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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 1.12% |
$547 - $815
|
1.26K
$94.3K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$313 - $466
|
8
$599
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
447KNew |
$19.6M - $23.2M
|
447K
$33.4M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
83K+ 16435.64% |
$3.64M - $4.32M
|
83.5K
$6.25M
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$1.08M - $1.28M
|
24.5K
$1.84M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
15.4KNew |
$675K - $800K
|
15.4K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.4KNew |
$542K - $642K
|
12.4K
$924K
|
|
Nov 14, 2023
Q3 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
6.81K+ 111.72% |
$299K - $354K
|
12.9K
$965K
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.2KNew |
$96.7K - $115K
|
2.2K
$165K
|
|
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
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.62K+ 26.94% |
$71.2K - $84.4K
|
7.65K
$572K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.61K+ 0.76% |
$70.5K - $83.5K
|
213K
$15.9M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
670+ 3.35% |
$29.4K - $34.8K
|
20.7K
$1.55M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
637+ 9.21% |
$28K - $33.1K
|
7.56K
$566K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
311+ 6.43% |
$13.6K - $16.2K
|
5.15K
$385K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
308New |
$13.5K - $16K
|
308
$23.1K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
96+ 0.91% |
$4.21K - $4.99K
|
10.7K
$801K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
72New |
$3.16K - $3.74K
|
72
$5.39K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45New |
$1.97K - $2.34K
|
45
$3.37K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37New |
$1.62K - $1.92K
|
37
$2.77K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
24+ 18.75% |
$1.05K - $1.25K
|
152
$11.4K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$219 - $260
|
5
$374
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
185KNew |
$6.33M - $8.61M
|
185K
$13.8M
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
57.6KNew |
$1.97M - $2.68M
|
57.6K
$4.31M
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
46.3K+ 177.38% |
$1.59M - $2.16M
|
72.5K
$5.42M
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
28.8K+ 45.15% |
$985K - $1.34M
|
92.6K
$6.93M
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
11.8KNew |
$402K - $547K
|
11.8K
$880K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.3KNew |
$318K - $433K
|
9.3K
$696K
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
5KNew |
$171K - $233K
|
5K
$374K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.84KNew |
$166K - $225K
|
4.84K
$363K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
761+ 6.52% |
$26K - $35.4K
|
12.4K
$931K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
574New |
$19.6K - $26.7K
|
574
$43K
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
467+ 1.51% |
$16K - $21.7K
|
31.3K
$2.34M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.54K - $2.09K
|
45
$3.37K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 210.0% |
$719 - $977
|
31
$2.32K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$479 - $651
|
14
$1.05K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
298KNew |
$11.1M - $14.7M
|
298K
$22.3M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
93.7KNew |
$3.48M - $4.62M
|
93.7K
$7.01M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
75.5KNew |
$2.8M - $3.72M
|
75.5K
$5.65M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35.1KNew |
$1.3M - $1.73M
|
35.1K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
31.7KNew |
$1.18M - $1.56M
|
31.7K
$2.37M
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$880K - $1.17M
|
23.7K
$1.77M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.27KNew |
$196K - $260K
|
5.27K
$394K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.53K+ 14.7% |
$131K - $174K
|
27.5K
$2.06M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.06K+ 5.72% |
$39.3K - $52.2K
|
19.6K
$1.46M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
362New |
$13.4K - $17.9K
|
362
$27.1K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
308New |
$11.4K - $15.2K
|
308
$23.1K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
166New |
$6.17K - $8.19K
|
166
$12.4K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
110New |
$4.09K - $5.43K
|
110
$8.23K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
35+ 44.3% |
$1.3K - $1.73K
|
114
$8.53K
|