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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.03K+ 66.24% |
$158K - $175K
|
7.59K
$567K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.48K- 98.27% |
$77K - $85.3K
|
26
$1.94K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.82K- 9.23% |
$147K - $163K
|
27.7K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5KNew |
$260K - $288K
|
5K
$373K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
16.6KNew |
$865K - $958K
|
16.6K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.3K+ 27.89% |
$67.7K - $75K
|
5.97K
$446K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
9.81KNew |
$511K - $566K
|
9.81K
$733K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
413New |
$21.5K - $23.8K
|
413
$30.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.73K- 19.13% |
$142K - $157K
|
11.5K
$861K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54New |
$2.81K - $3.11K
|
54
$4.03K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.23KNew |
$481K - $533K
|
9.23K
$690K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
79New |
$4.11K - $4.56K
|
79
$5.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 71.43% |
$521 - $577
|
4
$299
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 36.36% |
$10.4K - $11.5K
|
350
$26.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39New |
$2.03K - $2.25K
|
39
$2.91K
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$313 - $466
|
8
$598
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
371New |
$14.5K - $21.6K
|
371
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
189KNew |
$7.38M - $11M
|
189K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
109KNew |
$4.27M - $6.36M
|
109K
$8.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.28KNew |
$167K - $249K
|
4.28K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14New |
$547 - $815
|
14
$1.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.77K- 24.37% |
$69.2K - $103K
|
5.49K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.5K+ 27.03% |
$488K - $726K
|
58.7K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$824K - $1.23M
|
21.1K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-80.2K- 75.14% |
$3.14M - $4.67M
|
26.6K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$8.32K - $12.4K
|
213
$15.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.88KNew |
$151K - $226K
|
3.88K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-5.73KClosed |
$224K - $333K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 1.12% |
$547 - $815
|
1.26K
$94.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
54.9KNew |
$2.14M - $3.19M
|
54.9K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.29K+ 61300.0% |
$168K - $250K
|
4.3K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65- 1.43% |
$2.54K - $3.78K
|
4.49K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 50.0% |
$117 - $175
|
3
$224
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
390+ 5.85% |
$15.2K - $22.7K
|
7.06K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$352 - $524
|
29
$2.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
4.9KNew |
$192K - $285K
|
4.9K
$366K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 2.5% |
$274 - $407
|
273
$20.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-13- 0.11% |
$508 - $757
|
11.8K
$878K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
13KNew |
$507K - $755K
|
13K
$969K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.01K - $4.48K
|
77
$5.75K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.49KNew |
$176K - $261K
|
4.49K
$336K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
136K+ 22.1% |
$5.32M - $7.93M
|
753K
$56.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2K+ 3.64% |
$78.3K - $117K
|
57K
$4.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-103- 66.88% |
$4.03K - $5.99K
|
51
$3.81K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
447KNew |
$19.6M - $23.2M
|
447K
$33.4M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.2K+ 11.4% |
$96.5K - $114K
|
21.5K
$1.61M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.2KNew |
$96.7K - $115K
|
2.2K
$165K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
96+ 0.91% |
$4.21K - $4.99K
|
10.7K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.45K- 2.69% |
$63.5K - $75.3K
|
52.4K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.02% |
$43.9 - $52
|
4.51K
$337K
|
|