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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$196 - $232
|
4
$299
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13+ 0.02% |
$638 - $753
|
56.8K
$4.24M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$2.8K - $3.3K
|
57
$4.26K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-502- 10.52% |
$24.6K - $29.1K
|
4.27K
$319K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$883 - $1.04K
|
18
$1.34K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.26K - $2.66K
|
4.54K
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.09K+ 15.56% |
$102K - $121K
|
15.5K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.3K+ 213.46% |
$63.8K - $75.3K
|
1.91K
$143K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200New |
$9.82K - $11.6K
|
200
$14.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
16+ 1.53% |
$785 - $927
|
1.06K
$79.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.52K - $1.8K
|
31
$2.32K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
325+ 3.3% |
$16K - $18.8K
|
10.2K
$760K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 30.0% |
$147 - $174
|
7
$523
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 10.63% |
$182K - $215K
|
38.6K
$2.88M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.9K- 30.16% |
$93.3K - $110K
|
4.4K
$329K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-76- 1.2% |
$3.73K - $4.4K
|
6.27K
$469K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 2.5% |
$49.1 - $57.9
|
39
$2.91K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 50.0% |
$4.11K - $4.56K
|
79
$5.9K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.51KNew |
$235K - $260K
|
4.51K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.9K- 44.4% |
$255K - $283K
|
6.14K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
6.29KNew |
$328K - $363K
|
6.29K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.9KNew |
$725K - $803K
|
13.9K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.06K+ 1.81% |
$55.1K - $61.1K
|
59.5K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
200KNew |
$10.4M - $11.5M
|
200K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$393K - $436K
|
7.55K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.59KNew |
$343K - $380K
|
6.59K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
31.9K+ 81.4% |
$1.66M - $1.84M
|
71K
$5.3M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.84K- 99.77% |
$200K - $222K
|
9
$672
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.16K- 4.8% |
$60.1K - $66.6K
|
22.9K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.8KNew |
$614K - $681K
|
11.8K
$881K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.6KNew |
$239K - $265K
|
4.6K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-336- 8.73% |
$17.5K - $19.4K
|
3.51K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
18.7KNew |
$973K - $1.08M
|
18.7K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.8KNew |
$1.19M - $1.31M
|
22.8K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
4.12KNew |
$214K - $237K
|
4.12K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
74.8KNew |
$3.89M - $4.31M
|
74.8K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 22.61% |
$55.1K - $61K
|
3.62K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-188- 4.98% |
$9.79K - $10.8K
|
3.59K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
122New |
$6.35K - $7.04K
|
122
$9.11K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.51K- 30.55% |
$131K - $145K
|
5.71K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
543New |
$28.3K - $31.3K
|
543
$40.6K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.01KNew |
$417K - $462K
|
8.01K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.1KNew |
$734K - $813K
|
14.1K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-320- 0.88% |
$16.7K - $18.5K
|
36K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
63.4KNew |
$3.3M - $3.66M
|
63.4K
$4.74M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-104- 57.78% |
$5.41K - $6K
|
76
$5.68K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-277- 0.4% |
$14.4K - $16K
|
68.2K
$5.09M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.13KNew |
$111K - $123K
|
2.13K
$159K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
397+ 7.79% |
$20.7K - $22.9K
|
5.49K
$410K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $115
|
4.97K
$371K
|
|