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 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12K- 16.17% |
$590K - $697K
|
62.4K
$4.3M
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.19K+ 0.11% |
$58.3K - $68.8K
|
1.12M
$77.2M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 15.56% |
$61.1K - $72.1K
|
6.76K
$466K
|
|
Aug 14, 2024
Q2 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
164K+ 4.8% |
$8.06M - $9.51M
|
3.58M
$247M
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.32K- 1.98% |
$64.7K - $76.4K
|
65.4K
$4.5M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.1K+ 13.87% |
$3.54M - $4.18M
|
592K
$40.8M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.95K+ 12.27% |
$292K - $345K
|
54.5K
$3.75M
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.1% |
$294 - $348
|
6.04K
$416K
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-259K- 97.71% |
$12.7M - $15M
|
6.06K
$418K
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.1K- 16.47% |
$201K - $237K
|
20.8K
$1.43M
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-30.7K- 48.1% |
$1.51M - $1.78M
|
33.2K
$2.29M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $17.4K
|
300
$20.7K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.1KNew |
$1.18M - $1.4M
|
24.1K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
13.9K+ 0.46% |
$684K - $807K
|
3.04M
$210M
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
810+ 8.71% |
$39.8K - $46.9K
|
10.1K
$697K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
170+ 215.19% |
$8.34K - $9.85K
|
249
$17.2K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 1.87% |
$1.47K - $1.74K
|
1.57K
$108K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49+ 0.02% |
$2.4K - $2.84K
|
237K
$16.3M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.5K- 0.88% |
$466K - $550K
|
1.07M
$73.8M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.8K+ 5.26% |
$2.54M - $3M
|
1.04M
$71.4M
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
60.8K+ 995.27% |
$2.98M - $3.52M
|
66.9K
$4.61M
|
|
Aug 13, 2024
Q2 2024
|
Royce & Associates LP
|
BUY
|
- |
5.92K+ 3.39% |
$290K - $343K
|
181K
$12.4M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 16.67% |
$687 - $811
|
98
$6.76K
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-152- 1.61% |
$7.46K - $8.8K
|
9.28K
$640K
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-18.4K- 66.46% |
$904K - $1.07M
|
9.3K
$641K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.6K- 8.21% |
$177K - $208K
|
40.3K
$2.78M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-986- 22.45% |
$48.4K - $57.1K
|
3.41K
$235K
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
589+ 9.98% |
$28.9K - $34.1K
|
6.49K
$447K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
688+ 0.9% |
$33.8K - $39.8K
|
76.7K
$5.29M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
47.2K+ 18.24% |
$2.32M - $2.73M
|
306K
$21.1M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
572+ 0.99% |
$28.1K - $33.1K
|
58.4K
$4.03M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 126.15% |
$4.02K - $4.75K
|
147
$10.1K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
257+ 3.85% |
$12.6K - $14.9K
|
6.92K
$477K
|
|
Aug 13, 2024
Q2 2024
|
Heard Capital LLC
Chicago, IL |
BUY
|
- |
33.7K+ 1.59% |
$1.65M - $1.95M
|
2.15M
$148M
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-524K- 47.24% |
$25.7M - $30.4M
|
585K
$40.4M
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.55K+ 23.64% |
$76.1K - $89.8K
|
8.11K
$559K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-627K- 19.45% |
$30.8M - $36.3M
|
2.6M
$179M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172K+ 2.15% |
$8.43M - $9.95M
|
8.15M
$562M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.7K+ 16.02% |
$1.26M - $1.49M
|
186K
$12.8M
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-28- 2.02% |
$1.37K - $1.62K
|
1.36K
$93.5K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-2.9K- 46.77% |
$142K - $168K
|
3.3K
$227K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
79.6K+ 100.5% |
$3.91M - $4.61M
|
159K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.85% |
$344 - $405
|
828
$57.1K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
857+ 10.32% |
$42.1K - $49.6K
|
9.16K
$631K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.8K+ 620.48% |
$581K - $686K
|
13.8K
$948K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-332- 0.33% |
$16.3K - $19.2K
|
99.9K
$6.89M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.75K+ 3.79% |
$85.6K - $101K
|
47.8K
$3.3M
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-157- 4.21% |
$7.71K - $9.09K
|
3.57K
$246K
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.11K- 23.09% |
$153K - $180K
|
10.4K
$714K
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.24K+ 18.07% |
$306K - $361K
|
40.8K
$2.81M
|