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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
90+ 11.52% |
$40.9K - $45.1K
|
871
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
88New |
$40K - $44.1K
|
88
$44K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
87+ 4.5% |
$39.5K - $43.6K
|
2.02K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 8.87% |
$37.7K - $41.6K
|
1.02K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.18% |
$37.7K - $41.6K
|
47.2K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
81+ 2.2% |
$36.8K - $40.6K
|
3.77K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
80+ 2.99% |
$36.3K - $40.1K
|
2.76K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
80New |
$36.3K - $40.1K
|
80
$40K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
78+ 2.49% |
$35.4K - $39.1K
|
3.21K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
78+ 14.66% |
$35.4K - $39.1K
|
610
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
77+ 7.53% |
$35K - $38.6K
|
1.1K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
76+ 6.31% |
$34.5K - $38.1K
|
1.28K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
76+ 16.56% |
$34.5K - $38.1K
|
535
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
76+ 2.49% |
$34.5K - $38.1K
|
3.13K
$1.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
74+ 2.45% |
$33.6K - $37.1K
|
3.1K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
74+ 3.13% |
$33.6K - $37.1K
|
2.44K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 5.76% |
$33.1K - $36.6K
|
1.34K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
73+ 0.74% |
$33.1K - $36.6K
|
9.96K
$4.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
71+ 0.12% |
$32.2K - $35.6K
|
58.3K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
70+ 6.84% |
$31.8K - $35.1K
|
1.09K
$547K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.52% |
$30.4K - $33.6K
|
13K
$6.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67+ 15.19% |
$30.4K - $33.6K
|
508
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
67+ 4.02% |
$30.4K - $33.6K
|
1.73K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
66+ 9.08% |
$30K - $33.1K
|
793
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
66+ 1.17% |
$30K - $33.1K
|
5.71K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
65+ 5.53% |
$29.5K - $32.6K
|
1.24K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
64+ 7.59% |
$29.1K - $32.1K
|
907
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 0.99% |
$28.2K - $31.1K
|
6.33K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 8.31% |
$27.2K - $30.1K
|
782
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
60+ 0.05% |
$27.2K - $30.1K
|
127K
$63.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
59+ 5.43% |
$26.8K - $29.6K
|
1.15K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
59+ 2.04% |
$26.8K - $29.6K
|
2.95K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
59New |
$26.8K - $29.6K
|
59
$29.5K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
58+ 52.25% |
$26.3K - $29.1K
|
169
$84.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
57+ 5.08% |
$25.9K - $28.6K
|
1.18K
$590K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 0.82% |
$25.9K - $28.6K
|
7K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 80.6% |
$24.5K - $27K
|
121
$60.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
53+ 0.11% |
$24.1K - $26.5K
|
48.3K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
53+ 0.24% |
$24.1K - $26.5K
|
22.2K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53+ 4.24% |
$24.1K - $26.5K
|
1.3K
$652K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
52+ 5.56% |
$23.6K - $26K
|
988
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
51+ 13.39% |
$23.2K - $25.5K
|
432
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$21.8K - $24K
|
48
$24K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
47+ 3.19% |
$21.3K - $23.5K
|
1.52K
$761K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
45+ 4.7% |
$20.4K - $22.5K
|
1K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 1.05% |
$20.4K - $22.5K
|
4.34K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.99% |
$20K - $22K
|
4.47K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
44+ 6.8% |
$20K - $22K
|
691
$346K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
44New |
$20K - $22K
|
44
$22K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
43+ 4.49% |
$19.5K - $21.5K
|
1K
$501K
|