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 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
13.7K+ 17.26% |
$670K - $864K
|
93.1K
$6.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68+ 272.0% |
$3.32K - $4.28K
|
93
$6.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-26.9K- 72.71% |
$1.31M - $1.69M
|
10.1K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
501KNew |
$24.5M - $31.6M
|
501K
$36.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17.9K- 64.44% |
$874K - $1.13M
|
9.87K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.24K- 6.42% |
$158K - $204K
|
47.1K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-476- 59.5% |
$23.3K - $30K
|
324
$23.4K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.7K+ 2.92% |
$83.1K - $107K
|
59.9K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
491+ 6.27% |
$24K - $30.9K
|
8.32K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.32KNew |
$162K - $209K
|
3.32K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.64K- 24.39% |
$324K - $418K
|
20.6K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
30.6K+ 23.03% |
$1.5M - $1.93M
|
164K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
359+ 1.77% |
$17.5K - $22.6K
|
20.6K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
78.8K+ 15.97% |
$3.85M - $4.96M
|
572K
$41.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-152K- 2.2% |
$7.42M - $9.57M
|
6.77M
$488M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.44K+ 0.75% |
$315K - $405K
|
865K
$62.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
168K+ 27.35% |
$8.22M - $10.6M
|
783K
$56.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.3KNew |
$1.68M - $2.16M
|
34.3K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
51.5K+ 331.21% |
$2.52M - $3.24M
|
67K
$4.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
199New |
$9.72K - $12.5K
|
199
$14.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.11K+ 2.36% |
$54.4K - $70.2K
|
48.3K
$3.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
103New |
$5.03K - $6.49K
|
103
$7.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 1.95% |
$61.1K - $78.7K
|
62.7K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.6K+ 17.43% |
$176K - $227K
|
24.3K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-228K- 92.31% |
$11.1M - $14.4M
|
19K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
282+ 89.52% |
$13.8K - $17.8K
|
597
$43K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
1.59K+ 0.94% |
$77.6K - $100K
|
171K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.63KNew |
$177K - $229K
|
3.63K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.3K+ 34.21% |
$63.5K - $81.9K
|
5.1K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.1KNew |
$2.3M - $2.97M
|
47.1K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
132K+ 41.37% |
$6.47M - $8.34M
|
453K
$32.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.85K- 18.05% |
$286K - $369K
|
26.6K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.4K+ 8.3% |
$166K - $214K
|
44.3K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-16.3K- 79.01% |
$795K - $1.03M
|
4.33K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-55.1K- 92.04% |
$2.69M - $3.47M
|
4.77K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.18K- 5.14% |
$156K - $200K
|
58.7K
$4.23M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
646+ 3.51% |
$31.6K - $40.7K
|
19.1K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
18K+ 9.29% |
$877K - $1.13M
|
211K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.89KNew |
$385K - $497K
|
7.89K
$569K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
383+ 5.31% |
$18.7K - $24.1K
|
7.59K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
566+ 4.35% |
$27.7K - $35.7K
|
13.6K
$978K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24K- 8.19% |
$1.17M - $1.51M
|
269K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
95+ 1.34% |
$4.64K - $5.98K
|
7.16K
$516K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 2.22% |
$15.3K - $19.7K
|
14.4K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 3.88% |
$489 - $630
|
268
$19.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.58K- 37.41% |
$126K - $162K
|
4.32K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-269- 27.67% |
$13.1K - $16.9K
|
703
$50.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
396K+ 61.44% |
$19.3M - $24.9M
|
1.04M
$75M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
279+ 5.5% |
$13.6K - $17.6K
|
5.35K
$386K
|