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 |
---|---|---|---|---|---|---|---|
Aug 12, 2019
Q2 2019
|
Brown Advisory Inc
|
SELL
|
- |
-51.1KClosed |
$1.62M - $2.21M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-5.9KClosed |
$188K - $255K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Gam Holding Ag
|
SELL
|
- |
-6.74KClosed |
$214K - $291K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.16KClosed |
$164K - $223K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-214Closed |
$6.8K - $9.24K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-14KClosed |
$445K - $605K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.51KClosed |
$48.1K - $65.3K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cabot Wealth Management Inc
|
SELL
|
- |
-40.1KClosed |
$1.27M - $1.73M
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-69Closed |
$2.19K - $2.98K
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-975Closed |
$31K - $42.1K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
SELL
|
- |
-684Closed |
$21.7K - $29.5K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
BUY
|
- |
135New |
$4.29K - $5.83K
|
135
$10.1K
|
|
Jul 10, 2019
Q2 2019
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$632K - $859K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-108Closed |
$3.73K - $5.09K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-7.8KClosed |
$270K - $367K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7.75KClosed |
$268K - $365K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.25KClosed |
$43.3K - $59K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.23K+ 18.71% |
$146K - $199K
|
26.8K
$2M
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.91KNew |
$170K - $231K
|
4.91K
$367K
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.48KClosed |
$85.8K - $117K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-142KClosed |
$4.92M - $6.71M
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-300Closed |
$10.4K - $14.1K
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.9KNew |
$688K - $937K
|
19.9K
$1.49M
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-172Closed |
$5.95K - $8.1K
|
0
$0
|
|
Apr 11, 2019
Q1 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-119Closed |
$4.11K - $5.6K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.87KClosed |
$134K - $182K
|
0
$0
|
|
Q4 2018 | |||||||
Nov 09, 2023
Q4 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-90- 0.87% |
$2.97K - $5.01K
|
10.3K
$766K
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-88.8KClosed |
$2.93M - $4.94M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12.5KClosed |
$411K - $694K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-97.7KClosed |
$3.22M - $5.43M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.44KClosed |
$212K - $358K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.17KClosed |
$269K - $454K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-5.07KClosed |
$167K - $282K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-714Closed |
$23.5K - $39.7K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-67.6KClosed |
$2.23M - $3.76M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-42KClosed |
$1.38M - $2.34M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-58Closed |
$1.91K - $3.23K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.64KClosed |
$219K - $369K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-300Closed |
$9.89K - $16.7K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Cavalier Investments, LLC
|
SELL
|
- |
-12.5KClosed |
$412K - $696K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.04KClosed |
$166K - $280K
|
0
$0
|
|
Jan 08, 2019
Q4 2018
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-245Closed |
$8.08K - $13.6K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-29.7KClosed |
$1.63M - $1.89M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.58KNew |
$525K - $610K
|
9.58K
$715K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43New |
$2.36K - $2.74K
|
43
$3.21K
|
|
Nov 14, 2018
Q3 2018
|
Harbor Advisors LLC
|
BUY
|
- |
3K+ 25.42% |
$164K - $191K
|
14.8K
$1.11M
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-9.93KClosed |
$544K - $632K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-97Closed |
$5.32K - $6.18K
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.47KClosed |
$135K - $157K
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-129Closed |
$7.07K - $8.22K
|
0
$0
|