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 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$3.37K - $3.96K
|
8
$4K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.1% |
$3.37K - $3.96K
|
8.31K
$4.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$3.37K - $3.96K
|
1.76K
$882K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.2% |
$2.95K - $3.46K
|
3.55K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$2.95K - $3.46K
|
7
$3.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.95K - $3.46K
|
496
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$2.95K - $3.46K
|
3.01K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.89% |
$2.53K - $2.97K
|
681
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6New |
$2.53K - $2.97K
|
6
$3K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 1.92% |
$2.53K - $2.97K
|
318
$159K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 2.59% |
$2.53K - $2.97K
|
238
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6+ 0.18% |
$2.53K - $2.97K
|
3.34K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5+ 0.88% |
$2.11K - $2.47K
|
576
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.74% |
$2.11K - $2.47K
|
681
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 9.62% |
$2.11K - $2.47K
|
57
$28.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.09% |
$2.11K - $2.47K
|
5.62K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5+ 0.47% |
$2.11K - $2.47K
|
1.07K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.17% |
$1.69K - $1.98K
|
2.39K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4+ 0.72% |
$1.69K - $1.98K
|
562
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.36% |
$1.69K - $1.98K
|
1.12K
$559K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4+ 4.76% |
$1.69K - $1.98K
|
88
$44K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.69K - $1.98K
|
4
$2K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4+ 0.37% |
$1.69K - $1.98K
|
1.09K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 42.86% |
$1.26K - $1.48K
|
10
$5K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 8.33% |
$1.26K - $1.48K
|
39
$19.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.17% |
$1.26K - $1.48K
|
1.75K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3+ 0.01% |
$1.26K - $1.48K
|
22.8K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.44% |
$1.26K - $1.48K
|
681
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 42.86% |
$1.26K - $1.48K
|
10
$5K
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.07% |
$1.26K - $1.48K
|
4.19K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 13.64% |
$1.26K - $1.48K
|
25
$12.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3+ 1.18% |
$1.26K - $1.48K
|
257
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.07% |
$843 - $989
|
2.88K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$843 - $989
|
6
$3K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.33% |
$843 - $989
|
617
$309K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$843 - $989
|
1.55K
$774K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 100.0% |
$843 - $989
|
4
$2K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.94% |
$843 - $989
|
70
$35K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 8.7% |
$843 - $989
|
25
$12.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 6.25% |
$843 - $989
|
34
$17K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2+ 0.27% |
$843 - $989
|
750
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 4.44% |
$843 - $989
|
47
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.33% |
$843 - $989
|
603
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$421 - $495
|
5.47K
$2.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.16% |
$421 - $495
|
612
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.1% |
$421 - $495
|
1.02K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$500
|