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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.75K+ 22.76% |
$100K - $124K
|
9.44K
$706K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.71K+ 5.92% |
$97.5K - $120K
|
30.5K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.69KNew |
$96.7K - $119K
|
1.69K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.67K+ 3.41% |
$95.1K - $118K
|
50.6K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.59K+ 8.52% |
$90.9K - $112K
|
20.3K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$88.7K - $110K
|
1.55K
$116K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 30.57% |
$88.2K - $109K
|
6.59K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.4K+ 30.43% |
$80K - $98.9K
|
6K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.36K+ 0.78% |
$77.8K - $96.1K
|
175K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31K+ 31.45% |
$74.6K - $92.2K
|
5.46K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.22K+ 1.87% |
$69.8K - $86.2K
|
66.6K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 4.6% |
$63.3K - $78.2K
|
25.2K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.1KNew |
$62.8K - $77.6K
|
1.1K
$82.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.05K+ 5.99% |
$60.2K - $74.4K
|
18.6K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 17.66% |
$58.1K - $71.8K
|
6.78K
$507K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
921+ 13.63% |
$52.6K - $65K
|
7.68K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
815+ 8.78% |
$46.6K - $57.6K
|
10.1K
$756K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
737+ 1.27% |
$42.1K - $52K
|
58.8K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
730+ 4.17% |
$41.7K - $51.6K
|
18.2K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
712+ 192.95% |
$40.7K - $50.3K
|
1.08K
$80.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
628+ 348.89% |
$35.9K - $44.3K
|
808
$60.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
562+ 8.66% |
$32.1K - $39.7K
|
7.05K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
554+ 8.67% |
$31.7K - $39.1K
|
6.94K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
551+ 16.18% |
$31.5K - $38.9K
|
3.96K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
548+ 1.15% |
$31.3K - $38.7K
|
48.1K
$3.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
534+ 115.84% |
$30.5K - $37.7K
|
995
$74.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
517+ 5.6% |
$29.5K - $36.5K
|
9.74K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
504+ 7.02% |
$28.8K - $35.6K
|
7.69K
$575K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
405+ 24.35% |
$23.1K - $28.6K
|
2.07K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
402+ 0.4% |
$23K - $28.4K
|
101K
$7.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
387New |
$22.1K - $27.3K
|
387
$29K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
301+ 0.38% |
$17.2K - $21.3K
|
79.3K
$5.93M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
300+ 2.16% |
$17.1K - $21.2K
|
14.2K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
294+ 4.75% |
$16.8K - $20.8K
|
6.49K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286New |
$16.3K - $20.2K
|
286
$21.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
275+ 3.85% |
$15.7K - $19.4K
|
7.42K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
236+ 3.41% |
$13.5K - $16.7K
|
7.16K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
228New |
$13K - $16.1K
|
228
$17.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
220+ 0.35% |
$12.6K - $15.5K
|
62.6K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
216New |
$12.3K - $15.3K
|
216
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
200+ 1.69% |
$11.4K - $14.1K
|
12K
$899K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
172+ 1.26% |
$9.83K - $12.1K
|
13.8K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
147+ 0.78% |
$8.4K - $10.4K
|
19K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
142+ 75.13% |
$8.11K - $10K
|
331
$24.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
138+ 3.07% |
$7.89K - $9.75K
|
4.64K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 2.63% |
$6.8K - $8.4K
|
4.64K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106New |
$6.06K - $7.49K
|
106
$7.93K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
105New |
$6K - $7.42K
|
105
$7.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
91+ 2.55% |
$5.2K - $6.43K
|
3.67K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
84+ 5.31% |
$4.8K - $5.93K
|
1.67K
$125K
|