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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
308+ 15.71% |
$130K - $152K
|
2.27K
$1.13M
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
307+ 6.49% |
$129K - $152K
|
5.04K
$2.52M
|
|
Feb 21, 2025
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
307+ 6.49% |
$129K - $152K
|
5.04K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
299+ 5.4% |
$126K - $148K
|
5.83K
$2.92M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
299+ 38.88% |
$126K - $148K
|
1.07K
$534K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
299+ 15.35% |
$126K - $148K
|
2.25K
$1.12M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
296New |
$125K - $146K
|
296
$148K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
295New |
$124K - $146K
|
295
$148K
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
279+ 0.59% |
$118K - $138K
|
47.8K
$23.9M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
266+ 30.89% |
$112K - $132K
|
1.13K
$564K
|
|
Nov 13, 2024
Q3 2024
|
Longview Partners (Guernsey) LTD
St Peter Port, Y7 |
BUY
|
- |
257+ 0.02% |
$108K - $127K
|
1.47M
$735M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
254+ 31.87% |
$107K - $126K
|
1.05K
$526K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
254+ 26.24% |
$107K - $126K
|
1.22K
$611K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
253+ 25.87% |
$107K - $125K
|
1.23K
$616K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
248+ 9.42% |
$105K - $123K
|
2.88K
$1.44M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
240+ 2.07% |
$101K - $119K
|
11.9K
$5.93M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
233+ 3.28% |
$98.2K - $115K
|
7.33K
$3.67M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
233+ 27.94% |
$98.2K - $115K
|
1.07K
$534K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
233+ 14.76% |
$98.2K - $115K
|
1.81K
$907K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
228New |
$96.1K - $113K
|
228
$114K
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
226+ 8.77% |
$95.3K - $112K
|
2.8K
$1.4M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
225+ 381.36% |
$94.8K - $111K
|
284
$142K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
219+ 1.01% |
$92.3K - $108K
|
21.8K
$10.9M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
210New |
$88.5K - $104K
|
210
$105K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
209+ 19.7% |
$88.1K - $103K
|
1.27K
$635K
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
204+ 3.35% |
$86K - $101K
|
6.3K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
200+ 1.56% |
$84.3K - $98.9K
|
13K
$6.5M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
198+ 20.95% |
$83.5K - $97.9K
|
1.14K
$572K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193+ 0.35% |
$81.3K - $95.5K
|
55.7K
$27.8M
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
192+ 12.26% |
$80.9K - $95K
|
1.76K
$879K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
179+ 1.8% |
$75.4K - $88.5K
|
10.1K
$5.07M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
176+ 18.59% |
$74.2K - $87.1K
|
1.12K
$562K
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
168+ 1.24% |
$70.8K - $83.1K
|
13.7K
$6.86M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
157+ 1.39% |
$66.2K - $77.7K
|
11.5K
$5.75M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156+ 135.65% |
$65.8K - $77.2K
|
271
$136K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151+ 3.37% |
$63.6K - $74.7K
|
4.63K
$2.32M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
145+ 2900.0% |
$61.1K - $71.7K
|
150
$75K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
144+ 2.12% |
$60.7K - $71.2K
|
6.94K
$3.47M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141+ 14.8% |
$59.4K - $69.7K
|
1.09K
$547K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
140+ 4.96% |
$59K - $69.3K
|
2.96K
$1.48M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
138+ 7.14% |
$58.2K - $68.3K
|
2.07K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
138+ 12.59% |
$58.2K - $68.3K
|
1.23K
$617K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
134+ 1.65% |
$56.5K - $66.3K
|
8.26K
$4.13M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
133+ 4.16% |
$56.1K - $65.8K
|
3.33K
$1.67M
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 15.21% |
$55.6K - $65.3K
|
1K
$500K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
130+ 8.64% |
$54.8K - $64.3K
|
1.63K
$817K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
130+ 4.33% |
$54.8K - $64.3K
|
3.13K
$1.57M
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
128+ 37.32% |
$54K - $63.3K
|
471
$236K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
125+ 9.46% |
$52.7K - $61.8K
|
1.45K
$723K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
124+ 5.25% |
$52.3K - $61.3K
|
2.48K
$1.24M
|