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 12, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
186+ 0.12% |
$84.5K - $93.2K
|
161K
$80.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
183+ 41.4% |
$83.1K - $91.7K
|
625
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
183+ 15.55% |
$83.1K - $91.7K
|
1.36K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
182+ 3.61% |
$82.6K - $91.2K
|
5.22K
$2.61M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
182+ 3.61% |
$82.6K - $91.2K
|
5.22K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
BUY
|
- |
180New |
$81.7K - $90.2K
|
180
$90.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
178+ 9.2% |
$80.8K - $89.2K
|
2.11K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176+ 3.97% |
$79.9K - $88.2K
|
4.61K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
175New |
$79.5K - $87.7K
|
175
$87.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
174+ 0.26% |
$79K - $87.2K
|
68.4K
$34.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
172+ 13.97% |
$78.1K - $86.2K
|
1.4K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
171+ 13.99% |
$77.6K - $85.7K
|
1.39K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
171+ 6.26% |
$77.6K - $85.7K
|
2.9K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167+ 7.01% |
$75.8K - $83.6K
|
2.55K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
165+ 7.18% |
$74.9K - $82.6K
|
2.46K
$1.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
157+ 206.58% |
$71.3K - $78.6K
|
233
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
157+ 7.35% |
$71.3K - $78.6K
|
2.29K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
156+ 12.64% |
$70.8K - $78.1K
|
1.39K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155New |
$70.4K - $77.6K
|
155
$77.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
144+ 4.14% |
$65.4K - $72.1K
|
3.62K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
143+ 2.45% |
$64.9K - $71.6K
|
5.98K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
141New |
$64K - $70.6K
|
141
$70.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
140New |
$63.6K - $70.1K
|
140
$70K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
132+ 1.44% |
$59.9K - $66.1K
|
9.31K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
126+ 26.87% |
$57.2K - $63.1K
|
595
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
123+ 3.86% |
$55.8K - $61.6K
|
3.31K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
120+ 1.53% |
$54.5K - $60.1K
|
7.99K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
117+ 23.21% |
$53.1K - $58.6K
|
621
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
113New |
$51.3K - $56.6K
|
113
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
113+ 9.52% |
$51.3K - $56.6K
|
1.3K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
113+ 4.87% |
$51.3K - $56.6K
|
2.43K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
112+ 0.12% |
$50.9K - $56.1K
|
95.4K
$47.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
106+ 2.01% |
$48.1K - $53.1K
|
5.37K
$2.69M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
106+ 18.06% |
$48.1K - $53.1K
|
693
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
105+ 119.32% |
$47.7K - $52.6K
|
193
$96.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
105+ 17.02% |
$47.7K - $52.6K
|
722
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
105+ 13.58% |
$47.7K - $52.6K
|
878
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
104+ 1.55% |
$47.2K - $52.1K
|
6.83K
$3.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
103+ 2.13% |
$46.8K - $51.6K
|
4.94K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
102+ 9.42% |
$46.3K - $51.1K
|
1.19K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
102+ 0.6% |
$46.3K - $51.1K
|
17.2K
$8.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100+ 17.61% |
$45.4K - $50.1K
|
668
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$45.4K - $50.1K
|
100
$50K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
100+ 21.01% |
$45.4K - $50.1K
|
576
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
97+ 11.48% |
$44K - $48.6K
|
942
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$43.1K - $47.6K
|
95
$47.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
95+ 3.39% |
$43.1K - $47.6K
|
2.9K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
95+ 0.55% |
$43.1K - $47.6K
|
17.3K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
94+ 4.96% |
$42.7K - $47.1K
|
1.99K
$996K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
93+ 3.48% |
$42.2K - $46.6K
|
2.77K
$1.38M
|