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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.6K+ 17.43% |
$176K - $227K
|
24.3K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45KNew |
$169K - $217K
|
3.45K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.43K+ 52.04% |
$168K - $216K
|
10K
$713K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
3.43KNew |
$167K - $216K
|
3.43K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.4K+ 8.3% |
$166K - $214K
|
44.3K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.32KNew |
$162K - $209K
|
3.32K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$162K - $209K
|
3.32K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
3.13K+ 21.61% |
$153K - $197K
|
17.6K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.05KNew |
$149K - $192K
|
3.05K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.02K+ 32.62% |
$148K - $190K
|
12.3K
$874K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.99K+ 1919.23% |
$146K - $189K
|
3.15K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.89K+ 5355.56% |
$141K - $182K
|
2.95K
$210K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.7K+ 5.21% |
$132K - $170K
|
54.5K
$3.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.69K+ 67.64% |
$132K - $170K
|
6.68K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.67K+ 20.44% |
$131K - $168K
|
15.8K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.6K+ 41.75% |
$127K - $164K
|
8.83K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.43K+ 13.3% |
$119K - $153K
|
20.7K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.31K+ 296.54% |
$113K - $146K
|
3.09K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.15K+ 12.75% |
$105K - $136K
|
19K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.05K+ 25.85% |
$100K - $129K
|
10K
$712K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.78K+ 1.84% |
$86.9K - $112K
|
98.5K
$7.02M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.7K+ 2.92% |
$83.1K - $107K
|
59.9K
$4.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.66K+ 6.22% |
$81.2K - $105K
|
28.4K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
1.59K+ 0.94% |
$77.6K - $100K
|
171K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.58K+ 7.74% |
$77.3K - $99.7K
|
22K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 4.52% |
$73.3K - $94.5K
|
34.7K
$2.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 18.88% |
$70.8K - $91.3K
|
9.12K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.38K+ 12.41% |
$67.4K - $86.9K
|
12.5K
$889K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
1.37K+ 20.42% |
$67.1K - $86.5K
|
8.1K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31K+ 15.04% |
$64.1K - $82.6K
|
10K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.3K+ 34.21% |
$63.5K - $81.9K
|
5.1K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.29K+ 8.38% |
$63.2K - $81.4K
|
16.7K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.21K+ 5.89% |
$59.3K - $76.4K
|
21.8K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 8.27% |
$58.5K - $75.5K
|
15.7K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.14K+ 7.18% |
$55.9K - $72.1K
|
17.1K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.11K+ 2.36% |
$54.4K - $70.2K
|
48.3K
$3.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 21.19% |
$52K - $67.1K
|
6.09K
$434K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
900+ 4.41% |
$44K - $56.7K
|
21.3K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
891+ 4.43% |
$43.5K - $56.1K
|
21K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
883+ 18.4% |
$43.1K - $55.6K
|
5.68K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
827+ 14.23% |
$40.4K - $52.1K
|
6.64K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
820New |
$40.1K - $51.7K
|
820
$58.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
800+ 4.95% |
$39.1K - $50.4K
|
17K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 5.76% |
$39.1K - $50.4K
|
14.7K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
760+ 4.91% |
$37.1K - $47.9K
|
16.2K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
741+ 6.53% |
$36.2K - $46.7K
|
12.1K
$861K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
683+ 1.77% |
$33.4K - $43K
|
39.4K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
680+ 73.75% |
$33.2K - $42.8K
|
1.6K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
646+ 3.51% |
$31.6K - $40.7K
|
19.1K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
566+ 4.35% |
$27.7K - $35.7K
|
13.6K
$966K
|