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 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43+ 537.5% |
$19.5K - $21.5K
|
51
$25.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
42+ 2.83% |
$19.1K - $21K
|
1.53K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$18.2K - $20K
|
40
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
40+ 666.67% |
$18.2K - $20K
|
46
$23K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39+ 7.44% |
$17.7K - $19.5K
|
563
$282K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$17.3K - $19K
|
38
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
38+ 2.54% |
$17.3K - $19K
|
1.53K
$767K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
37+ 0.83% |
$16.8K - $18.5K
|
4.48K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
37+ 0.96% |
$16.8K - $18.5K
|
3.88K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
36New |
$16.3K - $18K
|
36
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
34+ 0.88% |
$15.4K - $17K
|
3.89K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
34New |
$15.4K - $17K
|
34
$17K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
33+ 1.78% |
$15K - $16.5K
|
1.89K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.18% |
$14.5K - $16K
|
1.5K
$752K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32+ 1.4% |
$14.5K - $16K
|
2.32K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
31+ 3.19% |
$14.1K - $15.5K
|
1K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 3.06% |
$13.6K - $15K
|
1.01K
$505K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
29+ 6.12% |
$13.2K - $14.5K
|
503
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29New |
$13.2K - $14.5K
|
29
$14.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
29+ 1.19% |
$13.2K - $14.5K
|
2.47K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
28+ 3.1% |
$12.7K - $14K
|
932
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
28New |
$12.7K - $14K
|
28
$14K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.8% |
$12.7K - $14K
|
3.51K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 5.27% |
$12.7K - $14K
|
559
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 1.55% |
$12.7K - $14K
|
1.84K
$921K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
27+ 2.54% |
$12.3K - $13.5K
|
1.09K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27+ 0.42% |
$12.3K - $13.5K
|
6.53K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 3.94% |
$11.8K - $13K
|
686
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26+ 4.39% |
$11.8K - $13K
|
618
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
25+ 2.3% |
$11.4K - $12.5K
|
1.11K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
25+ 1.73% |
$11.4K - $12.5K
|
1.47K
$736K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
25+ 2.24% |
$11.4K - $12.5K
|
1.14K
$572K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
23+ 3.18% |
$10.4K - $11.5K
|
746
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
22+ 0.79% |
$9.99K - $11K
|
2.8K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
22+ 5.13% |
$9.99K - $11K
|
451
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.36% |
$9.99K - $11K
|
1.64K
$821K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21+ 4.42% |
$9.53K - $10.5K
|
496
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
21+ 2.92% |
$9.53K - $10.5K
|
741
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
20New |
$9.08K - $10K
|
20
$10K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20New |
$9.08K - $10K
|
20
$10K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 4.09% |
$8.63K - $9.52K
|
483
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.23% |
$8.63K - $9.52K
|
8.33K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
18+ 1.31% |
$8.17K - $9.02K
|
1.39K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
18+ 2.81% |
$8.17K - $9.02K
|
659
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 0.88% |
$7.72K - $8.51K
|
1.95K
$976K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 0.44% |
$7.72K - $8.51K
|
3.91K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
17+ 0.23% |
$7.72K - $8.51K
|
7.39K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.97% |
$7.72K - $8.51K
|
1.77K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17+ 1.19% |
$7.72K - $8.51K
|
1.45K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 1.63% |
$7.26K - $8.01K
|
998
$499K
|