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 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
$362K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5New |
$173 - $232
|
5
$361
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
153New |
$5.29K - $7.1K
|
153
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17.5KNew |
$606K - $814K
|
17.5K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
683KNew |
$23.6M - $31.7M
|
683K
$49.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.22KNew |
$215K - $289K
|
6.22K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.81K- 47.53% |
$166K - $223K
|
5.31K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27New |
$933 - $1.25K
|
27
$1.95K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.36K+ 12.68% |
$47K - $63K
|
12.1K
$871K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
334New |
$11.5K - $15.5K
|
334
$24.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
20New |
$691 - $928
|
20
$1.44K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 48.52% |
$4.53K - $6.08K
|
139
$10K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
705+ 10.23% |
$24.4K - $32.7K
|
7.6K
$548K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
25New |
$864 - $1.16K
|
25
$1.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$415 - $557
|
12
$865
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$104K - $139K
|
3K
$216K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
534+ 74.48% |
$18K - $25.5K
|
1.25K
$90.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
244+ 1.68% |
$8.23K - $11.7K
|
14.7K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-620- 7.75% |
$20.9K - $29.6K
|
7.38K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 23.53% |
$1.35K - $1.91K
|
130
$9.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.83KNew |
$264K - $374K
|
7.83K
$564K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-14- 0.24% |
$472 - $669
|
5.8K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.7K- 15.35% |
$125K - $177K
|
20.4K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.5KNew |
$724K - $1.03M
|
21.5K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.8K- 3.49% |
$94.3K - $134K
|
77.3K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
19.1KNew |
$645K - $913K
|
19.1K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$202 - $287
|
6
$433
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
246+ 47.95% |
$8.3K - $11.8K
|
759
$54.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
625+ 3.37% |
$21.1K - $29.9K
|
19.2K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.26K+ 54.4% |
$76.2K - $108K
|
6.41K
$462K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
3.26K+ 16.22% |
$110K - $156K
|
23.3K
$1.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
851New |
$28.7K - $40.7K
|
851
$61.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1K+ 9.64% |
$33.7K - $47.8K
|
11.4K
$820K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
348+ 43.02% |
$11.7K - $16.6K
|
1.16K
$83.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
374New |
$12.6K - $17.9K
|
374
$27K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-193- 81.43% |
$6.51K - $9.22K
|
44
$3.17K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-161Closed |
$6.15K - $7.73K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.75KNew |
$220K - $276K
|
5.75K
$415K
|
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$153 - $192
|
11.3K
$816K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16Closed |
$611 - $768
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-211Closed |
$8.06K - $10.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-169K- 80.81% |
$6.47M - $8.13M
|
40.2K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5.96K- 69.04% |
$228K - $286K
|
2.67K
$193K
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.73KNew |
$219K - $275K
|
5.73K
$413K
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-18KClosed |
$687K - $864K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
15.8KNew |
$602K - $756K
|
15.8K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-17.1K- 75.55% |
$652K - $819K
|
5.52K
$398K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-20.8K- 99.09% |
$792K - $996K
|
190
$13.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
54.4K+ 38.18% |
$2.08M - $2.61M
|
197K
$14.2M
|
|