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 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 8.7% |
$74.3 - $98.7
|
25
$1.87K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
683KNew |
$23.6M - $31.7M
|
683K
$51.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17.5KNew |
$606K - $814K
|
17.5K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.22KNew |
$215K - $289K
|
6.22K
$466K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.2K+ 9.33% |
$180K - $241K
|
61K
$4.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$104K - $139K
|
3K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.36K+ 12.68% |
$47K - $63K
|
12.1K
$904K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
705+ 10.23% |
$24.4K - $32.7K
|
7.6K
$568K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
334New |
$11.5K - $15.5K
|
334
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
153New |
$5.29K - $7.1K
|
153
$11.5K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 4.77% |
$1.73K - $2.32K
|
1.1K
$82.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27New |
$933 - $1.25K
|
27
$2.02K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
25New |
$864 - $1.16K
|
25
$1.87K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
20New |
$691 - $928
|
20
$1.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$415 - $557
|
12
$898
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.1% |
$173 - $232
|
5.02K
$376K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5New |
$173 - $232
|
5
$374
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.5KNew |
$724K - $1.03M
|
21.5K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
19.1KNew |
$645K - $913K
|
19.1K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.85K+ 79.83% |
$332K - $471K
|
22.2K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.83KNew |
$264K - $374K
|
7.83K
$586K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
3.26K+ 16.22% |
$110K - $156K
|
23.3K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.26K+ 54.4% |
$76.2K - $108K
|
6.41K
$480K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1K+ 9.64% |
$33.7K - $47.8K
|
11.4K
$851K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
851New |
$28.7K - $40.7K
|
851
$63.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
625+ 3.37% |
$21.1K - $29.9K
|
19.2K
$1.44M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
534+ 74.48% |
$18K - $25.5K
|
1.25K
$93.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
374New |
$12.6K - $17.9K
|
374
$28K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
348+ 43.02% |
$11.7K - $16.6K
|
1.16K
$86.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
246+ 47.95% |
$8.3K - $11.8K
|
759
$56.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
244+ 1.68% |
$8.23K - $11.7K
|
14.7K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$202 - $287
|
6
$449
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
54.4K+ 38.18% |
$2.08M - $2.61M
|
197K
$14.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
15.8KNew |
$602K - $756K
|
15.8K
$1.18M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.75KNew |
$220K - $276K
|
5.75K
$431K
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.73KNew |
$219K - $275K
|
5.73K
$428K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.37KNew |
$205K - $258K
|
5.37K
$402K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
608New |
$23.2K - $29.2K
|
608
$45.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
207New |
$7.9K - $9.94K
|
207
$15.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$153 - $192
|
11.3K
$847K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.6KNew |
$1.09M - $1.55M
|
24.6K
$1.84M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.02KNew |
$223K - $317K
|
5.02K
$376K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
380New |
$16.9K - $24K
|
380
$28.4K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
173New |
$7.68K - $10.9K
|
173
$12.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
140New |
$6.22K - $8.83K
|
140
$10.5K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Park Circle CO
|
BUY
|
- |
7K+ 16.21% |
$414K - $539K
|
50.2K
$3.76M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
5.98KNew |
$354K - $460K
|
5.98K
$448K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$532 - $693
|
9
$674
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.85M - $2.23M
|
35K
$2.62M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
85New |
$4.5K - $5.42K
|
85
$6.36K
|
|