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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.43K+ 22.15% |
$226K - $276K
|
18.9K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.98K- 21.83% |
$262K - $320K
|
14.2K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
629+ 0.35% |
$41.4K - $50.6K
|
181K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.14K- 53.98% |
$140K - $172K
|
1.82K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 2.27% |
$1.34M - $1.64M
|
876K
$69M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
829New |
$54.5K - $66.7K
|
829
$65.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 29.89% |
$14.3K - $17.5K
|
509
$40.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.4KNew |
$2.33M - $2.85M
|
35.4K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-890- 2.84% |
$58.5K - $71.6K
|
30.5K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2New |
$131 - $161
|
2
$158
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
663+ 0.78% |
$43.6K - $53.4K
|
85.9K
$6.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.17K- 10.34% |
$77K - $94.3K
|
10.2K
$800K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.6K+ 1.37% |
$830K - $1.02M
|
936K
$73.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$131 - $161
|
9.74K
$768K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.23K- 1.84% |
$212K - $260K
|
172K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-173- 0.69% |
$11.4K - $13.9K
|
25K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
163+ 0.8% |
$10.7K - $13.1K
|
20.4K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
907+ 1.66% |
$59.6K - $73K
|
55.4K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
16.8K+ 549.66% |
$1.1M - $1.35M
|
19.8K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
37.7KNew |
$2.48M - $3.03M
|
37.7K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.4K- 33.19% |
$355K - $435K
|
10.9K
$857K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
377KNew |
$24.8M - $30.3M
|
377K
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-114- 0.34% |
$7.49K - $9.18K
|
33.6K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
137KNew |
$9.04M - $11.1M
|
137K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
46+ 4.34% |
$3.02K - $3.7K
|
1.11K
$87.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-15.6K- 20.47% |
$1.03M - $1.26M
|
60.7K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-285- 2.66% |
$18.7K - $22.9K
|
10.4K
$822K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
158K+ 252.84% |
$10.4M - $12.7M
|
221K
$17.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 19.35% |
$1.97K - $2.41K
|
185
$14.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
491+ 148.34% |
$32.3K - $39.5K
|
822
$64.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
177New |
$11.6K - $14.2K
|
177
$13.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
799+ 368.2% |
$52.5K - $64.3K
|
1.02K
$80.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 1.98% |
$1.38K - $1.69K
|
1.08K
$85.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
140+ 5.84% |
$9.2K - $11.3K
|
2.54K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 12.5% |
$657 - $805
|
90
$7.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-103- 0.26% |
$6.77K - $8.29K
|
38.8K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
919+ 7.5% |
$60.4K - $74K
|
13.2K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
20+ 0.1% |
$1.31K - $1.61K
|
20.6K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
66+ 0.4% |
$4.34K - $5.31K
|
16.6K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.82K- 15.06% |
$580K - $710K
|
49.7K
$3.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.13K- 7.4% |
$206K - $252K
|
39.2K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.2K+ 35.74% |
$276K - $338K
|
16K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.09K+ 5.62% |
$138K - $168K
|
39.3K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 9.1% |
$6.57K - $8.05K
|
999
$78.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
344KNew |
$22.6M - $27.7M
|
344K
$27.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-75- 0.61% |
$4.93K - $6.04K
|
12.1K
$957K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
54New |
$3.55K - $4.35K
|
54
$4.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-401- 5.92% |
$26.4K - $32.3K
|
6.38K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
325+ 7.97% |
$21.4K - $26.2K
|
4.41K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-290- 4.11% |
$19.1K - $23.3K
|
6.77K
$533K
|