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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
147+ 0.78% |
$8.4K - $10.4K
|
19K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12.7KNew |
$723K - $893K
|
12.7K
$939K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-19- 0.44% |
$1.09K - $1.34K
|
4.25K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3K+ 110.0% |
$189K - $233K
|
6.3K
$467K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.55% |
$114 - $141
|
363
$26.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.16K+ 9548.15% |
$295K - $364K
|
5.21K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.23% |
$457 - $565
|
3.54K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
562+ 8.66% |
$32.1K - $39.7K
|
7.05K
$523K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
105New |
$6K - $7.42K
|
105
$7.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-248- 1.52% |
$14.2K - $17.5K
|
16K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72- 1.23% |
$4.11K - $5.08K
|
5.8K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$57.1 - $70.6
|
229
$17K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 2.29% |
$171 - $212
|
128
$9.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 80.0% |
$457 - $565
|
18
$1.34K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-252- 2.88% |
$14.4K - $17.8K
|
8.5K
$630K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$343 - $424
|
6
$445
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-15- 3.02% |
$857 - $1.06K
|
482
$35.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 1.4% |
$571 - $706
|
726
$53.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
48+ 2.04% |
$2.74K - $3.39K
|
2.4K
$178K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
737+ 1.27% |
$42.1K - $52K
|
58.8K
$4.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.02KNew |
$172K - $213K
|
3.02K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-12.8K- 21.21% |
$733K - $906K
|
47.6K
$3.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.05KNew |
$174K - $215K
|
3.05K
$226K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
534+ 115.84% |
$30.5K - $37.7K
|
995
$73.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-374- 4.16% |
$21.4K - $26.4K
|
8.61K
$639K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.04K- 17.36% |
$59.6K - $73.7K
|
4.96K
$368K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-78- 28.26% |
$3.83K - $4.52K
|
198
$14.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-24.3K- 85.92% |
$1.19M - $1.41M
|
3.99K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.6KNew |
$620K - $732K
|
12.6K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-343- 1.02% |
$16.8K - $19.9K
|
33.3K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $17.4K
|
300
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-41.5K- 45.11% |
$2.04M - $2.4M
|
50.4K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.71KNew |
$329K - $389K
|
6.71K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 1.87% |
$1.47K - $1.74K
|
1.57K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-18.4K- 66.46% |
$904K - $1.07M
|
9.3K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 126.15% |
$4.02K - $4.75K
|
147
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.55K+ 23.64% |
$76.1K - $89.8K
|
8.11K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172K+ 2.15% |
$8.43M - $9.95M
|
8.15M
$605M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
399+ 782.35% |
$19.6K - $23.1K
|
450
$33.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
629+ 75.24% |
$30.9K - $36.4K
|
1.47K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24+ 16.9% |
$1.18K - $1.39K
|
166
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.23K- 33.43% |
$208K - $245K
|
8.43K
$625K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 43.38% |
$9.82K - $11.6K
|
261
$19.4K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.99K+ 35.53% |
$245K - $289K
|
19K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 14.71% |
$245 - $290
|
39
$2.89K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.45K- 14.48% |
$415K - $489K
|
49.9K
$3.7M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-12K- 43.65% |
$587K - $693K
|
15.4K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$97.8K - $115K
|
1.99K
$148K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-216- 5.63% |
$10.6K - $12.5K
|
3.62K
$269K
|
|