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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84KNew |
$187K - $228K
|
2.84K
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.8KNew |
$184K - $225K
|
2.8K
$163K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.76KNew |
$181K - $222K
|
2.76K
$161K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
967+ 46.76% |
$63.6K - $77.8K
|
3.04K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
800New |
$52.6K - $64.4K
|
800
$46.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
691+ 14.17% |
$45.4K - $55.6K
|
5.57K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
630New |
$41.4K - $50.7K
|
630
$36.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
317+ 18.74% |
$20.8K - $25.5K
|
2.01K
$117K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
302+ 8.84% |
$19.9K - $24.3K
|
3.72K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
272+ 7.42% |
$17.9K - $21.9K
|
3.94K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
137+ 52.49% |
$9.01K - $11K
|
398
$23.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
81New |
$5.32K - $6.52K
|
81
$4.73K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
69New |
$4.54K - $5.55K
|
69
$4.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
59New |
$3.88K - $4.75K
|
59
$3.44K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
54New |
$3.55K - $4.35K
|
54
$3.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41New |
$2.7K - $3.3K
|
41
$2.39K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$2.63K - $3.22K
|
40
$2.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$329 - $402
|
5
$292
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2New |
$131 - $161
|
2
$117
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$65.7 - $80.5
|
1
$58.4
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$65.7 - $80.5
|
1
$58.4
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
67.9KNew |
$3.88M - $4.8M
|
67.9K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.4KNew |
$2.82M - $3.49M
|
49.4K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
30.3KNew |
$1.73M - $2.14M
|
30.3K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
30KNew |
$1.71M - $2.12M
|
30K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
26.8KNew |
$1.53M - $1.89M
|
26.8K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
25.1K+ 100.52% |
$1.44M - $1.77M
|
50.1K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
24.9KNew |
$1.42M - $1.76M
|
24.9K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
18.5KNew |
$1.06M - $1.31M
|
18.5K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
13.8KNew |
$789K - $975K
|
13.8K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
13.3KNew |
$760K - $939K
|
13.3K
$776K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.24KNew |
$528K - $653K
|
9.24K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.74K+ 570.65% |
$442K - $546K
|
9.09K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$311K - $384K
|
5.44K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.16K+ 9548.15% |
$295K - $364K
|
5.21K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.26KNew |
$243K - $301K
|
4.26K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.12KNew |
$235K - $291K
|
4.12K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.55KNew |
$203K - $251K
|
3.55K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52KNew |
$201K - $249K
|
3.52K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$198K - $244K
|
3.46K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3K+ 110.0% |
$189K - $233K
|
6.3K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.08KNew |
$176K - $217K
|
3.08K
$180K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$168K - $208K
|
2.95K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.71KNew |
$155K - $191K
|
2.71K
$158K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 0.55% |
$117K - $145K
|
373K
$21.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$88.7K - $110K
|
1.55K
$90.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.1KNew |
$62.8K - $77.6K
|
1.1K
$64.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
387New |
$22.1K - $27.3K
|
387
$22.6K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
300+ 2.16% |
$17.1K - $21.2K
|
14.2K
$827K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286New |
$16.3K - $20.2K
|
286
$16.7K
|
|