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 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-216- 5.63% |
$10.6K - $12.5K
|
3.62K
$250K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.21K- 20.7% |
$108K - $128K
|
8.47K
$584K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.53KNew |
$222K - $262K
|
4.53K
$312K
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
442+ 0.47% |
$21.7K - $25.6K
|
93.5K
$6.45M
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-28.9K- 36.83% |
$1.42M - $1.67M
|
49.5K
$3.41M
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
694+ 1.71% |
$34.1K - $40.2K
|
41.3K
$2.85M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 3.48% |
$196 - $232
|
119
$8.2K
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-475- 1.21% |
$23.3K - $27.5K
|
38.9K
$2.68M
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
9.06KNew |
$445K - $525K
|
9.06K
$624K
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
345+ 1.88% |
$16.9K - $20K
|
18.7K
$1.29M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
435+ 9.43% |
$21.3K - $25.2K
|
5.05K
$348K
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
1.6K+ 53.33% |
$78.5K - $92.7K
|
4.6K
$317K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$196 - $232
|
4
$276
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.95K+ 27.54% |
$145K - $171K
|
13.6K
$940K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$196 - $232
|
3.53K
$244K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
454K+ 179.17% |
$22.3M - $26.3M
|
708K
$48.8M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 2.06% |
$51.5K - $60.8K
|
49.8K
$3.43M
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-818- 4.58% |
$40.1K - $47.4K
|
17K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.65K+ 1.85% |
$179K - $211K
|
201K
$13.9M
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.27KNew |
$210K - $247K
|
4.27K
$294K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-125- 2.98% |
$6.14K - $7.24K
|
4.07K
$280K
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.93K- 6.3% |
$94.7K - $112K
|
28.7K
$1.98M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.96K- 5.79% |
$96.1K - $113K
|
31.9K
$2.2M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.66K+ 4.71% |
$131K - $154K
|
59.3K
$4.09M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
968+ 605.0% |
$47.5K - $56.1K
|
1.13K
$77.8K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.5K+ 100.0% |
$73.6K - $86.9K
|
3K
$207K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-790- 0.78% |
$38.8K - $45.8K
|
101K
$6.96M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-502- 10.52% |
$24.6K - $29.1K
|
4.27K
$294K
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.66K+ 10.17% |
$131K - $154K
|
28.8K
$1.99M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$2.8K - $3.3K
|
57
$3.93K
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
508+ 2.11% |
$24.9K - $29.4K
|
24.5K
$1.69M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13+ 0.02% |
$638 - $753
|
56.8K
$3.91M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.79K+ 0.8% |
$137K - $161K
|
350K
$24.1M
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.09K+ 15.56% |
$102K - $121K
|
15.5K
$1.07M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
193+ 63.49% |
$9.47K - $11.2K
|
497
$34.3K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.26K - $2.66K
|
4.54K
$313K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$883 - $1.04K
|
18
$1.24K
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-254- 6.43% |
$12.5K - $14.7K
|
3.7K
$255K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.57K+ 14.04% |
$224K - $264K
|
37.1K
$2.56M
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
27KNew |
$1.32M - $1.56M
|
27K
$1.86M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.3K+ 213.46% |
$63.8K - $75.3K
|
1.91K
$132K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 3.3% |
$63.9K - $75.4K
|
38.2K
$2.63M
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-3.34K- 1.75% |
$164K - $193K
|
187K
$12.9M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-94- 2.21% |
$4.61K - $5.44K
|
4.15K
$286K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200New |
$9.82K - $11.6K
|
200
$13.8K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.38% |
$4.91K - $5.79K
|
26.3K
$1.81M
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.4K+ 7.27% |
$118K - $139K
|
35.4K
$2.44M
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.16K+ 0.27% |
$56.9K - $67.1K
|
437K
$30.1M
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-546- 3.03% |
$26.8K - $31.6K
|
17.5K
$1.21M
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
782+ 4.33% |
$38.4K - $45.3K
|
18.8K
$1.3M
|