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 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77+ 11.0% |
$4.4K - $5.44K
|
777
$58.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
71New |
$4.06K - $5.01K
|
71
$5.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70+ 127.27% |
$4K - $4.94K
|
125
$9.36K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69+ 6.12% |
$3.94K - $4.87K
|
1.2K
$89.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
48+ 2.04% |
$2.74K - $3.39K
|
2.4K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$2.29K - $2.82K
|
40
$2.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 0.9% |
$2K - $2.47K
|
3.91K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 77.78% |
$2K - $2.47K
|
80
$5.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
$1.43K - $1.77K
|
25
$1.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 25.51% |
$1.43K - $1.77K
|
123
$9.21K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20+ 0.05% |
$1.14K - $1.41K
|
38.9K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.2% |
$686 - $847
|
6.05K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11+ 0.26% |
$629 - $777
|
4.22K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11+ 0.27% |
$629 - $777
|
4.08K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$629 - $777
|
11
$823
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 1.4% |
$571 - $706
|
726
$54.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.23% |
$457 - $565
|
3.54K
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 80.0% |
$457 - $565
|
18
$1.35K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$343 - $424
|
6
$449
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.04% |
$114 - $141
|
4.54K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.55% |
$114 - $141
|
363
$27.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.75% |
$57.1 - $70.6
|
58
$4.34K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$57.1 - $70.6
|
1
$74.8
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$57.1 - $70.6
|
229
$17.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172K+ 2.15% |
$8.43M - $9.95M
|
8.15M
$610M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.6KNew |
$620K - $732K
|
12.6K
$945K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.71KNew |
$329K - $389K
|
6.71K
$502K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.99K+ 35.53% |
$245K - $289K
|
19K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 10.63% |
$182K - $215K
|
38.6K
$2.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.09K+ 15.56% |
$102K - $121K
|
15.5K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$97.8K - $115K
|
1.99K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.55K+ 23.64% |
$76.1K - $89.8K
|
8.11K
$607K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.3K+ 213.46% |
$63.8K - $75.3K
|
1.91K
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
629+ 75.24% |
$30.9K - $36.4K
|
1.47K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
399+ 782.35% |
$19.6K - $23.1K
|
450
$33.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
325+ 3.3% |
$16K - $18.8K
|
10.2K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $17.4K
|
300
$22.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200New |
$9.82K - $11.6K
|
200
$15K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155New |
$7.61K - $8.98K
|
155
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 126.15% |
$4.02K - $4.75K
|
147
$11K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$2.8K - $3.3K
|
57
$4.27K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.52K - $1.8K
|
31
$2.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24+ 16.9% |
$1.18K - $1.39K
|
166
$12.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$883 - $1.04K
|
18
$1.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
16+ 1.53% |
$785 - $927
|
1.06K
$79.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13+ 0.02% |
$638 - $753
|
56.8K
$4.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 14.71% |
$245 - $290
|
39
$2.92K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$196 - $232
|
4
$299
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
200KNew |
$10.4M - $11.5M
|
200K
$15M
|
|