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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
16+ 1.53% |
$785 - $927
|
1.06K
$73.1K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.11KNew |
$447K - $528K
|
9.11K
$628K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 31.27% |
$4.22K - $4.98K
|
361
$24.9K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.76% |
$49.1 - $57.9
|
131
$9.03K
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.54K- 4.48% |
$75.7K - $89.3K
|
32.8K
$2.26M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
44+ 32.35% |
$2.16K - $2.55K
|
180
$12.4K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-146- 1.51% |
$7.17K - $8.46K
|
9.49K
$654K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 74.24% |
$275K - $324K
|
1.94K
$134K
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.82K- 5.75% |
$89.5K - $106K
|
29.9K
$2.06M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.23KNew |
$208K - $245K
|
4.23K
$292K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.2K+ 1.98% |
$353K - $417K
|
371K
$25.6M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.52K - $1.8K
|
31
$2.14K
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
70+ 0.43% |
$3.44K - $4.05K
|
16.3K
$1.12M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
367+ 18350.0% |
$18K - $21.3K
|
369
$25.4K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14+ 0.23% |
$687 - $811
|
6.2K
$427K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
325+ 3.3% |
$16K - $18.8K
|
10.2K
$701K
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.2K- 1.95% |
$59K - $69.7K
|
60.5K
$4.17M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.2K+ 51.84% |
$2.27M - $2.68M
|
135K
$9.33M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 30.0% |
$147 - $174
|
7
$483
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4- 0.09% |
$196 - $232
|
4.48K
$309K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 2.58% |
$71.6K - $84.5K
|
58.1K
$4M
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 10.63% |
$182K - $215K
|
38.6K
$2.66M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
54New |
$2.65K - $3.13K
|
54
$3.72K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
34+ 0.39% |
$1.67K - $1.97K
|
8.75K
$603K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-17.1K- 26.43% |
$838K - $989K
|
47.6K
$3.28M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 8.98% |
$2.9K - $3.42K
|
716
$49.4K
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.8K+ 42.92% |
$88.5K - $104K
|
6.01K
$414K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.99KNew |
$441K - $521K
|
8.99K
$619K
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.9K- 30.16% |
$93.3K - $110K
|
4.4K
$303K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$491 - $579
|
10
$689
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 1.47% |
$1.67K - $1.97K
|
2.35K
$162K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.33% |
$147 - $174
|
228
$15.7K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-76- 1.2% |
$3.73K - $4.4K
|
6.27K
$432K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
39+ 0.22% |
$1.91K - $2.26K
|
18.2K
$1.25M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129+ 38.86% |
$6.33K - $7.47K
|
461
$31.8K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 2.5% |
$49.1 - $57.9
|
39
$2.69K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.8K- 10.61% |
$3.94M - $4.37M
|
638K
$44M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 88.89% |
$2.08K - $2.31K
|
5
$345
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 50.0% |
$4.11K - $4.56K
|
79
$5.45K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.51KNew |
$235K - $260K
|
4.51K
$311K
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.45K+ 38.67% |
$75.6K - $83.8K
|
5.21K
$359K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
6.29KNew |
$328K - $363K
|
6.29K
$434K
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.07K+ 1.71% |
$55.4K - $61.4K
|
63.4K
$4.37M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17- 0.37% |
$885 - $980
|
4.54K
$313K
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.9K- 44.4% |
$255K - $283K
|
6.14K
$423K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.9KNew |
$725K - $803K
|
13.9K
$960K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.06K+ 1.81% |
$55.1K - $61.1K
|
59.5K
$4.1M
|
|
May 15, 2024
Q1 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
200KNew |
$10.4M - $11.5M
|
200K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$393K - $436K
|
7.55K
$521K
|