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 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.54% |
$879 - $1.13K
|
1.15K
$83.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 57.14% |
$195 - $252
|
3
$216
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-37- 9.81% |
$1.81K - $2.33K
|
340
$24.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
26+ 2.48% |
$1.27K - $1.64K
|
1.07K
$77.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$147 - $189
|
3
$216
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-424- 25.98% |
$20.7K - $26.7K
|
1.21K
$87.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-298- 1.07% |
$14.6K - $18.8K
|
27.5K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-53.8K- 67.39% |
$2.63M - $3.39M
|
26K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 4.12% |
$1.17K - $1.51K
|
559
$40.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-786- 70.18% |
$38.4K - $49.5K
|
334
$24.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 168.75% |
$1.32K - $1.7K
|
43
$3.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
188+ 2.94% |
$9.19K - $11.8K
|
6.58K
$475K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.3K+ 32.82% |
$4.07M - $5.24M
|
337K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.64K- 40.24% |
$226K - $292K
|
6.88K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$147 - $189
|
3
$216
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
21+ 28.0% |
$1.03K - $1.32K
|
96
$6.92K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
250+ 1.65% |
$12.2K - $15.7K
|
15.4K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-104- 16.15% |
$5.08K - $6.55K
|
540
$38.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.12% |
$97.7 - $126
|
181
$13.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-81- 43.55% |
$3.96K - $5.1K
|
105
$7.57K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
247+ 2.88% |
$12.1K - $15.6K
|
8.81K
$636K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 19.22% |
$7.48K - $9.64K
|
949
$68.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-73- 5.38% |
$3.57K - $4.6K
|
1.28K
$92.5K
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
852New |
$49.3K - $69.2K
|
852
$61.4K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.8KNew |
$683K - $958K
|
11.8K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.56K+ 15.64% |
$322K - $452K
|
41.1K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.79KNew |
$219K - $308K
|
3.79K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.6K- 7.8% |
$151K - $211K
|
30.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
99.6KNew |
$5.77M - $8.09M
|
99.6K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
169New |
$9.79K - $13.7K
|
169
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
10.2K+ 103.24% |
$588K - $825K
|
20K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 200.0% |
$579 - $812
|
15
$1.08K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
14.7KNew |
$853K - $1.2M
|
14.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
26.9K+ 228.0% |
$1.56M - $2.18M
|
38.7K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
6.29KNew |
$364K - $511K
|
6.29K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
23.6KNew |
$1.37M - $1.92M
|
23.6K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
12.4KNew |
$720K - $1.01M
|
12.4K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
352K+ 311.42% |
$20.4M - $28.6M
|
466K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.8KNew |
$1.21M - $1.69M
|
20.8K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-263- 3.83% |
$15.2K - $21.4K
|
6.61K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.61KNew |
$267K - $374K
|
4.61K
$333K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.56KNew |
$264K - $370K
|
4.56K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-118K- 95.39% |
$6.84M - $9.59M
|
5.72K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
6.27KNew |
$363K - $509K
|
6.27K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
13.9KNew |
$804K - $1.13M
|
13.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.27KNew |
$247K - $347K
|
4.27K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
188KNew |
$10.9M - $15.3M
|
188K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
470+ 8.3% |
$27.2K - $38.2K
|
6.13K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
178K+ 150.88% |
$10.3M - $14.5M
|
296K
$21.3M
|
|