Moelis & CO MC
We take great care to ensure that the data presented and summarized in this overview for Moelis & Co is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding MC
View all-
Black Rock Inc. New York, NY8.15MShares$598 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA8.05MShares$591 Million0.01% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.23MShares$531 Million1.13% of portfolio
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London CO Of Virginia Richmond, VA3.69MShares$271 Million1.36% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT2.85MShares$209 Million0.97% of portfolio
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State Street Corp Boston, MA2.73MShares$201 Million0.01% of portfolio
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Timucuan Asset Management Inc Jacksonville, FL2.58MShares$190 Million5.45% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.24MShares$165 Million0.04% of portfolio
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Goldman Sachs Group Inc New York, NY1.96MShares$144 Million0.02% of portfolio
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Heard Capital LLC Chicago, IL1.8MShares$132 Million6.91% of portfolio
Latest Institutional Activity in MC
Top Purchases
Top Sells
About MC
Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in New York, New York.
Insider Transactions at MC
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Nov 07
2024
|
Christopher Callesano Principal Accounting Officer |
SELL
Open market or private sale
|
Direct |
885
-100.0%
|
$70,800
$80.0 P/Share
|
|
Oct 24
2024
|
Eric Cantor Vice Chairman, MD |
SELL
Payment of exercise price or tax liability
|
Direct |
391
-0.2%
|
$26,588
$68.24 P/Share
|
|
Oct 24
2024
|
Eric Cantor Vice Chairman, MD |
BUY
Exercise of conversion of derivative security
|
Direct |
890
+0.45%
|
-
|
|
Sep 26
2024
|
John A Allison |
BUY
Grant, award, or other acquisition
|
Direct |
9
+0.83%
|
-
|
|
Sep 26
2024
|
John A Allison |
BUY
Grant, award, or other acquisition
|
Direct |
16
+0.81%
|
-
|
|
Sep 26
2024
|
John A Allison |
BUY
Grant, award, or other acquisition
|
Direct |
21
+0.85%
|
-
|
|
Sep 26
2024
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
9
+0.83%
|
-
|
|
Sep 26
2024
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
16
+0.81%
|
-
|
|
Sep 26
2024
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
21
+0.85%
|
-
|
|
Sep 26
2024
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
2
+0.82%
|
-
|
|
Sep 26
2024
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
17
+0.82%
|
-
|
|
Sep 26
2024
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
22
+0.84%
|
-
|
|
Sep 24
2024
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
1,206
+50.0%
|
-
|
|
Jul 31
2024
|
Kenneth Shropshire |
SELL
Open market or private sale
|
Direct |
495
-5.02%
|
$34,155
$69.29 P/Share
|
|
Jul 31
2024
|
Kenneth Moelis Chairman, CEO |
SELL
Open market or private sale
|
Indirect |
6,494
-100.0%
|
$448,086
$69.16 P/Share
|
|
Jul 30
2024
|
Kenneth Moelis Chairman, CEO |
SELL
Open market or private sale
|
Indirect |
93,506
-93.51%
|
$6,358,408
$68.87 P/Share
|
|
Jul 30
2024
|
Kenneth Moelis Chairman, CEO |
SELL
Open market or private sale
|
Direct |
5,308
-98.41%
|
$360,944
$68.87 P/Share
|
|
Jul 30
2024
|
Ciafone Katherine Pilcher Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
3,666
-100.0%
|
$249,288
$68.88 P/Share
|
|
Jul 25
2024
|
Kenneth Moelis Chairman, CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
55
+1.01%
|
-
|
|
Jul 25
2024
|
Kenneth Moelis Chairman, CEO |
BUY
Exercise of conversion of derivative security
|
Indirect |
100,000
+50.0%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 10.1K shares |
|---|---|
| Exercise of conversion of derivative security | 741K shares |
| Open market or private sale | 875K shares |
|---|---|
| Payment of exercise price or tax liability | 3.53K shares |