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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
325+ 7.97% |
$21.4K - $26.2K
|
4.41K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-290- 4.11% |
$19.1K - $23.3K
|
6.77K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 45.2% |
$191K - $234K
|
3.53K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
59New |
$3.88K - $4.75K
|
59
$3.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.97KNew |
$130K - $159K
|
1.97K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 28.93% |
$6.9K - $8.45K
|
258
$14.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-655- 9.93% |
$43.1K - $52.7K
|
5.94K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-86- 0.3% |
$5.65K - $6.92K
|
28.6K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 87.29% |
$91.6K - $112K
|
203
$11.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-795- 1.42% |
$52.3K - $64K
|
55K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.47K- 51.14% |
$228K - $279K
|
3.31K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.76KNew |
$181K - $222K
|
2.76K
$160K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.29% |
$6.57K - $8.05K
|
34.1K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
622+ 2.04% |
$40.9K - $50.1K
|
31.1K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 2.5% |
$14.2K - $17.4K
|
8.42K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.58KNew |
$367K - $449K
|
5.58K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.19KNew |
$341K - $418K
|
5.19K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-416- 1.5% |
$27.3K - $33.5K
|
27.3K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
187+ 4.03% |
$12.3K - $15.1K
|
4.83K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
302+ 8.84% |
$19.9K - $24.3K
|
3.72K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-37- 0.09% |
$2.43K - $2.98K
|
40.1K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.18K- 6.19% |
$77.2K - $94.6K
|
17.8K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.13K- 1.28% |
$74K - $90.6K
|
87.1K
$5.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
124KNew |
$8.14M - $9.97M
|
124K
$7.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-227- 3.47% |
$14.9K - $18.3K
|
6.32K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
15.2KNew |
$1M - $1.23M
|
15.2K
$882K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
967+ 46.76% |
$63.6K - $77.8K
|
3.04K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
630New |
$41.4K - $50.7K
|
630
$36.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38+ 95.0% |
$2.5K - $3.06K
|
78
$4.52K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.8KNew |
$184K - $225K
|
2.8K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
5.06K+ 1.16% |
$333K - $407K
|
440K
$25.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-495- 61.26% |
$32.5K - $39.8K
|
313
$18.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
81New |
$5.32K - $6.52K
|
81
$4.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-11- 0.13% |
$723 - $885
|
8.6K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.46KNew |
$227K - $278K
|
3.46K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-74- 2.09% |
$4.86K - $5.96K
|
3.47K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-470- 11.63% |
$30.9K - $37.8K
|
3.57K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.7K- 38.14% |
$903K - $1.11M
|
22.3K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.1K- 11.21% |
$72.3K - $88.5K
|
8.71K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 27.61% |
$14.6K - $17.9K
|
582
$33.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
29.2K+ 98.2% |
$1.92M - $2.35M
|
59K
$3.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22.1K- 59.1% |
$1.45M - $1.78M
|
15.3K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.05% |
$1.18K - $1.45K
|
38.6K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$65.7 - $80.5
|
1
$57.9
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-43- 0.27% |
$2.83K - $3.46K
|
16K
$926K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
53.5K+ 7.47% |
$3.52M - $4.3M
|
769K
$44.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 62.5% |
$329 - $402
|
3
$174
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.09K- 9.94% |
$137K - $168K
|
18.9K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.87% |
$131 - $161
|
231
$13.4K
|