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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
89+ 0.64% |
$5.85K - $7.16K
|
13.9K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-585K- 22.64% |
$38.5M - $47.1M
|
2M
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
234+ 3.27% |
$15.4K - $18.8K
|
7.39K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
323+ 4.98% |
$21.2K - $26K
|
6.81K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-9.9K- 72.09% |
$651K - $797K
|
3.83K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
280KNew |
$18.4M - $22.6M
|
280K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.82% |
$131 - $161
|
73
$4.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.17K+ 29.23% |
$143K - $175K
|
9.59K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
59+ 0.12% |
$3.88K - $4.75K
|
47.5K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.32K- 7.07% |
$86.5K - $106K
|
17.3K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 13.88% |
$70.1K - $85.9K
|
8.75K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
86+ 68.8% |
$5.65K - $6.92K
|
211
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-283- 2.04% |
$18.6K - $22.8K
|
13.6K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.8K+ 75.08% |
$4.13M - $5.05M
|
146K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.52KNew |
$231K - $283K
|
3.52K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-256- 8.52% |
$16.8K - $20.6K
|
2.75K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63.7K+ 22.64% |
$4.19M - $5.13M
|
345K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-23.9K- 3.27% |
$1.57M - $1.92M
|
707K
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.83KNew |
$252K - $308K
|
3.83K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.85K+ 7.17% |
$187K - $229K
|
42.6K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.25K+ 2.84% |
$148K - $181K
|
81.5K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.53K- 18.3% |
$232K - $284K
|
15.8K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61+ 0.75% |
$4.01K - $4.91K
|
8.17K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.4K- 20.0% |
$3.18M - $3.89M
|
193K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-346- 9.95% |
$22.7K - $27.8K
|
3.13K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$329 - $402
|
5
$290
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
272+ 7.42% |
$17.9K - $21.9K
|
3.94K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
546+ 9.51% |
$35.9K - $43.9K
|
6.29K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
6.56K+ 44.5% |
$431K - $528K
|
21.3K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 117.62% |
$143K - $175K
|
4.02K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-216K- 7.57% |
$14.2M - $17.3M
|
2.63M
$152M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-851- 11.08% |
$55.9K - $68.5K
|
6.83K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
30.8KNew |
$2.03M - $2.48M
|
30.8K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
34.2K+ 3002.99% |
$2.25M - $2.75M
|
35.3K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
317+ 18.74% |
$20.8K - $25.5K
|
2.01K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
6.8KNew |
$447K - $547K
|
6.8K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.4K- 14.14% |
$224K - $274K
|
20.7K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-136K- 1.89% |
$8.97M - $11M
|
7.1M
$411M
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-43K- 14.18% |
$2.82M - $3.46M
|
260K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
19.5KNew |
$1.28M - $1.57M
|
19.5K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
66.8KNew |
$4.39M - $5.37M
|
66.8K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
12.1K+ 13.88% |
$796K - $974K
|
99.3K
$5.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
137+ 52.49% |
$9.01K - $11K
|
398
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.96K+ 75.62% |
$195K - $238K
|
6.87K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-8.58K- 17.12% |
$564K - $691K
|
41.5K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
929New |
$61.1K - $74.8K
|
929
$53.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$329 - $402
|
5
$290
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 6.49% |
$162K - $199K
|
35.6K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-193- 1.91% |
$12.7K - $15.5K
|
9.9K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
712KNew |
$46.8M - $57.3M
|
712K
$41.2M
|