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 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.99K- 20.03% |
$111K - $147K
|
11.9K
$890K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
35+ 44.3% |
$1.3K - $1.73K
|
114
$8.51K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106- 1.04% |
$3.94K - $5.23K
|
10K
$750K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
362New |
$13.4K - $17.9K
|
362
$27K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
17+ 73.91% |
$632 - $839
|
40
$2.99K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 8.7% |
$74.3 - $98.7
|
25
$1.87K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35.1KNew |
$1.3M - $1.73M
|
35.1K
$2.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
166New |
$6.17K - $8.19K
|
166
$12.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
308New |
$11.4K - $15.2K
|
308
$23K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.06K+ 5.72% |
$39.3K - $52.2K
|
19.6K
$1.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
93.7KNew |
$3.48M - $4.62M
|
93.7K
$7M
|
|
|
Apr 11, 2023
Q1 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
298KNew |
$11.1M - $14.7M
|
298K
$22.3M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44Closed |
$1.52K - $2.04K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.1% |
$173 - $232
|
5.02K
$375K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5New |
$173 - $232
|
5
$373
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17.5KNew |
$606K - $814K
|
17.5K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.22KNew |
$215K - $289K
|
6.22K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
683KNew |
$23.6M - $31.7M
|
683K
$51M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
153New |
$5.29K - $7.1K
|
153
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27New |
$933 - $1.25K
|
27
$2.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.81K- 47.53% |
$166K - $223K
|
5.31K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-458K- 42.28% |
$15.8M - $21.2M
|
625K
$46.7M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 4.77% |
$1.73K - $2.32K
|
1.1K
$82.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
334New |
$11.5K - $15.5K
|
334
$24.9K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.36K+ 12.68% |
$47K - $63K
|
12.1K
$902K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
20New |
$691 - $928
|
20
$1.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 48.52% |
$4.53K - $6.08K
|
139
$10.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.2K+ 9.33% |
$180K - $241K
|
61K
$4.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
705+ 10.23% |
$24.4K - $32.7K
|
7.6K
$567K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-60- 5.5% |
$2.07K - $2.78K
|
1.03K
$76.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
25New |
$864 - $1.16K
|
25
$1.87K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$415 - $557
|
12
$896
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$104K - $139K
|
3K
$224K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
534+ 74.48% |
$18K - $25.5K
|
1.25K
$93.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.83KNew |
$264K - $374K
|
7.83K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.8K- 3.49% |
$94.3K - $134K
|
77.3K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.85K+ 79.83% |
$332K - $471K
|
22.2K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
19.1KNew |
$645K - $913K
|
19.1K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.7K- 15.35% |
$125K - $177K
|
20.4K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-14- 0.24% |
$472 - $669
|
5.8K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
244+ 1.68% |
$8.23K - $11.7K
|
14.7K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.5KNew |
$724K - $1.03M
|
21.5K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-54.6K- 48.59% |
$1.84M - $2.61M
|
57.7K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-620- 7.75% |
$20.9K - $29.6K
|
7.38K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 23.53% |
$1.35K - $1.91K
|
130
$9.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
SELL
|
- |
-6.97K- 14.92% |
$235K - $333K
|
39.7K
$2.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$202 - $287
|
6
$448
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
246+ 47.95% |
$8.3K - $11.8K
|
759
$56.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
625+ 3.37% |
$21.1K - $29.9K
|
19.2K
$1.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.26K+ 54.4% |
$76.2K - $108K
|
6.41K
$479K
|
|