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, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.05KNew |
$149K - $192K
|
3.05K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-17.9K- 5.35% |
$877K - $1.13M
|
317K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11.6KNew |
$565K - $728K
|
11.6K
$834K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.78K- 4.77% |
$86.8K - $112K
|
35.4K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.2KNew |
$303K - $391K
|
6.2K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
165+ 126.92% |
$8.06K - $10.4K
|
295
$21.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
29.1K+ 13.01% |
$1.42M - $1.83M
|
253K
$18.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
138K+ 4.68% |
$6.73M - $8.68M
|
3.08M
$222M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.67K+ 20.44% |
$131K - $168K
|
15.8K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-19.9K- 20.51% |
$971K - $1.25M
|
77.1K
$5.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
22.3K+ 11.6% |
$1.09M - $1.4M
|
214K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
13.3K+ 16.45% |
$648K - $835K
|
93.9K
$6.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
38+ 30.4% |
$1.86K - $2.39K
|
163
$11.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 51.32% |
$1.91K - $2.46K
|
115
$8.29K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 10.57% |
$4.95M - $6.39M
|
1.06M
$76.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
168+ 3.03% |
$8.21K - $10.6K
|
5.7K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 38.1% |
$1.95K - $2.52K
|
145
$10.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-369- 0.29% |
$18K - $23.2K
|
127K
$9.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-524- 5.63% |
$25.6K - $33K
|
8.78K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 5.43% |
$127K - $164K
|
45.2K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.99K+ 1919.23% |
$146K - $189K
|
3.15K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.99KNew |
$195K - $251K
|
3.99K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.95KNew |
$193K - $249K
|
3.95K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
544K+ 6.55% |
$26.6M - $34.3M
|
8.85M
$638M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-164- 0.38% |
$8.01K - $10.3K
|
43.4K
$3.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
31.1K+ 2.46% |
$1.52M - $1.96M
|
1.3M
$93.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.91K+ 18.47% |
$386K - $498K
|
50.7K
$3.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 21.19% |
$52K - $67.1K
|
6.09K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
80.4K+ 70.01% |
$3.93M - $5.07M
|
195K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2- 0.11% |
$97.7 - $126
|
1.84K
$133K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18New |
$879 - $1.13K
|
18
$1.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
229+ 5725.0% |
$11.2K - $14.4K
|
233
$16.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.29K+ 8.38% |
$63.2K - $81.4K
|
16.7K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.1% |
$244 - $315
|
5.21K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
424K+ 26.04% |
$20.7M - $26.7M
|
2.05M
$148M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 18.88% |
$70.8K - $91.3K
|
9.12K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.02K- 33.61% |
$49.8K - $64.2K
|
2.02K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
89New |
$4.35K - $5.61K
|
89
$6.42K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15.6K+ 4.42% |
$761K - $981K
|
368K
$26.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16.1K- 86.36% |
$785K - $1.01M
|
2.54K
$183K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
3.13K+ 21.61% |
$153K - $197K
|
17.6K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 6.76% |
$244 - $315
|
69
$4.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-11.8K- 28.76% |
$577K - $744K
|
29.3K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
827+ 14.23% |
$40.4K - $52.1K
|
6.64K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465+ 6.73% |
$22.7K - $29.3K
|
7.38K
$532K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45KNew |
$169K - $217K
|
3.45K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.15K+ 12.75% |
$105K - $136K
|
19K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
1.37K+ 20.42% |
$67.1K - $86.5K
|
8.1K
$584K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.43K+ 13.3% |
$119K - $153K
|
20.7K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-442- 1.78% |
$21.6K - $27.8K
|
24.4K
$1.76M
|