Latest Institutional Purchases of Moelis & CO (MC)
This list provides information on the latest institutional transactions involving Moelis & CO (MC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.24KNew |
$528K - $653K
|
9.24K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.74K+ 17.54% |
$499K - $617K
|
58.6K
$4.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.34K+ 6.16% |
$477K - $589K
|
144K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.04K+ 190.39% |
$459K - $568K
|
12.3K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.82K+ 129.75% |
$447K - $552K
|
13.8K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.74K+ 570.65% |
$442K - $546K
|
9.09K
$681K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.78KNew |
$387K - $479K
|
6.78K
$507K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.2K+ 4.73% |
$354K - $438K
|
137K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
5.84K+ 1.35% |
$334K - $413K
|
440K
$33M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$311K - $384K
|
5.44K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.16K+ 9548.15% |
$295K - $364K
|
5.21K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.88KNew |
$279K - $344K
|
4.88K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.84KNew |
$276K - $342K
|
4.84K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.8K+ 24.74% |
$274K - $339K
|
24.2K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.76K+ 2.01% |
$272K - $336K
|
242K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.69K+ 39.96% |
$268K - $331K
|
16.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.61KNew |
$264K - $326K
|
4.61K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.49K+ 13.14% |
$257K - $317K
|
38.7K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
4.4KNew |
$251K - $311K
|
4.4K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
4.38K+ 42.28% |
$250K - $309K
|
14.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.26KNew |
$243K - $301K
|
4.26K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.12KNew |
$235K - $291K
|
4.12K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.89K+ 86.86% |
$222K - $275K
|
8.37K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.69K+ 40.45% |
$211K - $260K
|
12.8K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.55KNew |
$203K - $251K
|
3.55K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52KNew |
$201K - $249K
|
3.52K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$198K - $244K
|
3.46K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$195K - $241K
|
3.42K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3K+ 110.0% |
$189K - $233K
|
6.3K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.29KNew |
$188K - $232K
|
3.29K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.27K+ 0.12% |
$187K - $231K
|
2.73M
$205M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.21KNew |
$183K - $226K
|
3.21K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.19K+ 35.22% |
$182K - $225K
|
12.2K
$917K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.08KNew |
$176K - $217K
|
3.08K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.06K+ 11.47% |
$175K - $216K
|
29.8K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.05KNew |
$174K - $215K
|
3.05K
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.02KNew |
$172K - $213K
|
3.02K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3KNew |
$172K - $212K
|
3K
$225K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$168K - $208K
|
2.95K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.83K+ 15.56% |
$161K - $200K
|
21K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.71KNew |
$155K - $191K
|
2.71K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.26K+ 26.65% |
$129K - $159K
|
10.7K
$802K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.21K+ 52.32% |
$126K - $156K
|
6.44K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 108.08% |
$120K - $148K
|
4.04K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 0.55% |
$117K - $145K
|
373K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.03K+ 5.11% |
$116K - $143K
|
41.8K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2K+ 9.62% |
$114K - $141K
|
22.8K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
1.97K+ 7.39% |
$113K - $139K
|
28.6K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.9KNew |
$108K - $134K
|
1.9K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.83K+ 10.49% |
$105K - $129K
|
19.3K
$1.44M
|