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
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 $649
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$59.1 - $77
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
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
Cibc World Market Inc.

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

BUY
 -
56
New
$2.96K - $3.57K
56 $4.04K
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
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 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
35K
New
$1.85M - $2.23M
35K $2.52M
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-48
Closed
$2.54K - $3.06K
0 $0
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 $2.09K
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 $6.13K
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 $721
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
Aug 04, 2021 Q2 2021
Nvwm, LLC

SELL
 -
-35
Closed
$1.79K - $2.02K
0 $0
Aug 03, 2021 Q2 2021
Accel Wealth Management

SELL
 -
-56
Closed
$2.87K - $3.23K
0 $0
Jul 22, 2021 Q2 2021
Evolution Wealth Advisors, LLC

SELL
 -
-175
Closed
$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 $2.1M
May 14, 2021 Q1 2021
Athanor Capital, LP

New York, NY
SELL
 -
-11.4K
Closed
$526K - $663K
0 $0
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
4.9K
New
$225K - $284K
4.9K $353K
May 11, 2021 Q1 2021
Kinloch Capital, LLC

Glen Allen, VA
SELL
 -
-1.27K
Closed
$58.3K - $73.6K
0 $0
May 11, 2021 Q1 2021
Monarch Partners Asset Management LLC

SELL
 -
-163K
Closed
$7.49M - $9.45M
0 $0
May 07, 2021 Q1 2021
Brasada Capital Management, LP

Houston, TX
SELL
 -
-8K
Closed
$367K - $464K
0 $0
May 07, 2021 Q1 2021
Seven Springs Wealth Group, LLC

SELL
 -
-39
Closed
$1.79K - $2.26K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-353
Closed
$16.2K - $20.5K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-4
Closed
$184 - $232
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-118
Closed
$5.42K - $6.84K
0 $0
Apr 14, 2021 Q1 2021
Sound Income Strategies, LLC

SELL
 -
-4
- 8.33%
$184 - $232
44 $3.17K
Q4 2020
Feb 16, 2021 Q4 2020
Manatuck Hill Partners, LLC

Westport, CT
SELL
 -
-15K
Closed
$527K - $713K
0 $0
Feb 12, 2021 Q4 2020
Causeway Capital Management LLC

Los Angeles, CA
SELL
 -
-898K
Closed
$31.5M - $42.6M
0 $0
Feb 12, 2021 Q4 2020
Cna Financial Corp

Chicago, IL
SELL
 -
-8.8K
Closed
$309K - $418K
0 $0
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
18.1K
New
$636K - $861K
18.1K $1.31M
Feb 11, 2021 Q4 2020
Phoenix Holdings Ltd.

Givatayim, L3
SELL
 -
-416K
Closed
$14.6M - $19.8M
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-3
Closed
$105 - $143
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-83
Closed
$2.92K - $3.94K
0 $0

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