Latest Institutional Transactions on Moelis & CO (MC)

MC Quotes by TradingView

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
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
77
New
$3.01K - $4.48K
77 $5.55K
Jan 24, 2024 Q4 2023
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
4.49K
New
$176K - $261K
4.49K $324K
Jan 24, 2024 Q4 2023
Vaughan Nelson Investment Management, L.P.

BUY
 -
136K
+ 22.1%
$5.32M - $7.93M
753K $54.3M
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
2K
+ 3.64%
$78.3K - $117K
57K $4.11M
Q3 2023
Nov 29, 2023 Q3 2023
Neo Ivy Capital Management

New York, NY
BUY
 -
2.2K
New
$96.7K - $115K
2.2K $159K
Nov 15, 2023 Q3 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
96
+ 0.91%
$4.21K - $4.99K
10.7K $772K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1
- 0.02%
$43.9 - $52
4.51K $325K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
5
New
$219 - $260
5 $361
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
SELL
 -
-1.45K
- 2.69%
$63.5K - $75.3K
52.4K $3.78M
Nov 14, 2023 Q3 2023
Capital Impact Advisors, LLC

Boston, MA
BUY
 -
6.81K
+ 111.72%
$299K - $354K
12.9K $930K
Nov 13, 2023 Q3 2023
Numerai Gp LLC

San Francisco, CA
BUY
 -
24.5K
New
$1.08M - $1.28M
24.5K $1.77M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
12.4K
New
$542K - $642K
12.4K $891K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-13
- 1.66%
$570 - $676
770 $55.5K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.61K
+ 0.76%
$70.5K - $83.5K
213K $15.4M
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
72
New
$3.16K - $3.74K
72 $5.19K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
637
+ 9.21%
$28K - $33.1K
7.56K $545K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
45
New
$1.97K - $2.34K
45 $3.24K
Oct 24, 2023 Q3 2023
Adirondack Retirement Specialists, Inc.

SELL
 -
-66K
- 44.86%
$2.9M - $3.43M
81.1K $5.85M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
308
New
$13.5K - $16K
308 $22.2K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
37
New
$1.62K - $1.92K
37 $2.67K
Oct 18, 2023 Q3 2023
Washington Trust CO

SELL
 -
-1
- 3.7%
$43.9 - $52
26 $1.87K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
24
+ 18.75%
$1.05K - $1.25K
152 $11K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
15.4K
New
$675K - $800K
15.4K $1.11M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-1.85K
- 25.52%
$81.1K - $96.2K
5.4K $389K
Q2 2023
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
574
New
$19.6K - $26.7K
574 $41.4K
Aug 14, 2023 Q2 2023
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 CALL
5K
New
$171K - $233K
5K $361K
Aug 14, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
57.6K
New
$1.97M - $2.68M
57.6K $4.15M
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.84K
New
$166K - $225K
4.84K $349K
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
28.8K
+ 45.15%
$985K - $1.34M
92.6K $6.67M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
45
New
$1.54K - $2.09K
45 $3.24K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
14
New
$479 - $651
14 $1.01K
Jul 12, 2023 Q2 2023
Sciencast Management LP

BUY
 -
11.8K
New
$402K - $547K
11.8K $848K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 10.0%
$34.2 - $46.5
9 $649
Jul 06, 2023 Q2 2023
Richard P Slaughter Associates Inc

BUY
 -
467
+ 1.51%
$16K - $21.7K
31.3K $2.26M
Q1 2023
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
110
New
$4.09K - $5.43K
110 $7.93K
May 15, 2023 Q1 2023
Macquarie Group LTD

Australia, C3
BUY
 -
3.53K
+ 14.7%
$131K - $174K
27.5K $1.98M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-73
- 4.06%
$2.71K - $3.6K
1.73K $125K
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
75.5K
New
$2.8M - $3.72M
75.5K $5.44M
May 12, 2023 Q1 2023
Winton Group LTD

London, X0
BUY
 -
5.27K
New
$196K - $260K
5.27K $380K
May 11, 2023 Q1 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-6.02K
- 43.23%
$224K - $297K
7.9K $570K
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-1.14K
- 14.19%
$42.4K - $56.2K
6.89K $497K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-106
- 1.04%
$3.94K - $5.23K
10K $724K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
17
+ 73.91%
$632 - $839
40 $2.88K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
2
+ 8.7%
$74.3 - $98.7
25 $1.8K
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
35.1K
New
$1.3M - $1.73M
35.1K $2.53M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
166
New
$6.17K - $8.19K
166 $12K
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
308
New
$11.4K - $15.2K
308 $22.2K
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
1.06K
+ 5.72%
$39.3K - $52.2K
19.6K $1.41M
Apr 11, 2023 Q1 2023
Newport Capital Group, LLC

BUY
 -
298K
New
$11.1M - $14.7M
298K $21.5M

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