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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
435+ 9.43% |
$21.3K - $25.2K
|
5.05K
$346K
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
426+ 10.45% |
$20.9K - $24.7K
|
4.5K
$308K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
399+ 782.35% |
$19.6K - $23.1K
|
450
$30.8K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
367+ 18350.0% |
$18K - $21.3K
|
369
$25.3K
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
345+ 1.88% |
$16.9K - $20K
|
18.7K
$1.28M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
325+ 3.3% |
$16K - $18.8K
|
10.2K
$697K
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $17.4K
|
300
$20.6K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
257+ 3.85% |
$12.6K - $14.9K
|
6.92K
$474K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200New |
$9.82K - $11.6K
|
200
$13.7K
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
193+ 3.11% |
$9.47K - $11.2K
|
6.39K
$438K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
193+ 63.49% |
$9.47K - $11.2K
|
497
$34K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
192+ 2.75% |
$9.42K - $11.1K
|
7.18K
$492K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
189New |
$9.28K - $10.9K
|
189
$12.9K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
188+ 1.37% |
$9.23K - $10.9K
|
13.9K
$950K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
170+ 215.19% |
$8.34K - $9.85K
|
249
$17.1K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
160+ 0.34% |
$7.85K - $9.27K
|
47.1K
$3.23M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155New |
$7.61K - $8.98K
|
155
$10.6K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129+ 38.86% |
$6.33K - $7.47K
|
461
$31.6K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
112New |
$5.5K - $6.49K
|
112
$7.67K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110+ 1.21% |
$5.4K - $6.37K
|
9.23K
$632K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 31.27% |
$4.22K - $4.98K
|
361
$24.7K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 126.15% |
$4.02K - $4.75K
|
147
$10.1K
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
70+ 0.43% |
$3.44K - $4.05K
|
16.3K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 8.98% |
$2.9K - $3.42K
|
716
$49.1K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$2.8K - $3.3K
|
57
$3.91K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
54New |
$2.65K - $3.13K
|
54
$3.7K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49+ 0.02% |
$2.4K - $2.84K
|
237K
$16.2M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
44+ 32.35% |
$2.16K - $2.55K
|
180
$12.3K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
39+ 0.22% |
$1.91K - $2.26K
|
18.2K
$1.24M
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
34+ 0.39% |
$1.67K - $1.97K
|
8.75K
$599K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 1.47% |
$1.67K - $1.97K
|
2.35K
$161K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.52K - $1.8K
|
31
$2.12K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24+ 16.9% |
$1.18K - $1.39K
|
166
$11.4K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$883 - $1.04K
|
18
$1.23K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
16+ 1.53% |
$785 - $927
|
1.06K
$72.6K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 16.67% |
$687 - $811
|
98
$6.71K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14+ 0.23% |
$687 - $811
|
6.2K
$424K
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13+ 0.02% |
$638 - $753
|
56.8K
$3.89M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$491 - $579
|
10
$685
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.85% |
$344 - $405
|
828
$56.7K
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.1% |
$294 - $348
|
6.04K
$414K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$294 - $348
|
6.74K
$462K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 14.71% |
$245 - $290
|
39
$2.67K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 3.48% |
$196 - $232
|
119
$8.15K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$196 - $232
|
4
$274
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$196 - $232
|
3.53K
$242K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.33% |
$147 - $174
|
228
$15.6K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
200KNew |
$10.4M - $11.5M
|
200K
$13.7M
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
74.8KNew |
$3.89M - $4.31M
|
74.8K
$5.12M
|