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 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 51.16% |
$499K - $551K
|
3.25K
$1.63M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09K+ 26.57% |
$493K - $543K
|
5.17K
$2.59M
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.08K+ 207.69% |
$490K - $541K
|
1.6K
$800K
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.07KNew |
$486K - $536K
|
1.07K
$536K
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.06KNew |
$481K - $531K
|
1.06K
$530K
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.05KNew |
$477K - $526K
|
1.05K
$525K
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.04KNew |
$471K - $520K
|
1.04K
$519K
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.04KNew |
$470K - $519K
|
1.04K
$518K
|
|
Feb 14, 2025
Q4 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
1.03K+ 0.98% |
$467K - $515K
|
105K
$52.7M
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.03K+ 1.4% |
$465K - $513K
|
74.2K
$37.1M
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1KNew |
$454K - $501K
|
1K
$500K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
995New |
$452K - $498K
|
995
$498K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
995New |
$452K - $498K
|
995
$498K
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
982+ 6.72% |
$446K - $492K
|
15.6K
$7.8M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
978+ 4.12% |
$444K - $490K
|
24.7K
$12.4M
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
977+ 1.34% |
$444K - $489K
|
73.6K
$36.8M
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
970+ 13.24% |
$440K - $486K
|
8.3K
$4.15M
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
968+ 3.99% |
$440K - $485K
|
25.3K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
965+ 5.43% |
$438K - $483K
|
18.7K
$9.37M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
939New |
$426K - $470K
|
939
$470K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
933New |
$424K - $467K
|
933
$467K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
877New |
$398K - $439K
|
877
$439K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
875+ 26.25% |
$397K - $438K
|
4.21K
$2.11M
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
855+ 12.32% |
$388K - $428K
|
7.79K
$3.9M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
842+ 24.27% |
$382K - $422K
|
4.31K
$2.16M
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
835+ 11.56% |
$379K - $418K
|
8.06K
$4.03M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
832New |
$378K - $417K
|
832
$416K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
832+ 16.55% |
$378K - $417K
|
5.86K
$2.93M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
830+ 22.24% |
$377K - $416K
|
4.56K
$2.28M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
815New |
$370K - $408K
|
815
$408K
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
807+ 60.54% |
$366K - $404K
|
2.14K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
804+ 60.96% |
$365K - $403K
|
2.12K
$1.06M
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
800New |
$363K - $401K
|
800
$400K
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
780+ 12.09% |
$354K - $391K
|
7.23K
$3.62M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
775+ 16.2% |
$352K - $388K
|
5.56K
$2.78M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
766+ 13.99% |
$348K - $384K
|
6.24K
$3.12M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
751+ 2.34% |
$341K - $376K
|
32.8K
$16.4M
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
750+ 18.75% |
$341K - $376K
|
4.75K
$2.38M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
743+ 33.45% |
$337K - $372K
|
2.96K
$1.48M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
741New |
$336K - $371K
|
741
$371K
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
741New |
$336K - $371K
|
741
$371K
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
739+ 112.31% |
$336K - $370K
|
1.4K
$699K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
722New |
$328K - $362K
|
722
$361K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
716+ 0.54% |
$325K - $359K
|
134K
$66.8M
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
713+ 40.56% |
$324K - $357K
|
2.47K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
713+ 3.19% |
$324K - $357K
|
23K
$11.5M
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
701New |
$318K - $351K
|
701
$351K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
676+ 0.44% |
$307K - $339K
|
153K
$76.5M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
669New |
$304K - $335K
|
669
$335K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
668+ 104.21% |
$303K - $335K
|
1.31K
$655K
|