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, PA8.31MShares$518 Million0.01% of portfolio
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Black Rock Inc. New York, NY8.15MShares$508 Million0.01% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.92MShares$431 Million1.03% of portfolio
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London CO Of Virginia Richmond, VA3.54MShares$221 Million1.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.94MShares$183 Million0.03% of portfolio
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State Street Corp Boston, MA2.77MShares$173 Million0.01% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT2.73MShares$170 Million0.9% of portfolio
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Goldman Sachs Group Inc New York, NY2.36MShares$147 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.26MShares$141 Million0.04% of portfolio
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Geode Capital Management, LLC Boston, MA1.63MShares$102 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 |
|---|---|---|---|---|---|
|
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%
|
-
|
|
Jun 20
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
30
+1.11%
|
-
|
|
Jun 20
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
3
+1.08%
|
-
|
|
Jun 20
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
22
+1.08%
|
-
|
|
Jun 20
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
28
+1.09%
|
-
|
|
Jun 20
2025
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
14
+0.56%
|
-
|
|
May 01
2025
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
38
+50.0%
|
-
|
|
Mar 27
2025
|
Louise Mirrer |
BUY
Grant, award, or other acquisition
|
Direct |
13
+1.05%
|
-
|
|
Mar 27
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
1
+0.81%
|
-
|
|
Mar 27
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
22
+1.04%
|
-
|
|
Mar 27
2025
|
Kenneth Shropshire |
BUY
Grant, award, or other acquisition
|
Direct |
28
+1.05%
|
-
|
|
Mar 27
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
5
+0.91%
|
-
|
|
Mar 27
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
21
+1.04%
|
-
|
|
Mar 27
2025
|
Laila Worrell |
BUY
Grant, award, or other acquisition
|
Direct |
27
+1.06%
|
-
|
|
Mar 07
2025
|
Kenneth Moelis Chairman, CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
2
+0.0%
|
-
|
|
Feb 21
2025
|
Kenneth Shropshire |
SELL
Open market or private sale
|
Direct |
2,551
-26.88%
|
$183,672
$72.3 P/Share
|
|
Feb 19
2025
|
Ciafone Katherine Pilcher Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
3,515
-47.19%
|
$260,110
$74.0 P/Share
|
|
Feb 19
2025
|
Ciafone Katherine Pilcher Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1
-0.01%
|
$74
$74.0 P/Share
|
|
Feb 19
2025
|
Ciafone Katherine Pilcher Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
7,450
+50.0%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 1.74K shares |
|---|---|
| Exercise of conversion of derivative security | 688K shares |
| Open market or private sale | 180K shares |
|---|---|
| Payment of exercise price or tax liability | 2.51K shares |