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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$883 - $1.04K
|
18
$1.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200New |
$9.82K - $11.6K
|
200
$14.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.52K - $1.8K
|
31
$2.24K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-76- 1.2% |
$3.73K - $4.4K
|
6.27K
$452K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
862+ 1.98% |
$44.9K - $49.7K
|
44.3K
$3.19M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-700- 77.78% |
$36.4K - $40.4K
|
200
$14.4K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.51KNew |
$235K - $260K
|
4.51K
$325K
|
|
|
May 15, 2024
Q1 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
200KNew |
$10.4M - $11.5M
|
200K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.59KNew |
$343K - $380K
|
6.59K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$393K - $436K
|
7.55K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
6.29KNew |
$328K - $363K
|
6.29K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-336- 8.73% |
$17.5K - $19.4K
|
3.51K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.8KNew |
$614K - $681K
|
11.8K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.84K- 99.77% |
$200K - $222K
|
9
$649
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.8KNew |
$1.19M - $1.31M
|
22.8K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
4.12KNew |
$214K - $237K
|
4.12K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
74.8KNew |
$3.89M - $4.31M
|
74.8K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 22.61% |
$55.1K - $61K
|
3.62K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-188- 4.98% |
$9.79K - $10.8K
|
3.59K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
122New |
$6.35K - $7.04K
|
122
$8.8K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
543New |
$28.3K - $31.3K
|
543
$39.2K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.1KNew |
$734K - $813K
|
14.1K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-320- 0.88% |
$16.7K - $18.5K
|
36K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-277- 0.4% |
$14.4K - $16K
|
68.2K
$4.92M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
63.4KNew |
$3.3M - $3.66M
|
63.4K
$4.57M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $115
|
4.97K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.03K+ 66.24% |
$158K - $175K
|
7.59K
$548K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5KNew |
$260K - $288K
|
5K
$361K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
16.6KNew |
$865K - $958K
|
16.6K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.3K+ 27.89% |
$67.7K - $75K
|
5.97K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
413New |
$21.5K - $23.8K
|
413
$29.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.73K- 19.13% |
$142K - $157K
|
11.5K
$831K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54New |
$2.81K - $3.11K
|
54
$3.89K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.23KNew |
$481K - $533K
|
9.23K
$666K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
79New |
$4.11K - $4.56K
|
79
$5.7K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 36.36% |
$10.4K - $11.5K
|
350
$25.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39New |
$2.03K - $2.25K
|
39
$2.81K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14New |
$547 - $815
|
14
$1.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$824K - $1.23M
|
21.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-80.2K- 75.14% |
$3.14M - $4.67M
|
26.6K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$8.32K - $12.4K
|
213
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 1.12% |
$547 - $815
|
1.26K
$90.9K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65- 1.43% |
$2.54K - $3.78K
|
4.49K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.29K+ 61300.0% |
$168K - $250K
|
4.3K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
54.9KNew |
$2.14M - $3.19M
|
54.9K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-5.73KClosed |
$224K - $333K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 50.0% |
$117 - $175
|
3
$216
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 2.5% |
$274 - $407
|
273
$19.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-13- 0.11% |
$508 - $757
|
11.8K
$847K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
13KNew |
$507K - $755K
|
13K
$936K
|
|