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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 1.15% |
$800 - $989
|
1.2K
$89.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 2.29% |
$171 - $212
|
128
$9.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$57.1 - $70.6
|
3
$224
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-41.5K- 45.11% |
$2.04M - $2.4M
|
50.4K
$3.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-24.3K- 85.92% |
$1.19M - $1.41M
|
3.99K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-18.4K- 66.46% |
$904K - $1.07M
|
9.3K
$695K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-12K- 43.65% |
$587K - $693K
|
15.4K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.45K- 14.48% |
$415K - $489K
|
49.9K
$3.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.23K- 33.43% |
$208K - $245K
|
8.43K
$629K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.9K- 30.16% |
$93.3K - $110K
|
4.4K
$329K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-502- 10.52% |
$24.6K - $29.1K
|
4.27K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-343- 1.02% |
$16.8K - $19.9K
|
33.3K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-216- 5.63% |
$10.6K - $12.5K
|
3.62K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 43.38% |
$9.82K - $11.6K
|
261
$19.5K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-78- 28.26% |
$3.83K - $4.52K
|
198
$14.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-76- 1.2% |
$3.73K - $4.4K
|
6.27K
$469K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.26K - $2.66K
|
4.54K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 1.87% |
$1.47K - $1.74K
|
1.57K
$117K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 30.0% |
$147 - $174
|
7
$523
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 2.5% |
$49.1 - $57.9
|
39
$2.91K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.9K- 44.4% |
$255K - $283K
|
6.14K
$459K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.84K- 99.77% |
$200K - $222K
|
9
$672
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.82K- 9.23% |
$147K - $163K
|
27.7K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.73K- 19.13% |
$142K - $157K
|
11.5K
$861K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.51K- 30.55% |
$131K - $145K
|
5.71K
$427K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.48K- 98.27% |
$77K - $85.3K
|
26
$1.94K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.16K- 4.8% |
$60.1K - $66.6K
|
22.9K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 22.61% |
$55.1K - $61K
|
3.62K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-336- 8.73% |
$17.5K - $19.4K
|
3.51K
$262K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-320- 0.88% |
$16.7K - $18.5K
|
36K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-277- 0.4% |
$14.4K - $16K
|
68.2K
$5.09M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 36.36% |
$10.4K - $11.5K
|
350
$26.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-188- 4.98% |
$9.79K - $10.8K
|
3.59K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-104- 57.78% |
$5.41K - $6K
|
76
$5.68K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 50.0% |
$4.11K - $4.56K
|
79
$5.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 71.43% |
$521 - $577
|
4
$299
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-80.2K- 75.14% |
$3.14M - $4.67M
|
26.6K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-5.73KClosed |
$224K - $333K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.77K- 24.37% |
$69.2K - $103K
|
5.49K
$410K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-103- 66.88% |
$4.03K - $5.99K
|
51
$3.81K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65- 1.43% |
$2.54K - $3.78K
|
4.49K
$336K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-13- 0.11% |
$508 - $757
|
11.8K
$878K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$352 - $524
|
29
$2.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 2.5% |
$274 - $407
|
273
$20.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 50.0% |
$117 - $175
|
3
$224
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-66K- 44.86% |
$2.9M - $3.43M
|
81.1K
$6.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.85K- 25.52% |
$81.1K - $96.2K
|
5.4K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.45K- 2.69% |
$63.5K - $75.3K
|
52.4K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-859- 9.15% |
$37.7K - $44.7K
|
8.53K
$637K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 19.18% |
$614 - $728
|
59
$4.41K
|
|