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
May 03, 2022 Q1 2022
Edge Capital Group, LLC

SELL
 -
-1.27K
Closed
$56.3K - $80K
0 $0
May 02, 2022 Q1 2022
Levin Capital Strategies, L.P.

New York, NY
SELL
 -
-6K
Closed
$266K - $378K
0 $0
May 02, 2022 Q1 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-15.6K
Closed
$691K - $981K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-40
Closed
$1.78K - $2.52K
0 $0
Apr 27, 2022 Q1 2022
Dupont Capital Management Corp

SELL
 -
-20.1K
- 68.29%
$893K - $1.27M
9.33K $637K
Apr 27, 2022 Q1 2022
Counterpoint Mutual Funds LLC

SELL
 -
-418
Closed
$18.6K - $26.4K
0 $0
Apr 26, 2022 Q1 2022
Timber Creek Capital Management LLC

BUY
 -
140
New
$6.22K - $8.83K
140 $9.56K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-320
Closed
$14.2K - $20.2K
0 $0
Apr 21, 2022 Q1 2022
Sfmg, LLC

SELL
 -
-5.12K
Closed
$227K - $323K
0 $0
Apr 21, 2022 Q1 2022
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-8.7K
Closed
$386K - $549K
0 $0
Q4 2021
Feb 07, 2023 Q4 2021
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
5.98K
New
$354K - $460K
5.98K $408K
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-3
Closed
$177 - $231
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-422
Closed
$25K - $32.5K
0 $0
Feb 14, 2022 Q4 2021
Lee Ainslie Maverick Capital LTD | Dallas, Tx
SELL
 -
-11K
Closed
$651K - $848K
0 $0
Feb 14, 2022 Q4 2021
Capula Management LTD

Grand Cayman, E9
SELL
 -
-5.34K
Closed
$316K - $411K
0 $0
Feb 14, 2022 Q4 2021
Shay Capital LLC

New York, NY
SELL
 -
-15K
Closed
$887K - $1.15M
0 $0
Feb 11, 2022 Q4 2021
Park Circle CO

BUY
 -
7K
+ 16.21%
$414K - $539K
50.2K $3.42M
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$59.1 - $77
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-135
Closed
$7.98K - $10.4K
0 $0
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
9
New
$532 - $693
9 $614
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-70
Closed
$4.14K - $5.39K
0 $0
Feb 11, 2022 Q4 2021
Group One Trading, L.P.

Chicago, IL
SELL
 -
-1.9K
Closed
$112K - $146K
0 $0
Feb 10, 2022 Q4 2021
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-7.2K
Closed
$426K - $554K
0 $0
Feb 10, 2022 Q4 2021
Essex Investment Management CO LLC

Boston, MA
SELL
 -
-13.5K
Closed
$799K - $1.04M
0 $0
Feb 09, 2022 Q4 2021
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-3.75K
Closed
$222K - $289K
0 $0
Feb 03, 2022 Q4 2021
Sawgrass Asset Management LLC

SELL
 -
-3.77K
Closed
$223K - $290K
0 $0
Jan 28, 2022 Q4 2021
Rpg Investment Advisory, LLC

SELL
 -
-70
Closed
$4.14K - $5.39K
0 $0
Jan 27, 2022 Q4 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-680
Closed
$40.2K - $52.3K
0 $0
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-95
Closed
$5.62K - $7.31K
0 $0
Jan 18, 2022 Q4 2021
M&G Investment Management LTD

London, X0
SELL
 -
-27K
Closed
$1.6M - $2.08M
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-2.71K
Closed
$143K - $173K
0 $0
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-5.49K
Closed
$290K - $350K
0 $0
Nov 12, 2021 Q3 2021
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-7.85K
Closed
$415K - $501K
0 $0
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-3.76K
Closed
$199K - $240K
0 $0
Nov 12, 2021 Q3 2021
Caption Management, LLC

Oklahoma City, OK
SELL
 PUT
-30K
Closed
$1.59M - $1.91M
0 $0
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
56
New
$2.96K - $3.57K
56 $3.82K
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-48
Closed
$2.54K - $3.06K
0 $0
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-26
Closed
$1.38K - $1.66K
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
35K
New
$1.85M - $2.23M
35K $2.39M
Nov 01, 2021 Q3 2021
Lebenthal Global Advisors, LLC

SELL
 -
-4.05K
Closed
$214K - $258K
0 $0
Oct 27, 2021 Q3 2021
Westside Investment Management, Inc.

SELL
 -
-924
- 96.96%
$48.9K - $58.9K
29 $1.98K
Oct 26, 2021 Q3 2021
Cutler Group LP

SELL
 -
-179
Closed
$9.47K - $11.4K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
85
New
$4.5K - $5.42K
85 $5.8K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-162
Closed
$8.57K - $10.3K
0 $0
Q2 2021
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-6.04K
Closed
$309K - $349K
0 $0
Aug 16, 2021 Q2 2021
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
SELL
 -
-27.2K
Closed
$1.39M - $1.57M
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
10
New
$512 - $577
10 $683
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-98.8K
Closed
$5.06M - $5.7M
0 $0
Aug 10, 2021 Q2 2021
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-440
Closed
$22.5K - $25.4K
0 $0

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