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$599 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.15MShares$599 Million0.01% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.1MShares$522 Million1.25% of portfolio
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London CO Of Virginia Richmond, VA3.67MShares$270 Million1.55% of portfolio
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State Street Corp Boston, MA2.86MShares$210 Million0.01% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT2.63MShares$194 Million0.98% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.17MShares$159 Million0.04% of portfolio
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Timucuan Asset Management Inc Jacksonville, FL2MShares$147 Million4.8% of portfolio
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Goldman Sachs Group Inc New York, NY1.78MShares$131 Million0.02% of portfolio
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Geode Capital Management, LLC Boston, MA1.59MShares$117 Million0.01% 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 |
|---|---|---|---|---|---|
|
Feb 18
2025
|
Joseph Simon Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,767
+50.0%
|
-
|
|
Feb 18
2025
|
Kenneth Moelis Chairman, CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
160,001
+24.99%
|
-
|
|
Feb 18
2025
|
Navid Mahmoodzadegan Co-President, MD |
BUY
Exercise of conversion of derivative security
|
Direct |
150,000
+50.0%
|
-
|
|
Feb 18
2025
|
Jeffrey Raich Co-President, MD |
BUY
Exercise of conversion of derivative security
|
Direct |
44,759
+50.0%
|
-
|
|
Feb 06
2025
|
Eric Cantor Vice Chairman, MD |
SELL
Payment of exercise price or tax liability
|
Direct |
385
-0.19%
|
$30,415
$79.68 P/Share
|
|
Feb 06
2025
|
Eric Cantor Vice Chairman, MD |
BUY
Exercise of conversion of derivative security
|
Direct |
876
+0.44%
|
-
|
|
Dec 03
2024
|
Eric Cantor Vice Chairman, MD |
SELL
Payment of exercise price or tax liability
|
Direct |
1,355
-0.68%
|
$101,625
$75.81 P/Share
|
|
Dec 03
2024
|
Eric Cantor Vice Chairman, MD |
BUY
Exercise of conversion of derivative security
|
Direct |
1,355
+0.68%
|
-
|
|
Dec 02
2024
|
John A Allison |
BUY
Grant, award, or other acquisition
|
Direct |
6
+0.74%
|
-
|
|
Dec 02
2024
|
John A Allison |
BUY
Grant, award, or other acquisition
|
Direct |
15
+0.76%
|
-
|
|
Dec 02
2024
|
John A Allison |
BUY
Grant, award, or other acquisition
|
Direct |
19
+0.76%
|
-
|
|
Dec 02
2024
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
1
+0.54%
|
-
|
|
Dec 02
2024
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
16
+0.77%
|
-
|
|
Dec 02
2024
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
20
+0.76%
|
-
|
|
Dec 02
2024
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
9
+0.74%
|
-
|
|
Dec 02
2024
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
6
+0.74%
|
-
|
|
Dec 02
2024
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
15
+0.76%
|
-
|
|
Dec 02
2024
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
19
+0.76%
|
-
|
|
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
|
Last 12 Months Summary
| Grant, award, or other acquisition | 10K shares |
|---|---|
| Exercise of conversion of derivative security | 483K shares |
| Open market or private sale | 503K shares |
|---|---|
| Payment of exercise price or tax liability | 2.81K shares |