Purchases and Sales Made in Q3 2024 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
24+ 3.43% |
$10.1K - $11.9K
|
723
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 2.5% |
$10.1K - $11.9K
|
984
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
24+ 3.77% |
$10.1K - $11.9K
|
660
$330K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 4.1% |
$10.1K - $11.9K
|
609
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.12% |
$9.69K - $11.4K
|
1.11K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.84% |
$9.69K - $11.4K
|
2.77K
$1.38M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 1.28% |
$9.27K - $10.9K
|
1.74K
$869K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
22+ 1.83% |
$9.27K - $10.9K
|
1.22K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20+ 1.88% |
$8.43K - $9.89K
|
1.08K
$542K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 500.0% |
$8.43K - $9.89K
|
24
$12K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
20+ 2.41% |
$8.43K - $9.89K
|
849
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
20+ 0.52% |
$8.43K - $9.89K
|
3.89K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19+ 2.84% |
$8.01K - $9.4K
|
689
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19New |
$8.01K - $9.4K
|
19
$9.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19+ 1.64% |
$8.01K - $9.4K
|
1.18K
$589K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
17+ 1.15% |
$7.17K - $8.41K
|
1.5K
$748K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
17+ 0.44% |
$7.17K - $8.41K
|
3.85K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
16+ 3.15% |
$6.74K - $7.91K
|
524
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
16New |
$6.74K - $7.91K
|
16
$8K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 2.59% |
$6.74K - $7.91K
|
634
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.52% |
$6.32K - $7.42K
|
2.88K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
15+ 1.14% |
$6.32K - $7.42K
|
1.33K
$667K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 7.5% |
$6.32K - $7.42K
|
215
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15+ 1.15% |
$6.32K - $7.42K
|
1.32K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14+ 1.79% |
$5.9K - $6.93K
|
796
$398K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
14+ 0.37% |
$5.9K - $6.93K
|
3.78K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 1.45% |
$5.9K - $6.93K
|
980
$490K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14+ 1.94% |
$5.9K - $6.93K
|
736
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
13+ 0.35% |
$5.48K - $6.43K
|
3.71K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.89% |
$5.48K - $6.43K
|
1.48K
$738K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$5.48K - $6.43K
|
13
$6.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
12+ 0.26% |
$5.06K - $5.94K
|
4.69K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12+ 1.1% |
$5.06K - $5.94K
|
1.1K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 0.18% |
$5.06K - $5.94K
|
6.82K
$3.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 2.09% |
$5.06K - $5.94K
|
586
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 2.05% |
$4.64K - $5.44K
|
548
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
11+ 0.01% |
$4.64K - $5.44K
|
127K
$63.4M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
11+ 0.54% |
$4.64K - $5.44K
|
2.05K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 18.52% |
$4.21K - $4.95K
|
64
$32K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10+ 1.48% |
$4.21K - $4.95K
|
687
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10+ 66.67% |
$4.21K - $4.95K
|
25
$12.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
9+ 0.38% |
$3.79K - $4.45K
|
2.41K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 1.98% |
$3.79K - $4.45K
|
464
$232K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9+ 1.08% |
$3.79K - $4.45K
|
843
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8New |
$3.37K - $3.96K
|
8
$4K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
8+ 0.42% |
$3.37K - $3.96K
|
1.93K
$968K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
8+ 0.24% |
$3.37K - $3.96K
|
3.33K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
8+ 0.11% |
$3.37K - $3.96K
|
7.36K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.07% |
$3.37K - $3.96K
|
755
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8+ 0.16% |
$3.37K - $3.96K
|
5.05K
$2.53M
|