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
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-74- 10.6% |
$33.6K - $37.1K
|
624
$315K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 14.29% |
$34.1K - $37.6K
|
450
$227K
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-75- 1.27% |
$34.1K - $37.6K
|
5.85K
$2.95M
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-76- 0.38% |
$34.5K - $38.1K
|
19.8K
$9.97M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-88- 5.66% |
$40K - $44.1K
|
1.47K
$740K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-89- 59.33% |
$40.4K - $44.6K
|
61
$30.8K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-92- 0.42% |
$41.8K - $46.1K
|
21.7K
$11M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-93- 1.65% |
$42.2K - $46.6K
|
5.53K
$2.79M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-98- 5.03% |
$44.5K - $49.1K
|
1.85K
$932K
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 7.25% |
$45.4K - $50.1K
|
1.28K
$645K
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-105- 0.87% |
$47.7K - $52.6K
|
12K
$6.05M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-106- 10.4% |
$48.1K - $53.1K
|
913
$460K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-106- 1.7% |
$48.1K - $53.1K
|
6.14K
$3.1M
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-107- 14.06% |
$48.6K - $53.6K
|
654
$330K
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-119- 1.67% |
$54K - $59.6K
|
7.01K
$3.53M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-129- 2.37% |
$58.6K - $64.6K
|
5.31K
$2.68M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-138- 5.77% |
$62.7K - $69.1K
|
2.25K
$1.14M
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-141- 1.08% |
$64K - $70.6K
|
12.9K
$6.52M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-142- 5.93% |
$64.5K - $71.1K
|
2.25K
$1.14M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-144- 4.77% |
$65.4K - $72.1K
|
2.87K
$1.45M
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-148- 1.36% |
$67.2K - $74.1K
|
10.8K
$5.43M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-157- 13.74% |
$71.3K - $78.6K
|
986
$497K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-158- 8.78% |
$71.7K - $79.1K
|
1.64K
$827K
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-167- 3.3% |
$75.8K - $83.6K
|
4.89K
$2.46M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-169- 2.32% |
$76.7K - $84.6K
|
7.11K
$3.59M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-175- 0.28% |
$79.5K - $87.7K
|
62.3K
$31.4M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-176- 19.05% |
$79.9K - $88.2K
|
748
$377K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-188- 17.52% |
$85.4K - $94.2K
|
885
$446K
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.6% |
$90.8K - $100K
|
7.49K
$3.78M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-208- 18.64% |
$94.4K - $104K
|
908
$458K
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-210- 6.97% |
$95.3K - $105K
|
2.8K
$1.41M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-215- 10.78% |
$97.6K - $108K
|
1.78K
$897K
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-230- 31.08% |
$104K - $115K
|
510
$257K
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-230- 19.41% |
$104K - $115K
|
955
$482K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-232- 2.35% |
$105K - $116K
|
9.62K
$4.85M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-238- 3.49% |
$108K - $119K
|
6.58K
$3.32M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-256- 1.09% |
$116K - $128K
|
23.2K
$11.7M
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-256- 7.89% |
$116K - $128K
|
2.99K
$1.51M
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-260- 1.75% |
$118K - $130K
|
14.6K
$7.36M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-262- 2.58% |
$119K - $131K
|
9.91K
$4.99M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-267- 16.38% |
$121K - $134K
|
1.36K
$687K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-285- 5.28% |
$129K - $143K
|
5.11K
$2.58M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-296- 1.02% |
$134K - $148K
|
28.6K
$14.4M
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-304- 13.68% |
$138K - $152K
|
1.92K
$968K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-307- 1.33% |
$139K - $154K
|
22.9K
$11.5M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-313- 1.55% |
$142K - $157K
|
19.9K
$10M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-323- 0.58% |
$147K - $162K
|
55.3K
$27.9M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-328- 21.79% |
$149K - $164K
|
1.18K
$593K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-349- 4.01% |
$158K - $175K
|
8.37K
$4.22M
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-355- 3.09% |
$161K - $178K
|
11.1K
$5.61M
|