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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.2K- 4.41% |
$3.5M - $4.28M
|
1.15M
$66.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-77.4K- 15.27% |
$5.09M - $6.23M
|
429K
$24.9M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 7.78% |
$84K - $103K
|
17.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
97.2K+ 52.29% |
$6.39M - $7.83M
|
283K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
14.5KNew |
$953K - $1.17M
|
14.5K
$840K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 7.78% |
$2.3K - $2.82K
|
485
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.89K- 0.53% |
$124K - $152K
|
353K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-109K- 10.15% |
$7.13M - $8.73M
|
960K
$55.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-80.8K- 93.41% |
$5.31M - $6.5M
|
5.7K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
257+ 2.73% |
$16.9K - $20.7K
|
9.69K
$561K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
419New |
$27.5K - $33.7K
|
419
$24.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
45.5K+ 303.94% |
$2.99M - $3.66M
|
60.5K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
62.5KNew |
$4.11M - $5.03M
|
62.5K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.51K- 0.28% |
$297K - $363K
|
1.59M
$91.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
540+ 0.63% |
$35.5K - $43.5K
|
86K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-183K- 9.34% |
$12M - $14.7M
|
1.78M
$103M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
14.7KNew |
$966K - $1.18M
|
14.7K
$851K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.9KNew |
$322K - $394K
|
4.9K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8.69K- 3.06% |
$571K - $700K
|
276K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.6K+ 262.82% |
$1.09M - $1.33M
|
22.9K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
29+ 0.19% |
$1.91K - $2.33K
|
15.1K
$873K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
24.8KNew |
$1.63M - $2M
|
24.8K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-13.3K- 3.03% |
$877K - $1.07M
|
427K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.21K+ 14.27% |
$474K - $581K
|
57.8K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
99.8K+ 1.24% |
$6.56M - $8.03M
|
8.15M
$472M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3KNew |
$197K - $241K
|
3K
$174K
|
|
|
Feb 11, 2025
Q4 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
45.9K+ 172.38% |
$3.02M - $3.7M
|
72.6K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.55K- 3.44% |
$168K - $206K
|
71.7K
$4.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
15.4KNew |
$1.01M - $1.24M
|
15.4K
$894K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-903- 2.04% |
$59.4K - $72.7K
|
43.4K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-11.2K- 9.45% |
$739K - $905K
|
108K
$6.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-210K- 26.14% |
$13.8M - $16.9M
|
594K
$34.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 16.25% |
$6.44K - $7.89K
|
505
$29.2K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.5K- 2.07% |
$164K - $201K
|
118K
$6.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-394K- 25.3% |
$25.9M - $31.7M
|
1.16M
$67.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
9.94K+ 42.45% |
$653K - $800K
|
33.4K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.16MNew |
$76.6M - $93.8M
|
1.16M
$67.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84KNew |
$187K - $228K
|
2.84K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 0.73% |
$65.7K - $80.5K
|
138K
$8.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
35+ 0.5% |
$2.3K - $2.82K
|
6.98K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-25.7K- 22.83% |
$1.69M - $2.07M
|
86.8K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
691+ 14.17% |
$45.4K - $55.6K
|
5.57K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.02K+ 31.03% |
$396K - $485K
|
25.4K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
440+ 9.48% |
$28.9K - $35.4K
|
5.08K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
10+ 0.04% |
$657 - $805
|
23.8K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 2.42% |
$1.91K - $2.33K
|
1.17K
$67.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.61KNew |
$435K - $532K
|
6.61K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-696- 1.26% |
$45.8K - $56K
|
54.6K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31+ 0.37% |
$2.04K - $2.5K
|
8.4K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
629+ 0.35% |
$41.4K - $50.6K
|
181K
$10.5M
|