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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.25K+ 36.04% |
$72.4K - $102K
|
4.72K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.16K+ 10.45% |
$67.2K - $94.2K
|
12.3K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.08K+ 5.54% |
$62.6K - $87.8K
|
20.6K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$59.4K - $83.3K
|
1.03K
$59.9K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 14.89% |
$58.9K - $82.6K
|
7.85K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1K+ 33.33% |
$57.9K - $81.2K
|
4K
$233K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
995New |
$57.6K - $80.8K
|
995
$58.1K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
780New |
$45.2K - $63.3K
|
780
$45.5K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
752+ 9.44% |
$43.5K - $61.1K
|
8.72K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
751+ 1.45% |
$43.5K - $61K
|
52.4K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
746+ 2.05% |
$43.2K - $60.6K
|
37.2K
$2.17M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
745+ 1460.78% |
$43.1K - $60.5K
|
796
$46.5K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
724+ 23.36% |
$41.9K - $58.8K
|
3.82K
$223K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
710+ 4.01% |
$41.1K - $57.7K
|
18.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
623+ 9.9% |
$36.1K - $50.6K
|
6.91K
$404K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
605+ 1551.28% |
$35K - $49.1K
|
644
$37.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
581+ 4.18% |
$33.6K - $47.2K
|
14.5K
$845K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
556New |
$32.2K - $45.1K
|
556
$32.5K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
481+ 4.86% |
$27.9K - $39.1K
|
10.4K
$606K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
476+ 10.66% |
$27.6K - $38.7K
|
4.94K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
470+ 8.3% |
$27.2K - $38.2K
|
6.13K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
432+ 9.89% |
$25K - $35.1K
|
4.8K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
410+ 3.93% |
$23.7K - $33.3K
|
10.8K
$633K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
350+ 5.79% |
$20.3K - $28.4K
|
6.39K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
304+ 3.53% |
$17.6K - $24.7K
|
8.91K
$520K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
294+ 4.32% |
$17K - $23.9K
|
7.11K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
294+ 5.79% |
$17K - $23.9K
|
5.37K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
244+ 5.05% |
$14.1K - $19.8K
|
5.08K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
213+ 3.34% |
$12.3K - $17.3K
|
6.59K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
206New |
$11.9K - $16.7K
|
206
$12K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
204+ 20400.0% |
$11.8K - $16.6K
|
205
$12K
|
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
204+ 0.27% |
$11.8K - $16.6K
|
76.7K
$4.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
204+ 2.44% |
$11.8K - $16.6K
|
8.57K
$500K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
198+ 6600.0% |
$11.5K - $16.1K
|
201
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
169New |
$9.79K - $13.7K
|
169
$9.86K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
155New |
$8.98K - $12.6K
|
155
$9.05K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
153+ 5100.0% |
$8.86K - $12.4K
|
156
$9.11K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
134+ 2.91% |
$7.76K - $10.9K
|
4.73K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125+ 65.79% |
$7.24K - $10.2K
|
315
$18.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
118+ 1.16% |
$6.83K - $9.58K
|
10.3K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
111+ 1.15% |
$6.43K - $9.01K
|
9.8K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
101+ 20.95% |
$5.85K - $8.2K
|
583
$34K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$5.79K - $8.12K
|
100
$5.84K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99New |
$5.73K - $8.04K
|
99
$5.78K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 2.69% |
$5.5K - $7.71K
|
3.63K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90+ 8.74% |
$5.21K - $7.31K
|
1.12K
$65.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
82New |
$4.75K - $6.66K
|
82
$4.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 77.14% |
$4.69K - $6.58K
|
186
$10.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 20.45% |
$3.71K - $5.2K
|
377
$22K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
59+ 7.96% |
$3.42K - $4.79K
|
800
$46.7K
|