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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
476+ 10.66% |
$27.6K - $38.7K
|
4.94K
$356K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$811 - $1.14K
|
14
$1.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 4.92% |
$29K - $40.6K
|
9.67K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$59.4K - $83.3K
|
1.03K
$74K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99New |
$5.73K - $8.04K
|
99
$7.14K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.02% |
$116 - $162
|
12.6K
$911K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$2.63K - $3.22K
|
40
$2.88K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$65.7 - $80.5
|
1
$72.1
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 0.62% |
$72.8K - $89.1K
|
178K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14KNew |
$923K - $1.13M
|
14K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
74KNew |
$4.86M - $5.95M
|
74K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-536- 4.24% |
$35.2K - $43.1K
|
12.1K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.05KNew |
$200K - $245K
|
3.05K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
494K+ 215.53% |
$32.5M - $39.8M
|
723K
$52.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
17.8KNew |
$1.17M - $1.43M
|
17.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
39KNew |
$2.56M - $3.14M
|
39K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
8.97KNew |
$590K - $722K
|
8.97K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
800New |
$52.6K - $64.4K
|
800
$57.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
48.2KNew |
$3.17M - $3.88M
|
48.2K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-256- 8.52% |
$16.8K - $20.6K
|
2.75K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
280KNew |
$18.4M - $22.6M
|
280K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
34.2K+ 3002.99% |
$2.25M - $2.75M
|
35.3K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$329 - $402
|
5
$361
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
137+ 52.49% |
$9.01K - $11K
|
398
$28.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.9KNew |
$322K - $394K
|
4.9K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.16MNew |
$76.6M - $93.8M
|
1.16M
$84M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.4KNew |
$2.33M - $2.85M
|
35.4K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41New |
$2.7K - $3.3K
|
41
$2.96K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$65.7 - $80.5
|
1
$72.1
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.4K- 33.19% |
$355K - $435K
|
10.9K
$784K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
137KNew |
$9.04M - $11.1M
|
137K
$9.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.2K+ 35.74% |
$276K - $338K
|
16K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-75- 0.61% |
$4.93K - $6.04K
|
12.1K
$875K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
54New |
$3.55K - $4.35K
|
54
$3.89K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-290- 4.11% |
$19.1K - $23.3K
|
6.77K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
59New |
$3.88K - $4.75K
|
59
$4.25K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-795- 1.42% |
$52.3K - $64K
|
55K
$3.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.76KNew |
$181K - $222K
|
2.76K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.19KNew |
$341K - $418K
|
5.19K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
302+ 8.84% |
$19.9K - $24.3K
|
3.72K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
630New |
$41.4K - $50.7K
|
630
$45.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.8KNew |
$184K - $225K
|
2.8K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
81New |
$5.32K - $6.52K
|
81
$5.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 27.61% |
$14.6K - $17.9K
|
582
$42K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.1K- 11.21% |
$72.3K - $88.5K
|
8.71K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.46KNew |
$227K - $278K
|
3.46K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 62.5% |
$329 - $402
|
3
$216
|
|
| Q3 2024 | |||||||
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$168K - $208K
|
2.95K
$212K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.24KNew |
$528K - $653K
|
9.24K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-1.6K- 48.48% |
$91.4K - $113K
|
1.7K
$123K
|
|