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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
23.4KNew |
$1.34M - $1.65M
|
23.4K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.2K+ 4.73% |
$354K - $438K
|
137K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.15K- 5.39% |
$180K - $222K
|
55.3K
$4.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 2.63% |
$6.8K - $8.4K
|
4.64K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$57.1 - $70.6
|
1
$77.3
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-120- 0.79% |
$6.86K - $8.47K
|
15K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-105- 88.24% |
$6K - $7.42K
|
14
$1.08K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-9.98K- 38.01% |
$570K - $705K
|
16.3K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-61.6K- 7.77% |
$3.52M - $4.35M
|
731K
$56.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.41K- 15.72% |
$423K - $523K
|
39.7K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
405+ 24.35% |
$23.1K - $28.6K
|
2.07K
$160K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11+ 0.27% |
$629 - $777
|
4.08K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
172+ 1.26% |
$9.83K - $12.1K
|
13.8K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.71K+ 5.92% |
$97.5K - $120K
|
30.5K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-68K- 37.69% |
$3.89M - $4.8M
|
112K
$8.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.46K- 3.12% |
$140K - $174K
|
76.3K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
96.7K+ 13.66% |
$5.53M - $6.83M
|
805K
$62.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.2K+ 20.86% |
$3.5M - $4.32M
|
355K
$27.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.91K- 17.38% |
$509K - $629K
|
42.4K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
35.7K+ 72.16% |
$2.04M - $2.52M
|
85.2K
$6.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20+ 0.05% |
$1.14K - $1.41K
|
38.9K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.78KNew |
$387K - $479K
|
6.78K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.19K+ 35.22% |
$182K - $225K
|
12.2K
$947K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
228New |
$13K - $16.1K
|
228
$17.6K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.1K- 12.26% |
$234K - $290K
|
29.3K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.36K+ 0.78% |
$77.8K - $96.1K
|
175K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.21K+ 52.32% |
$126K - $156K
|
6.44K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106New |
$6.06K - $7.49K
|
106
$8.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-851- 8.97% |
$48.6K - $60.1K
|
8.64K
$668K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$629 - $777
|
11
$851
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.4K+ 30.43% |
$80K - $98.9K
|
6K
$464K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-3.42K- 5.95% |
$195K - $241K
|
54.1K
$4.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$57.1 - $70.6
|
3
$232
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 4.6% |
$63.3K - $78.2K
|
25.2K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.41K- 9.19% |
$195K - $241K
|
33.7K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.3K- 4.67% |
$933K - $1.15M
|
333K
$25.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.89K+ 86.86% |
$222K - $275K
|
8.37K
$648K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-966- 3.37% |
$55.2K - $68.2K
|
27.7K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 2.91% |
$11.2K - $13.8K
|
6.54K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-745- 3.49% |
$42.6K - $52.6K
|
20.6K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-6.54K- 3.5% |
$373K - $462K
|
180K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$88.7K - $110K
|
1.55K
$120K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-19.8K- 5.21% |
$1.13M - $1.4M
|
361K
$27.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
5.84K+ 1.35% |
$334K - $413K
|
440K
$34.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.26K+ 26.65% |
$129K - $159K
|
10.7K
$829K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
294+ 4.75% |
$16.8K - $20.8K
|
6.49K
$502K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.4K- 12.49% |
$423K - $523K
|
51.9K
$4.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
387New |
$22.1K - $27.3K
|
387
$29.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 2.93% |
$28.6K - $35.3K
|
16.5K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69+ 6.12% |
$3.94K - $4.87K
|
1.2K
$92.6K
|