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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
56New |
$2.96K - $3.57K
|
56
$4.19K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2K+ 11.37% |
$61.5K - $69.3K
|
11.8K
$879K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$512 - $577
|
10
$748
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
4.9KNew |
$225K - $284K
|
4.9K
$367K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
18.1KNew |
$636K - $861K
|
18.1K
$1.36M
|
|
| Q2 2020 | |||||||
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130New |
$3.45K - $4.92K
|
130
$9.73K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
42+ 18.67% |
$1.11K - $1.59K
|
267
$20K
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16.2KNew |
$387K - $648K
|
16.2K
$1.21M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85New |
$2.55K - $3.05K
|
85
$6.36K
|
|
| Q3 2019 | |||||||
|
Oct 28, 2019
Q3 2019
|
Cutler Group LP
|
BUY
|
PUT |
3.5K+ 388.89% |
$110K - $128K
|
4.4K
$329K
|
|
| Q2 2019 | |||||||
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
BUY
|
- |
135New |
$4.29K - $5.83K
|
135
$10.1K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.9KNew |
$688K - $937K
|
19.9K
$1.49M
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.91KNew |
$170K - $231K
|
4.91K
$367K
|
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.23K+ 18.71% |
$146K - $199K
|
26.8K
$2.01M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.58KNew |
$525K - $610K
|
9.58K
$717K
|
|
|
Nov 14, 2018
Q3 2018
|
Harbor Advisors LLC
|
BUY
|
- |
3K+ 25.42% |
$164K - $191K
|
14.8K
$1.11M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43New |
$2.36K - $2.74K
|
43
$3.22K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
439KNew |
$18.3M - $21.9M
|
439K
$32.8M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
719KNew |
$27.5M - $31.1M
|
719K
$53.8M
|
|