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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-927- 4.21% |
$59.3K - $72.1K
|
21.1K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
237+ 2.37% |
$15.2K - $18.4K
|
10.2K
$687K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 1.67% |
$85.7K - $104K
|
81.6K
$5.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 3.13% |
$192 - $233
|
93
$6.24K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
61+ 0.84% |
$3.9K - $4.74K
|
7.33K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 43.99% |
$11.7K - $14.2K
|
599
$40.2K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.5KNew |
$866K - $1.05M
|
13.5K
$908K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
100+ 0.36% |
$6.4K - $7.78K
|
27.6K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 41.32% |
$8.83K - $10.7K
|
472
$31.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.66K- 16.42% |
$298K - $362K
|
23.7K
$1.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.78K+ 25.9% |
$114K - $139K
|
8.67K
$582K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.14KNew |
$265K - $322K
|
4.14K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
368+ 4.08% |
$23.6K - $28.6K
|
9.39K
$630K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
63.5K+ 12.65% |
$4.07M - $4.94M
|
566K
$38M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$64 - $77.8
|
1
$67.1
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-35- 0.4% |
$2.24K - $2.72K
|
8.78K
$589K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$64 - $77.8
|
182
$12.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.64K- 14.0% |
$233K - $283K
|
22.4K
$1.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
506+ 10.24% |
$32.4K - $39.3K
|
5.45K
$365K
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-9.95K- 64.72% |
$637K - $774K
|
5.43K
$364K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302+ 25.0% |
$19.3K - $23.5K
|
1.51K
$101K
|
|
| Q2 2025 | |||||||
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-461- 3.91% |
$22.5K - $29K
|
11.3K
$760K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.7K+ 2.92% |
$83.1K - $107K
|
59.9K
$4.02M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-469- 12.5% |
$22.9K - $29.5K
|
3.28K
$220K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.66K+ 100.0% |
$179K - $230K
|
7.31K
$491K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.08K- 3.48% |
$52.9K - $68.2K
|
30K
$2.01M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 10.62% |
$64.8K - $83.5K
|
13.8K
$927K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
35K+ 262.98% |
$1.71M - $2.21M
|
48.4K
$3.25M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
29.2K+ 251.1% |
$1.43M - $1.84M
|
40.8K
$2.74M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.7K+ 5.21% |
$132K - $170K
|
54.5K
$3.66M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.25KNew |
$256K - $331K
|
5.25K
$352K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.37K- 29.95% |
$214K - $275K
|
10.2K
$686K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-27.4K- 76.79% |
$1.34M - $1.72M
|
8.27K
$555K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.3KNew |
$210K - $271K
|
4.3K
$289K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.2K+ 13682.93% |
$548K - $707K
|
11.3K
$758K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.4K+ 300.68% |
$215K - $277K
|
5.86K
$393K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 5.55% |
$1.84M - $2.38M
|
717K
$48.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-654- 13.81% |
$32K - $41.2K
|
4.08K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
760+ 4.91% |
$37.1K - $47.9K
|
16.2K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
145+ 3.36% |
$7.08K - $9.13K
|
4.46K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-19K- 44.12% |
$929K - $1.2M
|
24.1K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
259K+ 40.21% |
$12.7M - $16.3M
|
904K
$60.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
112K+ 4.11% |
$5.49M - $7.07M
|
2.85M
$191M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.49K+ 31.12% |
$464K - $598K
|
40K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.4K+ 17.23% |
$410K - $529K
|
57.1K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
609K+ 1161.81% |
$29.8M - $38.4M
|
662K
$44.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 6.01% |
$6.64M - $8.56M
|
2.4M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.63K+ 4.12% |
$177K - $228K
|
91.5K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-14.5K- 35.45% |
$708K - $913K
|
26.4K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-944- 0.67% |
$46.1K - $59.5K
|
140K
$9.39M
|
|