Institutional shares held 75.1 Million
83.7K calls
12.8K puts
Total value of holdings $5.29B
$5.89M calls
$900K puts
Market Cap $4.33B
61,011,100 Shares Out.
Institutional ownership 123.15%
# of Institutions 419


Latest Institutional Activity in MC

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 337K ($23.9M)
Q2 2025
Callan Family Office, LLC Shares Held: 84.7K ($6.02M)
Q2 2025
Blue Zone Wealth Advisors, LLC Shares Held: 80.3K ($5.7M)
Q2 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 67.5K ($4.8M)
Q2 2025
Drucker Wealth 3.0, LLC Shares Held: 6.85K ($486K)

Top Sells

Q2 2025
Assenagon Asset Management S.A. Shares Held: 26K ($1.85M)
Q2 2025
Eagle Rock Investment Company, LLC Shares Held: 30.1K ($2.14M)
Q2 2025
Trust Point Inc. Shares Held: 6.88K ($489K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 334 ($23.7K)
Q2 2025
Palisades Investment Partners, LLC Shares Held: 76K ($5.4M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
591K Shares
From 13 Insiders
Grant, award, or other acquisition 10.5K shares
Exercise of conversion of derivative security 581K shares
Sell / Disposition
176K Shares
From 17 Insiders
Open market or private sale 173K shares
Payment of exercise price or tax liability 2.14K shares

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