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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-30KClosed |
$1.59M - $1.91M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.85KClosed |
$415K - $501K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.76KClosed |
$199K - $240K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.49KClosed |
$290K - $350K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-26Closed |
$1.38K - $1.66K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.85M - $2.23M
|
35K
$2.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-48Closed |
$2.54K - $3.06K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-4.05KClosed |
$214K - $258K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-924- 96.96% |
$48.9K - $58.9K
|
29
$2.17K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-179Closed |
$9.47K - $11.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
85New |
$4.5K - $5.42K
|
85
$6.35K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-162Closed |
$8.57K - $10.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.04KClosed |
$309K - $349K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-27.2KClosed |
$1.39M - $1.57M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-98.8KClosed |
$5.06M - $5.7M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$512 - $577
|
10
$747
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-440Closed |
$22.5K - $25.4K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
SELL
|
- |
-35Closed |
$1.79K - $2.02K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-56Closed |
$2.87K - $3.23K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2K+ 11.37% |
$61.5K - $69.3K
|
11.8K
$878K
|
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-175Closed |
$8.96K - $10.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 18, 2022
Q1 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-345- 1.17% |
$15.8K - $20K
|
29.2K
$2.18M
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-11.4KClosed |
$526K - $663K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
4.9KNew |
$225K - $284K
|
4.9K
$366K
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.27KClosed |
$58.3K - $73.6K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.49KClosed |
$206K - $260K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-163KClosed |
$7.49M - $9.45M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-39Closed |
$1.79K - $2.26K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-8KClosed |
$367K - $464K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-353Closed |
$16.2K - $20.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4Closed |
$184 - $232
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-118Closed |
$5.42K - $6.84K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 8.33% |
$184 - $232
|
44
$3.29K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-15KClosed |
$527K - $713K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
18.1KNew |
$636K - $861K
|
18.1K
$1.35M
|
|
|
Feb 12, 2021
Q4 2020
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-898KClosed |
$31.5M - $42.6M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-300KClosed |
$10.5M - $14.3M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-8.8KClosed |
$309K - $418K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-416KClosed |
$14.6M - $19.8M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3Closed |
$105 - $143
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-83Closed |
$2.92K - $3.94K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-47Closed |
$1.36K - $1.65K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6Closed |
$174 - $211
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-14.8KClosed |
$428K - $520K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.31KClosed |
$38K - $46.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-48.6KClosed |
$1.41M - $1.71M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-12.5KClosed |
$363K - $440K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-200Closed |
$5.79K - $7.03K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130New |
$3.45K - $4.92K
|
130
$9.71K
|
|