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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 1.02% |
$10.4K - $11.5K
|
2.23K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 35.71% |
$11.4K - $12.5K
|
45
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 1.17% |
$11.4K - $12.5K
|
2.11K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-25- 4.06% |
$11.4K - $12.5K
|
591
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 5.36% |
$11.4K - $12.5K
|
441
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25- 33.33% |
$11.4K - $12.5K
|
50
$25.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-26- 3.78% |
$11.8K - $13K
|
661
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-26- 1.19% |
$11.8K - $13K
|
2.16K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-26- 5.36% |
$11.8K - $13K
|
459
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 8.33% |
$12.3K - $13.5K
|
297
$149K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 9.86% |
$12.7K - $14K
|
256
$129K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 5.82% |
$13.2K - $14.5K
|
469
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-31- 2.98% |
$14.1K - $15.5K
|
1.01K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-32- 1.25% |
$14.5K - $16K
|
2.53K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-33- 1.13% |
$15K - $16.5K
|
2.9K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33- 1.34% |
$15K - $16.5K
|
2.42K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33- 0.54% |
$15K - $16.5K
|
6.03K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-35- 0.32% |
$15.9K - $17.5K
|
10.8K
$5.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-36- 2.23% |
$16.3K - $18K
|
1.58K
$791K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-36- 0.27% |
$16.3K - $18K
|
13.4K
$6.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-37- 3.09% |
$16.8K - $18.5K
|
1.16K
$583K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-38- 4.08% |
$17.3K - $19K
|
893
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 3.43% |
$17.3K - $19K
|
1.07K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-38- 0.91% |
$17.3K - $19K
|
4.15K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-39- 0.06% |
$17.7K - $19.5K
|
60.5K
$30.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 34.78% |
$18.2K - $20K
|
75
$37.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-41- 8.13% |
$18.6K - $20.5K
|
463
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-42- 2.68% |
$19.1K - $21K
|
1.53K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-43- 7.44% |
$19.5K - $21.5K
|
535
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-45- 4.55% |
$20.4K - $22.5K
|
945
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-45- 0.6% |
$20.4K - $22.5K
|
7.48K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-45- 3.74% |
$20.4K - $22.5K
|
1.16K
$581K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-47- 15.67% |
$21.3K - $23.5K
|
253
$127K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48- 0.13% |
$21.8K - $24K
|
36.4K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-48- 0.95% |
$21.8K - $24K
|
5K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-51- 6.88% |
$23.2K - $25.5K
|
690
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-54- 3.37% |
$24.5K - $27K
|
1.55K
$779K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 1.46% |
$25K - $27.5K
|
3.71K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 3.41% |
$25.4K - $28K
|
1.59K
$798K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 6.44% |
$26.3K - $29.1K
|
842
$423K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-59- 1.18% |
$26.8K - $29.6K
|
4.95K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 3.45% |
$26.8K - $29.6K
|
1.65K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-60- 9.02% |
$27.2K - $30.1K
|
605
$304K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-60- 3.36% |
$27.2K - $30.1K
|
1.73K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-61- 3.15% |
$27.7K - $30.6K
|
1.88K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-62- 1.14% |
$28.2K - $31.1K
|
5.39K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-66- 9.3% |
$30K - $33.1K
|
644
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-67- 1.24% |
$30.4K - $33.6K
|
5.34K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 6.62% |
$30.4K - $33.6K
|
945
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-68- 1.92% |
$30.9K - $34.1K
|
3.47K
$1.74M
|