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
Jul 24, 2019 Q2 2019
James Investment Research Inc

SELL
 -
-975
Closed
$31K - $42.1K
0 $0
Jul 19, 2019 Q2 2019
Sageworth Trust CO

SELL
 -
-684
Closed
$21.7K - $29.5K
0 $0
Jul 10, 2019 Q2 2019
Harbour Capital Advisors, LLC

SELL
 -
-19.9K
Closed
$632K - $859K
0 $0
Jul 10, 2019 Q2 2019
Cordasco Financial Network

BUY
 -
135
New
$4.29K - $5.83K
135 $7.82K
Q1 2019
May 16, 2019 Q1 2019
Wealthpoint, LLC

SELL
 -
-108
Closed
$3.73K - $5.09K
0 $0
May 15, 2019 Q1 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-1.25K
Closed
$43.3K - $59K
0 $0
May 15, 2019 Q1 2019
Navellier & Associates Inc

Reno, NV
SELL
 -
-7.75K
Closed
$268K - $365K
0 $0
May 15, 2019 Q1 2019
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-7.8K
Closed
$270K - $367K
0 $0
May 15, 2019 Q1 2019
Hbk Investments L P

Dallas, TX
BUY
 -
4.23K
+ 18.71%
$146K - $199K
26.8K $1.55M
May 14, 2019 Q1 2019
Gyl Financial Synergies, LLC

BUY
 -
4.91K
New
$170K - $231K
4.91K $284K
May 07, 2019 Q1 2019
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-142K
Closed
$4.92M - $6.71M
0 $0
May 03, 2019 Q1 2019
Enlightenment Research, LLC

Saddle Brook, NJ
SELL
 -
-300
Closed
$10.4K - $14.1K
0 $0
Apr 26, 2019 Q1 2019
Cooper/Haims Advisors, LLC

BUY
 -
19.9K
New
$688K - $937K
19.9K $1.15M
Apr 16, 2019 Q1 2019
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-172
Closed
$5.95K - $8.1K
0 $0
Apr 11, 2019 Q1 2019
Moody National Bank Trust Division

SELL
 -
-119
Closed
$4.11K - $5.6K
0 $0
Apr 09, 2019 Q1 2019
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-3.87K
Closed
$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 $594K
Feb 14, 2019 Q4 2018
Otter Creek Advisors, LLC

Palm Beach Gardens, FL
SELL
 PUT
-67.6K
Closed
$2.23M - $3.76M
0 $0
Feb 14, 2019 Q4 2018
Rgt Wealth Advisors, LLC

SELL
 -
-5.07K
Closed
$167K - $282K
0 $0
Feb 14, 2019 Q4 2018
Laurion Capital Management LP

New York, NY
SELL
 -
-88.8K
Closed
$2.93M - $4.94M
0 $0
Feb 14, 2019 Q4 2018
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-8.17K
Closed
$269K - $454K
0 $0
Feb 14, 2019 Q4 2018
Mufg Securities Emea PLC

London, X0
SELL
 -
-42K
Closed
$1.38M - $2.34M
0 $0
Feb 14, 2019 Q4 2018
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-12.5K
Closed
$411K - $694K
0 $0
Feb 14, 2019 Q4 2018
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-6.44K
Closed
$212K - $358K
0 $0
Feb 14, 2019 Q4 2018
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-714
Closed
$23.5K - $39.7K
0 $0
Feb 14, 2019 Q4 2018
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-97.7K
Closed
$3.22M - $5.43M
0 $0
Feb 13, 2019 Q4 2018
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-58
Closed
$1.91K - $3.23K
0 $0
Feb 06, 2019 Q4 2018
Wealthsource Partners, LLC

SELL
 -
-6.64K
Closed
$219K - $369K
0 $0
Feb 05, 2019 Q4 2018
Cypress Capital Management LLC (Wy)

SELL
 -
-300
Closed
$9.89K - $16.7K
0 $0
Feb 01, 2019 Q4 2018
Cavalier Investments, LLC

SELL
 -
-12.5K
Closed
$412K - $696K
0 $0
Jan 25, 2019 Q4 2018
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-5.04K
Closed
$166K - $280K
0 $0
Jan 08, 2019 Q4 2018
Central Trust CO

Jefferson City, MO
SELL
 -
-245
Closed
$8.08K - $13.6K
0 $0
Q3 2018
Nov 14, 2018 Q3 2018
Harbor Advisors LLC

BUY
 -
3K
+ 25.42%
$164K - $191K
14.8K $857K
Nov 14, 2018 Q3 2018
Blue Mar Capital Management, LLC

Miami, FL
SELL
 -
-29.7K
Closed
$1.63M - $1.89M
0 $0
Nov 14, 2018 Q3 2018
Financial Advocates Investment Management

Olympia, WA
BUY
 -
43
New
$2.36K - $2.74K
43 $2.49K
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
9.58K
New
$525K - $610K
9.58K $555K
Nov 13, 2018 Q3 2018
Spring Creek Capital LLC

Wichita, KS
SELL
 -
-9.93K
Closed
$544K - $632K
0 $0
Nov 08, 2018 Q3 2018
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-97
Closed
$5.32K - $6.18K
0 $0
Nov 07, 2018 Q3 2018
Lee Financial CO

Dallas, TX
SELL
 -
-129
Closed
$7.07K - $8.22K
0 $0
Nov 07, 2018 Q3 2018
Agf Investments Inc.

Toronto, A6
SELL
 -
-2.47K
Closed
$135K - $157K
0 $0
Nov 05, 2018 Q3 2018
Lisanti Capital Growth, LLC

SELL
 -
-13K
Closed
$711K - $826K
0 $0
Nov 05, 2018 Q3 2018
Centaurus Financial, Inc.

SELL
 -
-2
Closed
$110 - $127
0 $0
Oct 26, 2018 Q3 2018
Asset Dedication, LLC

SELL
 -
-1
Closed
$54.8 - $63.7
0 $0
Q2 2018
Aug 14, 2018 Q2 2018
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-16
Closed
$800 - $1.07K
0 $0
Aug 13, 2018 Q2 2018
Koch Industries Inc

Wichita, KS
SELL
 -
-15.9K
Closed
$797K - $1.07M
0 $0
Aug 13, 2018 Q2 2018
Avantax Planning Partners, Inc.

SELL
 -
-100
Closed
$5K - $6.7K
0 $0
Aug 02, 2018 Q2 2018
Wellington Shields Capital Management, LLC

New York, NY
SELL
 -
-6.67K
Closed
$334K - $447K
0 $0
Q1 2018
Aug 30, 2024 Q1 2018
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-165
Closed
$7.93K - $8.96K
0 $0
May 21, 2018 Q1 2018
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-6
Closed
$288 - $326
0 $0

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