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 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
491New |
$223K - $246K
|
491
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
489+ 44.37% |
$222K - $245K
|
1.59K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
486New |
$221K - $243K
|
486
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
483+ 26.83% |
$219K - $242K
|
2.28K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
471New |
$214K - $236K
|
471
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
469+ 31.58% |
$213K - $235K
|
1.95K
$985K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
467+ 4.67% |
$212K - $234K
|
10.5K
$5.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
463New |
$210K - $232K
|
463
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
462New |
$210K - $231K
|
462
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
461+ 1.38% |
$209K - $231K
|
33.9K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
455+ 15.17% |
$207K - $228K
|
3.46K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
446New |
$203K - $223K
|
446
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
427New |
$194K - $214K
|
427
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
427New |
$194K - $214K
|
427
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
424+ 13.14% |
$193K - $212K
|
3.65K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
423New |
$192K - $212K
|
423
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
421New |
$191K - $211K
|
421
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
417+ 1.92% |
$189K - $209K
|
22.1K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
415+ 20.03% |
$188K - $208K
|
2.49K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
408+ 15.18% |
$185K - $204K
|
3.1K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
405+ 15.85% |
$184K - $203K
|
2.96K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
402+ 9.43% |
$183K - $201K
|
4.67K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.76% |
$182K - $200K
|
53.3K
$26.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
376+ 1.37% |
$171K - $188K
|
27.9K
$14.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
368+ 34.46% |
$167K - $184K
|
1.44K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
351+ 1.06% |
$159K - $176K
|
33.5K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
348+ 11.6% |
$158K - $174K
|
3.35K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
332+ 6.43% |
$151K - $166K
|
5.5K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
330+ 54.28% |
$150K - $165K
|
938
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
328+ 42.16% |
$149K - $164K
|
1.11K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
326+ 11.32% |
$148K - $163K
|
3.21K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
324New |
$147K - $162K
|
324
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
305+ 1.61% |
$138K - $153K
|
19.3K
$9.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$136K - $150K
|
300
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
289+ 3.71% |
$131K - $145K
|
8.08K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
288+ 384.0% |
$131K - $144K
|
363
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
275+ 8.64% |
$125K - $138K
|
3.46K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
267+ 3.95% |
$121K - $134K
|
7.02K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
236+ 0.7% |
$107K - $118K
|
33.7K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
234+ 3.25% |
$106K - $117K
|
7.43K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
231+ 1.41% |
$105K - $116K
|
16.6K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
228+ 2.81% |
$104K - $114K
|
8.34K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
219+ 7.18% |
$99.4K - $110K
|
3.27K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
217+ 7.32% |
$98.5K - $109K
|
3.18K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
204+ 15.63% |
$92.6K - $102K
|
1.51K
$761K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
202+ 2.41% |
$91.7K - $101K
|
8.58K
$4.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
198+ 1.65% |
$89.9K - $99.2K
|
12.2K
$6.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
191New |
$86.7K - $95.7K
|
191
$96.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
183+ 41.4% |
$83.1K - $91.7K
|
625
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
BUY
|
- |
180New |
$81.7K - $90.2K
|
180
$90.8K
|