Latest Institutional Sells of Moelis & CO (MC)
This list provides information on the latest institutional transactions involving Moelis & CO (MC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22.1K- 59.1% |
$1.45M - $1.78M
|
15.3K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.7K- 38.14% |
$903K - $1.11M
|
22.3K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-11.1K- 23.24% |
$728K - $891K
|
36.6K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.47K- 51.14% |
$228K - $279K
|
3.31K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 45.2% |
$191K - $234K
|
3.53K
$276K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.66K- 28.18% |
$175K - $214K
|
6.78K
$531K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.09K- 9.94% |
$137K - $168K
|
18.9K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 87.29% |
$91.6K - $112K
|
203
$15.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.18K- 0.82% |
$77.8K - $95.2K
|
143K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.18K- 6.19% |
$77.2K - $94.6K
|
17.8K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.13K- 1.28% |
$74K - $90.6K
|
87.1K
$6.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.1K- 11.21% |
$72.3K - $88.5K
|
8.71K
$682K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-795- 1.42% |
$52.3K - $64K
|
55K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-495- 61.26% |
$32.5K - $39.8K
|
313
$24.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-470- 11.63% |
$30.9K - $37.8K
|
3.57K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-416- 1.5% |
$27.3K - $33.5K
|
27.3K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-401- 5.92% |
$26.4K - $32.3K
|
6.38K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-290- 4.11% |
$19.1K - $23.3K
|
6.77K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-227- 3.47% |
$14.9K - $18.3K
|
6.32K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 27.61% |
$14.6K - $17.9K
|
582
$45.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 2.5% |
$14.2K - $17.4K
|
8.42K
$660K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-134- 1.58% |
$8.81K - $10.8K
|
8.36K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 28.93% |
$6.9K - $8.45K
|
258
$20.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-75- 0.61% |
$4.93K - $6.04K
|
12.1K
$950K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-74- 2.09% |
$4.86K - $5.96K
|
3.47K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-43- 0.27% |
$2.83K - $3.46K
|
16K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-37- 0.09% |
$2.43K - $2.98K
|
40.1K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.05% |
$1.18K - $1.45K
|
38.6K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-11- 0.13% |
$723 - $885
|
8.6K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$329 - $402
|
58.8K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 62.5% |
$329 - $402
|
3
$235
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.34M- 93.99% |
$76.3M - $94.4M
|
85.5K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-734K- 20.49% |
$41.9M - $51.8M
|
2.85M
$223M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-635K- 24.47% |
$36.3M - $44.8M
|
1.96M
$153M
|
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-562K- 52.61% |
$32.1M - $39.7M
|
507K
$39.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-458K- 15.06% |
$26.2M - $32.3M
|
2.58M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Heard Capital LLC
Chicago, IL |
SELL
|
- |
-352K- 16.38% |
$20.1M - $24.9M
|
1.8M
$141M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-256K- 17.52% |
$14.6M - $18.1M
|
1.21M
$94.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-212K- 11.94% |
$12.1M - $14.9M
|
1.56M
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-145K- 12.98% |
$8.3M - $10.3M
|
974K
$76.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-139K- 13.44% |
$7.95M - $9.83M
|
896K
$70.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-123K- 46.39% |
$7.03M - $8.68M
|
142K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-106K- 1.3% |
$6.08M - $7.51M
|
8.05M
$630M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-99.3K- 16.96% |
$5.67M - $7.01M
|
486K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-96.1K- 38.95% |
$5.49M - $6.78M
|
151K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-77.2K- 20.3% |
$4.41M - $5.45M
|
303K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-69K- 82.17% |
$3.94M - $4.87M
|
15K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-68K- 37.69% |
$3.89M - $4.8M
|
112K
$8.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-61.6K- 7.77% |
$3.52M - $4.35M
|
731K
$57.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-38.7K- 77.36% |
$2.21M - $2.73M
|
11.3K
$887K
|
|