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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-14- 0.17% |
$6.36K - $7.01K
|
8.25K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-15- 6.49% |
$6.81K - $7.51K
|
216
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-15- 1.94% |
$6.81K - $7.51K
|
759
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-15- 2.31% |
$6.81K - $7.51K
|
634
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-15- 1.12% |
$6.81K - $7.51K
|
1.33K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-16- 1.23% |
$7.26K - $8.01K
|
1.28K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-16- 7.62% |
$7.26K - $8.01K
|
194
$97.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-16- 0.32% |
$7.26K - $8.01K
|
4.95K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-18- 0.88% |
$8.17K - $9.02K
|
2.03K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 21.69% |
$8.17K - $9.02K
|
65
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-18- 1.09% |
$8.17K - $9.02K
|
1.63K
$817K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19- 2.18% |
$8.63K - $9.52K
|
851
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19- 1.89% |
$8.63K - $9.52K
|
986
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-19- 0.61% |
$8.63K - $9.52K
|
3.11K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-19- 14.29% |
$8.63K - $9.52K
|
114
$57K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19- 0.29% |
$8.63K - $9.52K
|
6.51K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21- 0.68% |
$9.53K - $10.5K
|
3.09K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-22- 4.13% |
$9.99K - $11K
|
511
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-22- 0.33% |
$9.99K - $11K
|
6.69K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 1.13% |
$9.99K - $11K
|
1.93K
$963K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 1.02% |
$10.4K - $11.5K
|
2.23K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 35.71% |
$11.4K - $12.5K
|
45
$22.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 1.17% |
$11.4K - $12.5K
|
2.11K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-25- 4.06% |
$11.4K - $12.5K
|
591
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 5.36% |
$11.4K - $12.5K
|
441
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25- 33.33% |
$11.4K - $12.5K
|
50
$25K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-26- 3.78% |
$11.8K - $13K
|
661
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-26- 1.19% |
$11.8K - $13K
|
2.16K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-26- 5.36% |
$11.8K - $13K
|
459
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 8.33% |
$12.3K - $13.5K
|
297
$149K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 9.86% |
$12.7K - $14K
|
256
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 5.82% |
$13.2K - $14.5K
|
469
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-31- 2.98% |
$14.1K - $15.5K
|
1.01K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-32- 1.25% |
$14.5K - $16K
|
2.53K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-33- 1.13% |
$15K - $16.5K
|
2.9K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33- 1.34% |
$15K - $16.5K
|
2.42K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33- 0.54% |
$15K - $16.5K
|
6.03K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-35- 0.32% |
$15.9K - $17.5K
|
10.8K
$5.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-36- 2.23% |
$16.3K - $18K
|
1.58K
$788K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-36- 0.27% |
$16.3K - $18K
|
13.4K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-37- 3.09% |
$16.8K - $18.5K
|
1.16K
$580K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-38- 4.08% |
$17.3K - $19K
|
893
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 3.43% |
$17.3K - $19K
|
1.07K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-38- 0.91% |
$17.3K - $19K
|
4.15K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-39- 0.06% |
$17.7K - $19.5K
|
60.5K
$30.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 34.78% |
$18.2K - $20K
|
75
$37.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-41- 8.13% |
$18.6K - $20.5K
|
463
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-42- 2.68% |
$19.1K - $21K
|
1.53K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-43- 7.44% |
$19.5K - $21.5K
|
535
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-45- 4.55% |
$20.4K - $22.5K
|
945
$473K
|