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, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
513New |
$25.1K - $32.3K
|
513
$36.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
504+ 1.76% |
$24.6K - $31.7K
|
29.2K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
491+ 6.27% |
$24K - $30.9K
|
8.32K
$592K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465+ 6.73% |
$22.7K - $29.3K
|
7.38K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
462+ 5.89% |
$22.6K - $29.1K
|
8.31K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
442+ 45.47% |
$21.6K - $27.8K
|
1.41K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
421+ 7.84% |
$20.6K - $26.5K
|
5.79K
$413K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
383+ 5.31% |
$18.7K - $24.1K
|
7.59K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
359+ 1.77% |
$17.5K - $22.6K
|
20.6K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
358New |
$17.5K - $22.6K
|
358
$25.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 2.22% |
$15.3K - $19.7K
|
14.4K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
298+ 10.13% |
$14.6K - $18.8K
|
3.24K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
282+ 89.52% |
$13.8K - $17.8K
|
597
$42.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
279+ 5.5% |
$13.6K - $17.6K
|
5.35K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
262+ 0.34% |
$12.8K - $16.5K
|
76.9K
$5.48M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
250+ 1.65% |
$12.2K - $15.7K
|
15.4K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
247+ 2.88% |
$12.1K - $15.6K
|
8.81K
$628K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
229+ 5725.0% |
$11.2K - $14.4K
|
233
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
209+ 0.3% |
$10.2K - $13.2K
|
69.2K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
199New |
$9.72K - $12.5K
|
199
$14.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
188+ 2.94% |
$9.19K - $11.8K
|
6.58K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
168+ 3.03% |
$8.21K - $10.6K
|
5.7K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
165+ 126.92% |
$8.06K - $10.4K
|
295
$21K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 19.22% |
$7.48K - $9.64K
|
949
$67.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
145+ 3.36% |
$7.08K - $9.13K
|
4.46K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
130+ 42.21% |
$6.35K - $8.19K
|
438
$31.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
127New |
$6.21K - $8K
|
127
$9.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122+ 59.51% |
$5.96K - $7.68K
|
327
$23.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
115+ 1.29% |
$5.62K - $7.24K
|
9.02K
$642K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
105+ 140.0% |
$5.13K - $6.61K
|
180
$12.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
103New |
$5.03K - $6.49K
|
103
$7.33K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
103New |
$5.03K - $6.49K
|
103
$7.33K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$4.89K - $6.3K
|
100
$7.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
95+ 1.34% |
$4.64K - $5.98K
|
7.16K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
95+ 135.71% |
$4.64K - $5.98K
|
165
$11.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
92+ 224.39% |
$4.5K - $5.8K
|
133
$9.47K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
89New |
$4.35K - $5.61K
|
89
$6.34K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
82+ 1025.0% |
$4.01K - $5.17K
|
90
$6.41K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
81+ 0.79% |
$3.96K - $5.1K
|
10.4K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
74+ 1.85% |
$3.62K - $4.66K
|
4.07K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68+ 272.0% |
$3.32K - $4.28K
|
93
$6.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 38.1% |
$1.95K - $2.52K
|
145
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 51.32% |
$1.91K - $2.46K
|
115
$8.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
38+ 30.4% |
$1.86K - $2.39K
|
163
$11.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.51K - $1.95K
|
31
$2.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 14.51% |
$1.37K - $1.76K
|
221
$15.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 15.82% |
$1.37K - $1.76K
|
205
$14.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
27+ 0.7% |
$1.32K - $1.7K
|
3.9K
$278K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 168.75% |
$1.32K - $1.7K
|
43
$3.06K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
26+ 2.48% |
$1.27K - $1.64K
|
1.07K
$76.5K
|