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-
Vanguard Group Inc Valley Forge, PA8.73MShares$553 Million0.01% of portfolio
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Black Rock Inc. New York, NY8.15MShares$516 Million0.01% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.46MShares$409 Million1.18% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT3.3MShares$209 Million1.32% of portfolio
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London CO Of Virginia Richmond, VA3.27MShares$207 Million1.36% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.13MShares$198 Million0.04% of portfolio
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State Street Corp Boston, MA2.89MShares$183 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.27MShares$144 Million0.04% of portfolio
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Geode Capital Management, LLC Boston, MA2.08MShares$132 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY1.79MShares$113 Million0.02% 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 |
|---|---|---|---|---|---|
|
Oct 30
2025
|
Kenneth Moelis Executive Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
73
+0.03%
|
-
|
|
Sep 18
2025
|
Thorold Barker |
BUY
Grant, award, or other acquisition
|
Direct |
13
+0.8%
|
-
|
|
Sep 18
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
1
+0.48%
|
-
|
|
Sep 18
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
14
+0.78%
|
-
|
|
Sep 18
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
17
+0.79%
|
-
|
|
Sep 18
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
15
+0.8%
|
-
|
|
Sep 18
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
14
+0.82%
|
-
|
|
Sep 18
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
16
+0.78%
|
-
|
|
Sep 18
2025
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
14
+0.82%
|
-
|
|
Sep 18
2025
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
10
+0.4%
|
-
|
|
Aug 22
2025
|
Kenneth Shropshire |
SELL
Open market or private sale
|
Direct |
2,615
-26.89%
|
$188,280
$72.52 P/Share
|
|
Jul 25
2025
|
Osamu R. Watanabe General Counsel, Secretary |
SELL
Open market or private sale
|
Direct |
6,340
-97.98%
|
$456,480
$72.64 P/Share
|
|
Jul 14
2025
|
Thorold Barker |
BUY
Grant, award, or other acquisition
|
Direct |
1,601
+50.0%
|
-
|
|
Jul 01
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
208
+50.0%
|
-
|
|
Jul 01
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
1,761
+50.0%
|
-
|
|
Jul 01
2025
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
1,681
+50.0%
|
-
|
|
Jul 01
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
1,841
+50.0%
|
-
|
|
Jul 01
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
1,681
+50.0%
|
-
|
|
Jun 20
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
0
|
-
|
|
Jun 20
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
23
+1.08%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 9.29K shares |
|---|---|
| Exercise of conversion of derivative security | 580K shares |
| Open market or private sale | 72.1K shares |
|---|---|
| Payment of exercise price or tax liability | 1.75K shares |