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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
63.4KNew |
$3.3M - $3.66M
|
63.4K
$3.67M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
31.9K+ 81.4% |
$1.66M - $1.84M
|
71K
$4.11M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.8KNew |
$1.19M - $1.31M
|
22.8K
$1.32M
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
16.6KNew |
$865K - $958K
|
16.6K
$962K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.1KNew |
$734K - $813K
|
14.1K
$817K
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.8KNew |
$614K - $681K
|
11.8K
$683K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.23KNew |
$481K - $533K
|
9.23K
$535K
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$393K - $436K
|
7.55K
$437K
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.59KNew |
$343K - $380K
|
6.59K
$382K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
6.29KNew |
$328K - $363K
|
6.29K
$364K
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5KNew |
$260K - $288K
|
5K
$290K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.6KNew |
$239K - $265K
|
4.6K
$266K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.51KNew |
$235K - $260K
|
4.51K
$261K
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
4.12KNew |
$214K - $237K
|
4.12K
$238K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.03K+ 66.24% |
$158K - $175K
|
7.59K
$440K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.3K+ 27.89% |
$67.7K - $75K
|
5.97K
$345K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.06K+ 1.81% |
$55.1K - $61.1K
|
59.5K
$3.44M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
543New |
$28.3K - $31.3K
|
543
$31.4K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
413New |
$21.5K - $23.8K
|
413
$23.9K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
122New |
$6.35K - $7.04K
|
122
$7.07K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
79New |
$4.11K - $4.56K
|
79
$4.57K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54New |
$2.81K - $3.11K
|
54
$3.13K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39New |
$2.03K - $2.25K
|
39
$2.26K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $115
|
4.97K
$288K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
189KNew |
$7.38M - $11M
|
189K
$10.9M
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
136K+ 22.1% |
$5.32M - $7.93M
|
753K
$43.6M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
109KNew |
$4.27M - $6.36M
|
109K
$6.33M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
54.9KNew |
$2.14M - $3.19M
|
54.9K
$3.18M
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$824K - $1.23M
|
21.1K
$1.22M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
13KNew |
$507K - $755K
|
13K
$751K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.5K+ 27.03% |
$488K - $726K
|
58.7K
$3.4M
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
4.9KNew |
$192K - $285K
|
4.9K
$284K
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.49KNew |
$176K - $261K
|
4.49K
$260K
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.29K+ 61300.0% |
$168K - $250K
|
4.3K
$249K
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.28KNew |
$167K - $249K
|
4.28K
$248K
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.88KNew |
$151K - $226K
|
3.88K
$224K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2K+ 3.64% |
$78.3K - $117K
|
57K
$3.3M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
371New |
$14.5K - $21.6K
|
371
$21.5K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$8.32K - $12.4K
|
213
$12.3K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.01K - $4.48K
|
77
$4.46K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14New |
$547 - $815
|
14
$811
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 1.12% |
$547 - $815
|
1.26K
$73K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
83K+ 16435.64% |
$3.64M - $4.32M
|
83.5K
$4.84M
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$1.08M - $1.28M
|
24.5K
$1.42M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
15.4KNew |
$675K - $800K
|
15.4K
$891K
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.4KNew |
$542K - $642K
|
12.4K
$715K
|
|
Nov 14, 2023
Q3 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
6.81K+ 111.72% |
$299K - $354K
|
12.9K
$747K
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.2KNew |
$96.7K - $115K
|
2.2K
$128K
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.2K+ 11.4% |
$96.5K - $114K
|
21.5K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.62K+ 26.94% |
$71.2K - $84.4K
|
7.65K
$443K
|