Latest Institutional Transactions on Moelis & CO (MC)
This table provides information on the latest institutional transactions involving Moelis & CO (MC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.11K+ 15.23% |
$296K - $415K
|
38.7K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-14K- 3.18% |
$811K - $1.14M
|
426K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-6.44K- 7.5% |
$373K - $523K
|
79.4K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.99K- 1.74% |
$173K - $243K
|
169K
$9.05M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
155New |
$8.98K - $12.6K
|
155
$8.3K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-172- 0.84% |
$9.96K - $14K
|
20.2K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-414- 0.68% |
$24K - $33.6K
|
60.3K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
6.32K+ 12.19% |
$366K - $513K
|
58.2K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-132- 1.57% |
$7.64K - $10.7K
|
8.29K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-528- 0.12% |
$30.6K - $42.9K
|
426K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.64% |
$52.1K - $73.1K
|
33.2K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.41K+ 213.29% |
$313K - $439K
|
7.95K
$426K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
88.5K+ 234.97% |
$5.13M - $7.19M
|
126K
$6.76M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-508- 1.77% |
$29.4K - $41.2K
|
28.1K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 9.04% |
$927 - $1.3K
|
193
$10.3K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.1K- 6.89% |
$122K - $170K
|
28.4K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
204+ 0.27% |
$11.8K - $16.6K
|
76.7K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-630- 17.63% |
$36.5K - $51.2K
|
2.94K
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.5KNew |
$667K - $936K
|
11.5K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39+ 125.81% |
$2.26K - $3.17K
|
70
$3.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 26.17% |
$206K - $288K
|
17.1K
$917K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
17.3K+ 29.37% |
$1M - $1.41M
|
76.3K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
294+ 5.79% |
$17K - $23.9K
|
5.37K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
118+ 1.16% |
$6.83K - $9.58K
|
10.3K
$550K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.8K- 3.18% |
$104K - $146K
|
55K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.92K+ 1.39% |
$285K - $400K
|
358K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-289- 56.78% |
$16.7K - $23.5K
|
220
$11.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.11K- 17.56% |
$64.2K - $90.1K
|
5.21K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
213+ 3.34% |
$12.3K - $17.3K
|
6.59K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.98KNew |
$231K - $323K
|
3.98K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.73KNew |
$332K - $465K
|
5.73K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-29- 2.62% |
$1.68K - $2.35K
|
1.08K
$57.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
86.1K+ 346.46% |
$4.98M - $6.99M
|
111K
$5.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-460- 2.77% |
$26.6K - $37.4K
|
16.2K
$866K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8K+ 2.32% |
$463K - $650K
|
352K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
581+ 4.18% |
$33.6K - $47.2K
|
14.5K
$776K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$927 - $1.3K
|
16
$857
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-526- 2.55% |
$30.5K - $42.7K
|
20.1K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-700- 4.07% |
$40.5K - $56.8K
|
16.5K
$884K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
26New |
$1.51K - $2.11K
|
26
$1.39K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-121- 32.61% |
$7.01K - $9.83K
|
250
$13.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.97K+ 7.67% |
$172K - $241K
|
41.7K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.5KNew |
$3.33M - $4.67M
|
57.5K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 16.11% |
$1.97K - $2.76K
|
177
$9.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
82New |
$4.75K - $6.66K
|
82
$4.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
40+ 1.04% |
$2.32K - $3.25K
|
3.87K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$1.51K - $2.11K
|
26
$1.39K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43New |
$2.49K - $3.49K
|
43
$2.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.73K- 6.95% |
$158K - $221K
|
36.5K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.39K+ 42.6% |
$80.7K - $113K
|
4.66K
$250K
|