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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 60.5% |
$110K - $154K
|
5.03K
$343K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.84KNew |
$107K - $150K
|
1.84K
$126K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
14.4KNew |
$835K - $1.17M
|
14.4K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
111+ 1.15% |
$6.43K - $9.01K
|
9.8K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.57K- 46.13% |
$381K - $534K
|
7.67K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.41K+ 35.54% |
$197K - $277K
|
13K
$887K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.9K- 3.82% |
$110K - $154K
|
47.8K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$5.79K - $8.12K
|
100
$6.83K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
580K+ 32.61% |
$33.6M - $47.1M
|
2.36M
$161M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
158K+ 1.94% |
$9.17M - $12.9M
|
8.31M
$567M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.01M+ 214.5% |
$116M - $163M
|
2.94M
$201M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.18K- 13.39% |
$184K - $258K
|
20.6K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-111- 26.49% |
$6.43K - $9.01K
|
308
$21K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.59KNew |
$324K - $454K
|
5.59K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 285.71% |
$2.32K - $3.25K
|
54
$3.69K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-765- 0.78% |
$44.3K - $62.1K
|
96.8K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.01KNew |
$290K - $406K
|
5.01K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
32.4KNew |
$1.88M - $2.63M
|
32.4K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.3KNew |
$653K - $916K
|
11.3K
$770K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.66K- 21.86% |
$270K - $378K
|
16.6K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
294+ 4.32% |
$17K - $23.9K
|
7.11K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.7K+ 3.48% |
$1.2M - $1.68M
|
615K
$42M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
410+ 3.93% |
$23.7K - $33.3K
|
10.8K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
29K+ 3395.43% |
$1.68M - $2.35M
|
29.9K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.8K+ 39.08% |
$452K - $633K
|
27.8K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
7.07KNew |
$409K - $574K
|
7.07K
$482K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.2K- 63.17% |
$69.3K - $97.2K
|
698
$47.6K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.24K+ 241.11% |
$535K - $751K
|
13.1K
$893K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.83KNew |
$453K - $635K
|
7.83K
$534K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-675- 3.57% |
$39.1K - $54.8K
|
18.3K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.11K+ 7.12% |
$238K - $334K
|
61.9K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 2.69% |
$5.5K - $7.71K
|
3.63K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
99.3K+ 8.53% |
$5.75M - $8.06M
|
1.26M
$86.3M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
5.55KNew |
$321K - $450K
|
5.55K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-800- 5.44% |
$46.3K - $65K
|
13.9K
$949K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.3KNew |
$539K - $755K
|
9.3K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
244+ 5.05% |
$14.1K - $19.8K
|
5.08K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
623+ 9.9% |
$36.1K - $50.6K
|
6.91K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1K+ 33.33% |
$57.9K - $81.2K
|
4K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-6.2K- 7.14% |
$359K - $504K
|
80.6K
$5.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-625- 2.5% |
$36.2K - $50.8K
|
24.4K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 1.66% |
$1.04K - $1.46K
|
1.07K
$72.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-403- 6.79% |
$23.3K - $32.7K
|
5.54K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.72K+ 30.92% |
$274K - $384K
|
20K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
28.6K+ 15.77% |
$1.65M - $2.32M
|
210K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
481+ 4.86% |
$27.9K - $39.1K
|
10.4K
$709K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
19.7KNew |
$1.14M - $1.6M
|
19.7K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5K- 12.7% |
$289K - $406K
|
34.3K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
58.8K+ 446.77% |
$3.41M - $4.78M
|
72K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.4KNew |
$1.41M - $1.98M
|
24.4K
$1.66M
|