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, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$352 - $524
|
29
$1.68K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
4.9KNew |
$192K - $285K
|
4.9K
$284K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 2.5% |
$274 - $407
|
273
$15.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-13- 0.11% |
$508 - $757
|
11.8K
$681K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
13KNew |
$507K - $755K
|
13K
$751K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.01K - $4.48K
|
77
$4.46K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.49KNew |
$176K - $261K
|
4.49K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
136K+ 22.1% |
$5.32M - $7.93M
|
753K
$43.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2K+ 3.64% |
$78.3K - $117K
|
57K
$3.3M
|
|
| Q3 2023 | |||||||
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.2K+ 11.4% |
$96.5K - $114K
|
21.5K
$1.25M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.2KNew |
$96.7K - $115K
|
2.2K
$128K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
96+ 0.91% |
$4.21K - $4.99K
|
10.7K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.02% |
$43.9 - $52
|
4.51K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.45K- 2.69% |
$63.5K - $75.3K
|
52.4K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.62K+ 26.94% |
$71.2K - $84.4K
|
7.65K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
6.81K+ 111.72% |
$299K - $354K
|
12.9K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$219 - $260
|
5
$290
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
670+ 3.35% |
$29.4K - $34.8K
|
20.7K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 1.66% |
$570 - $676
|
770
$44.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$1.08M - $1.28M
|
24.5K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.4KNew |
$542K - $642K
|
12.4K
$715K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 19.18% |
$614 - $728
|
59
$3.42K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
72New |
$3.16K - $3.74K
|
72
$4.17K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.61K+ 0.76% |
$70.5K - $83.5K
|
213K
$12.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
637+ 9.21% |
$28K - $33.1K
|
7.56K
$438K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45New |
$1.97K - $2.34K
|
45
$2.61K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
308New |
$13.5K - $16K
|
308
$17.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-66K- 44.86% |
$2.9M - $3.43M
|
81.1K
$4.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37New |
$1.62K - $1.92K
|
37
$2.14K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 3.7% |
$43.9 - $52
|
26
$1.51K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
24+ 18.75% |
$1.05K - $1.25K
|
152
$8.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.85K- 25.52% |
$81.1K - $96.2K
|
5.4K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
83K+ 16435.64% |
$3.64M - $4.32M
|
83.5K
$4.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
15.4KNew |
$675K - $800K
|
15.4K
$891K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.3KNew |
$318K - $433K
|
9.3K
$539K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
574New |
$19.6K - $26.7K
|
574
$33.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
28.8K+ 45.15% |
$985K - $1.34M
|
92.6K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.84KNew |
$166K - $225K
|
4.84K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
57.6KNew |
$1.97M - $2.68M
|
57.6K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
185KNew |
$6.33M - $8.61M
|
185K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
5KNew |
$171K - $233K
|
5K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.07K- 92.46% |
$208K - $282K
|
495
$28.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.54K - $2.09K
|
45
$2.61K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$479 - $651
|
14
$811
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 210.0% |
$719 - $977
|
31
$1.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
11.8KNew |
$402K - $547K
|
11.8K
$681K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$34.2 - $46.5
|
9
$521
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
467+ 1.51% |
$16K - $21.7K
|
31.3K
$1.81M
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
110New |
$4.09K - $5.43K
|
110
$6.37K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-5.28K- 35.78% |
$196K - $260K
|
9.47K
$548K
|
|