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 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-114- 73.55% |
$5.57K - $7.18K
|
41
$2.96K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-10.8K- 2.54% |
$529K - $681K
|
415K
$29.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.65K- 13.0% |
$179K - $230K
|
24.5K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
32.6KNew |
$1.59M - $2.05M
|
32.6K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.78K+ 1.84% |
$86.9K - $112K
|
98.5K
$7.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-50.7K- 84.19% |
$2.48M - $3.2M
|
9.53K
$687K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.59K- 23.45% |
$77.7K - $100K
|
5.19K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-661- 61.37% |
$32.3K - $41.6K
|
416
$30K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
37.8KNew |
$1.85M - $2.38M
|
37.8K
$2.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-28.6K- 95.66% |
$1.4M - $1.8M
|
1.3K
$93.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
115+ 1.29% |
$5.62K - $7.24K
|
9.02K
$651K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
36.5K+ 17.41% |
$1.78M - $2.3M
|
246K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
7.73K+ 46.86% |
$378K - $487K
|
24.2K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.02K+ 32.62% |
$148K - $190K
|
12.3K
$885K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.05K+ 25.85% |
$100K - $129K
|
10K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
103New |
$5.03K - $6.49K
|
103
$7.43K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 72.0% |
$879 - $1.13K
|
7
$505
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.66K+ 6.22% |
$81.2K - $105K
|
28.4K
$2.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
800+ 4.95% |
$39.1K - $50.4K
|
17K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
683+ 1.77% |
$33.4K - $43K
|
39.4K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-368- 7.0% |
$18K - $23.2K
|
4.89K
$353K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
78.6K+ 1277.06% |
$3.84M - $4.95M
|
84.7K
$6.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 3.47% |
$1.81K - $2.33K
|
1.03K
$74.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
358New |
$17.5K - $22.6K
|
358
$25.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 20.01% |
$654K - $843K
|
80.3K
$5.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 27.59% |
$391 - $504
|
21
$1.51K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
6.85KNew |
$334K - $431K
|
6.85K
$494K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
6New |
$293 - $378
|
6
$433
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-585- 7.05% |
$28.6K - $36.8K
|
7.71K
$556K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 5.76% |
$39.1K - $50.4K
|
14.7K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.48K- 21.97% |
$414K - $534K
|
30.1K
$2.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 4.52% |
$73.3K - $94.5K
|
34.7K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 5.8% |
$195 - $252
|
65
$4.69K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.21K+ 5.89% |
$59.3K - $76.4K
|
21.8K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-649- 5.98% |
$31.7K - $40.9K
|
10.2K
$735K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-321- 8.85% |
$15.7K - $20.2K
|
3.31K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.43KNew |
$265K - $342K
|
5.43K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
27+ 0.7% |
$1.32K - $1.7K
|
3.9K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$48.9 - $63
|
1
$72.1
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.98K+ 17.35% |
$488K - $629K
|
67.5K
$4.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$4.89K - $6.3K
|
100
$7.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.58K+ 7.74% |
$77.3K - $99.7K
|
22K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.43K+ 52.04% |
$168K - $216K
|
10K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-610- 8.58% |
$29.8K - $38.4K
|
6.5K
$468K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-404- 3.3% |
$19.7K - $25.4K
|
11.9K
$855K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$293 - $378
|
6
$433
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.83K+ 22.16% |
$236K - $304K
|
26.6K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.14K+ 7.18% |
$55.9K - $72.1K
|
17.1K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
SELL
|
- |
-728- 0.95% |
$35.6K - $45.9K
|
76K
$5.48M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.09K+ 13.01% |
$249K - $321K
|
44.2K
$3.19M
|