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 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 8.27% |
$58.5K - $75.5K
|
15.7K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
42.6K+ 28.77% |
$2.08M - $2.68M
|
191K
$13.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.39K- 6.47% |
$68K - $87.6K
|
20.1K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
3.43KNew |
$167K - $216K
|
3.43K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 14.51% |
$1.37K - $1.76K
|
221
$15.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$489 - $630
|
10
$721
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.13K- 9.9% |
$202K - $260K
|
37.6K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
95+ 135.71% |
$4.64K - $5.98K
|
165
$11.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-47- 0.28% |
$2.3K - $2.96K
|
16.6K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54KNew |
$271K - $349K
|
5.54K
$399K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
127New |
$6.21K - $8K
|
127
$9.16K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.6K+ 261.41% |
$714K - $920K
|
20.2K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-23.5K- 22.8% |
$1.15M - $1.48M
|
79.6K
$5.74M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
5New |
$244 - $315
|
5
$361
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
81+ 0.79% |
$3.96K - $5.1K
|
10.4K
$747K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-44.7K- 46.4% |
$2.18M - $2.82M
|
51.6K
$3.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$162K - $209K
|
3.32K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$48.9 - $63
|
1
$72.1
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.89K+ 5355.56% |
$141K - $182K
|
2.95K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.6K- 31.41% |
$1.1M - $1.42M
|
49.4K
$3.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
105+ 140.0% |
$5.13K - $6.61K
|
180
$13K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
741+ 6.53% |
$36.2K - $46.7K
|
12.1K
$872K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-55- 2.36% |
$2.69K - $3.46K
|
2.28K
$164K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
24New |
$1.17K - $1.51K
|
24
$1.73K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 4.0% |
$1.95K - $2.52K
|
959
$69.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
513New |
$25.1K - $32.3K
|
513
$37K
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
8.28K+ 11.47% |
$405K - $522K
|
80.5K
$5.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.27KNew |
$355K - $458K
|
7.27K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
82+ 1025.0% |
$4.01K - $5.17K
|
90
$6.49K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
31.5K+ 7.4% |
$1.54M - $1.99M
|
458K
$33M
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-33.8K- 11.21% |
$1.65M - $2.13M
|
267K
$19.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
900+ 4.41% |
$44K - $56.7K
|
21.3K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.51K - $1.95K
|
31
$2.24K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.69K+ 67.64% |
$132K - $170K
|
6.68K
$481K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-525- 2.15% |
$25.7K - $33.1K
|
23.9K
$1.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
891+ 4.43% |
$43.5K - $56.1K
|
21K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-967- 20.5% |
$47.2K - $60.9K
|
3.75K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
820New |
$40.1K - $51.7K
|
820
$59.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-7.6K- 4.82% |
$371K - $479K
|
150K
$10.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 15.82% |
$1.37K - $1.76K
|
205
$14.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-66.5K- 59.95% |
$3.25M - $4.19M
|
44.4K
$3.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
44.8K+ 183.91% |
$2.19M - $2.82M
|
69.2K
$4.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
186K+ 38.37% |
$9.1M - $11.7M
|
671K
$48.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 24.92% |
$56.8K - $73.2K
|
3.5K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-22.6K- 70.62% |
$1.11M - $1.43M
|
9.42K
$679K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.82K+ 21.18% |
$284K - $367K
|
33.3K
$2.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 30.0% |
$147 - $189
|
13
$937
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.1K+ 19.45% |
$347K - $447K
|
43.6K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
298+ 10.13% |
$14.6K - $18.8K
|
3.24K
$234K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 6.79% |
$1.19M - $1.53M
|
382K
$27.6M
|