K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8- 0.46% |
$3.63K - $4.01K
|
1.72K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.14% |
$3.63K - $4.01K
|
5.81K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-9- 0.71% |
$4.09K - $4.51K
|
1.26K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 0.36% |
$4.09K - $4.51K
|
2.48K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 17.54% |
$4.54K - $5.01K
|
47
$23.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.27% |
$4.54K - $5.01K
|
3.7K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-10- 1.03% |
$4.54K - $5.01K
|
959
$480K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-11- 0.49% |
$4.99K - $5.51K
|
2.26K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 1.27% |
$4.99K - $5.51K
|
853
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-11- 2.66% |
$4.99K - $5.51K
|
402
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-11- 2.32% |
$4.99K - $5.51K
|
464
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-13- 0.79% |
$5.9K - $6.51K
|
1.62K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13- 2.99% |
$5.9K - $6.51K
|
422
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13- 0.28% |
$5.9K - $6.51K
|
4.62K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-13- 0.1% |
$5.9K - $6.51K
|
13.6K
$6.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-14- 0.15% |
$6.36K - $7.01K
|
9.38K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14- 1.57% |
$6.36K - $7.01K
|
876
$438K
|