Latest Institutional Purchases of Moelis & CO (MC)

MC Quotes by TradingView

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 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
5
New
$173 - $232
5 $290
Q3 2022
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
21.5K
New
$724K - $1.03M
21.5K $1.24M
Nov 14, 2022 Q3 2022
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
19.1K
New
$645K - $913K
19.1K $1.11M
Nov 14, 2022 Q3 2022
Fora Capital, LLC

Miami, FL
BUY
 -
7.83K
New
$264K - $374K
7.83K $453K
Nov 04, 2022 Q3 2022
Foresight Wealth Management, LLC

BUY
 -
3.26K
+ 16.22%
$110K - $156K
23.3K $1.35M
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
2.26K
+ 54.4%
$76.2K - $108K
6.41K $371K
Oct 26, 2022 Q3 2022
Wbi Investments, Inc.

BUY
 -
1K
+ 9.64%
$33.7K - $47.8K
11.4K $658K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
851
New
$28.7K - $40.7K
851 $49.3K
Nov 07, 2022 Q3 2022
Hudson Value Partners, LLC

BUY
 -
625
+ 3.37%
$21.1K - $29.9K
19.2K $1.11M
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
534
+ 74.48%
$18K - $25.5K
1.25K $72.4K
Oct 26, 2022 Q3 2022
Wolff Wiese Magana LLC

BUY
 -
348
+ 43.02%
$11.7K - $16.6K
1.16K $67K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
246
+ 47.95%
$8.3K - $11.8K
759 $44K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
244
+ 1.68%
$8.23K - $11.7K
14.7K $853K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
6
New
$202 - $287
6 $347
Q2 2022
Aug 15, 2022 Q2 2022
Wellington Management Group LLP

Boston, MA
BUY
 -
54.4K
+ 38.18%
$2.08M - $2.61M
197K $11.4M
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
15.8K
New
$602K - $756K
15.8K $912K
Sep 21, 2023 Q2 2022
Jefferies Group LLC

New York, NY
BUY
 -
5.75K
New
$220K - $276K
5.75K $333K
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
5.73K
New
$219K - $275K
5.73K $332K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
5.37K
New
$205K - $258K
5.37K $311K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
608
New
$23.2K - $29.2K
608 $35.2K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
207
New
$7.9K - $9.94K
207 $12K
Aug 17, 2022 Q2 2022
Advisory Research Inc

Chicago, IL
BUY
 -
4
+ 0.04%
$153 - $192
11.3K $655K
Q1 2022
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
24.6K
New
$1.09M - $1.55M
24.6K $1.42M
Feb 01, 2023 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
5.02K
New
$223K - $317K
5.02K $291K
May 13, 2022 Q1 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
380
New
$16.9K - $24K
380 $22K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
173
New
$7.68K - $10.9K
173 $10K
Apr 26, 2022 Q1 2022
Timber Creek Capital Management LLC

BUY
 -
140
New
$6.22K - $8.83K
140 $8.11K
Q4 2021
Feb 11, 2022 Q4 2021
Park Circle CO

BUY
 -
7K
+ 16.21%
$414K - $539K
50.2K $2.91M
Feb 07, 2023 Q4 2021
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
5.98K
New
$354K - $460K
5.98K $346K
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
9
New
$532 - $693
9 $521
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
35K
New
$1.85M - $2.23M
35K $2.03M
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
85
New
$4.5K - $5.42K
85 $4.92K
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
56
New
$2.96K - $3.57K
56 $3.24K
Q2 2021
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
10
New
$512 - $577
10 $579
Q1 2021
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
4.9K
New
$225K - $284K
4.9K $284K
Q4 2020
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
18.1K
New
$636K - $861K
18.1K $1.05M
Q2 2020
Jan 02, 2024 Q2 2020
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
130
New
$3.45K - $4.92K
130 $7.53K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
42
+ 18.67%
$1.11K - $1.59K
267 $15.5K
Q1 2020
May 12, 2020 Q1 2020
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
16.2K
New
$387K - $648K
16.2K $939K
Q4 2019
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
85
New
$2.55K - $3.05K
85 $4.92K
Q3 2019
Oct 28, 2019 Q3 2019
Cutler Group LP

BUY
 PUT
3.5K
+ 388.89%
$110K - $128K
4.4K $255K
Q2 2019
Jul 10, 2019 Q2 2019
Cordasco Financial Network

BUY
 -
135
New
$4.29K - $5.83K
135 $7.82K
Q1 2019
Apr 26, 2019 Q1 2019
Cooper/Haims Advisors, LLC

BUY
 -
19.9K
New
$688K - $937K
19.9K $1.15M
May 14, 2019 Q1 2019
Gyl Financial Synergies, LLC

BUY
 -
4.91K
New
$170K - $231K
4.91K $284K
May 15, 2019 Q1 2019
Hbk Investments L P

Dallas, TX
BUY
 -
4.23K
+ 18.71%
$146K - $199K
26.8K $1.55M
Q3 2018
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
9.58K
New
$525K - $610K
9.58K $555K
Nov 14, 2018 Q3 2018
Harbor Advisors LLC

BUY
 -
3K
+ 25.42%
$164K - $191K
14.8K $857K
Nov 14, 2018 Q3 2018
Financial Advocates Investment Management

Olympia, WA
BUY
 -
43
New
$2.36K - $2.74K
43 $2.49K
Q4 2017
Feb 14, 2018 Q4 2017
Virtus Investment Advisers, Inc.

Hartford, CT
BUY
 -
439K
New
$18.3M - $21.9M
439K $25.4M

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