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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
178+ 9.2% |
$80.8K - $89.2K
|
2.11K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176+ 3.97% |
$79.9K - $88.2K
|
4.61K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
172+ 13.97% |
$78.1K - $86.2K
|
1.4K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
171+ 13.99% |
$77.6K - $85.7K
|
1.39K
$702K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
171+ 6.26% |
$77.6K - $85.7K
|
2.9K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167+ 7.01% |
$75.8K - $83.6K
|
2.55K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
165+ 7.18% |
$74.9K - $82.6K
|
2.46K
$1.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
157+ 206.58% |
$71.3K - $78.6K
|
233
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
157+ 7.35% |
$71.3K - $78.6K
|
2.29K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
156+ 12.64% |
$70.8K - $78.1K
|
1.39K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155New |
$70.4K - $77.6K
|
155
$78.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
144+ 4.14% |
$65.4K - $72.1K
|
3.62K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
141New |
$64K - $70.6K
|
141
$71.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
132+ 1.44% |
$59.9K - $66.1K
|
9.31K
$4.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
120+ 1.53% |
$54.5K - $60.1K
|
7.99K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
113New |
$51.3K - $56.6K
|
113
$57K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
105+ 119.32% |
$47.7K - $52.6K
|
193
$97.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
104+ 1.55% |
$47.2K - $52.1K
|
6.83K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100+ 17.61% |
$45.4K - $50.1K
|
668
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$45.4K - $50.1K
|
100
$50.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
95+ 3.39% |
$43.1K - $47.6K
|
2.9K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$43.1K - $47.6K
|
95
$47.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
94+ 4.96% |
$42.7K - $47.1K
|
1.99K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
90+ 11.52% |
$40.9K - $45.1K
|
871
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
88New |
$40K - $44.1K
|
88
$44.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
87+ 4.5% |
$39.5K - $43.6K
|
2.02K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.18% |
$37.7K - $41.6K
|
47.2K
$23.8M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 8.87% |
$37.7K - $41.6K
|
1.02K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
81+ 2.2% |
$36.8K - $40.6K
|
3.77K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
80+ 2.99% |
$36.3K - $40.1K
|
2.76K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
78+ 14.66% |
$35.4K - $39.1K
|
610
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
78+ 2.49% |
$35.4K - $39.1K
|
3.21K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
77+ 7.53% |
$35K - $38.6K
|
1.1K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
76+ 2.49% |
$34.5K - $38.1K
|
3.13K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
76+ 6.31% |
$34.5K - $38.1K
|
1.28K
$645K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
76+ 16.56% |
$34.5K - $38.1K
|
535
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
74+ 3.13% |
$33.6K - $37.1K
|
2.44K
$1.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
74+ 2.45% |
$33.6K - $37.1K
|
3.1K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 5.76% |
$33.1K - $36.6K
|
1.34K
$676K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
71+ 0.12% |
$32.2K - $35.6K
|
58.3K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
70+ 6.84% |
$31.8K - $35.1K
|
1.09K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.52% |
$30.4K - $33.6K
|
13K
$6.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67+ 15.19% |
$30.4K - $33.6K
|
508
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
66+ 9.08% |
$30K - $33.1K
|
793
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
64+ 7.59% |
$29.1K - $32.1K
|
907
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 8.31% |
$27.2K - $30.1K
|
782
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
58+ 52.25% |
$26.3K - $29.1K
|
169
$85.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 0.82% |
$25.9K - $28.6K
|
7K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
57+ 5.08% |
$25.9K - $28.6K
|
1.18K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 80.6% |
$24.5K - $27K
|
121
$61K
|