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 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-16- 7.62% |
$7.26K - $8.01K
|
194
$97.8K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-16- 1.23% |
$7.26K - $8.01K
|
1.28K
$645K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 21.69% |
$8.17K - $9.02K
|
65
$32.8K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-18- 0.88% |
$8.17K - $9.02K
|
2.03K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19- 2.18% |
$8.63K - $9.52K
|
851
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-19- 0.61% |
$8.63K - $9.52K
|
3.11K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19- 1.89% |
$8.63K - $9.52K
|
986
$497K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-19- 14.29% |
$8.63K - $9.52K
|
114
$57.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21- 0.68% |
$9.53K - $10.5K
|
3.09K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-22- 4.13% |
$9.99K - $11K
|
511
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 1.13% |
$9.99K - $11K
|
1.93K
$971K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-22- 0.33% |
$9.99K - $11K
|
6.69K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 1.02% |
$10.4K - $11.5K
|
2.23K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 5.36% |
$11.4K - $12.5K
|
441
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-25- 4.06% |
$11.4K - $12.5K
|
591
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 1.17% |
$11.4K - $12.5K
|
2.11K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 35.71% |
$11.4K - $12.5K
|
45
$22.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-26- 3.78% |
$11.8K - $13K
|
661
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-26- 1.19% |
$11.8K - $13K
|
2.16K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 8.33% |
$12.3K - $13.5K
|
297
$150K
|
|
|
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
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-32- 1.25% |
$14.5K - $16K
|
2.53K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-33- 1.13% |
$15K - $16.5K
|
2.9K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-35- 0.32% |
$15.9K - $17.5K
|
10.8K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-36- 0.27% |
$16.3K - $18K
|
13.4K
$6.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-36- 2.23% |
$16.3K - $18K
|
1.58K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-37- 3.09% |
$16.8K - $18.5K
|
1.16K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-38- 4.08% |
$17.3K - $19K
|
893
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 3.43% |
$17.3K - $19K
|
1.07K
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-39- 0.06% |
$17.7K - $19.5K
|
60.5K
$30.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 34.78% |
$18.2K - $20K
|
75
$37.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-41- 8.13% |
$18.6K - $20.5K
|
463
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-45- 0.6% |
$20.4K - $22.5K
|
7.48K
$3.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-45- 4.55% |
$20.4K - $22.5K
|
945
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-45- 3.74% |
$20.4K - $22.5K
|
1.16K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-47- 15.67% |
$21.3K - $23.5K
|
253
$128K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48- 0.13% |
$21.8K - $24K
|
36.4K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-48- 0.95% |
$21.8K - $24K
|
5K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-54- 3.37% |
$24.5K - $27K
|
1.55K
$782K
|
|
|
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
$801K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 6.44% |
$26.3K - $29.1K
|
842
$425K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-59- 1.18% |
$26.8K - $29.6K
|
4.95K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-62- 1.14% |
$28.2K - $31.1K
|
5.39K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-67- 1.24% |
$30.4K - $33.6K
|
5.34K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 6.62% |
$30.4K - $33.6K
|
945
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-68- 1.92% |
$30.9K - $34.1K
|
3.47K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-73- 10.75% |
$33.1K - $36.6K
|
606
$306K
|