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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 72.0% |
$879 - $1.13K
|
7
$460
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.54% |
$879 - $1.13K
|
1.15K
$75.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 27.59% |
$391 - $504
|
21
$1.38K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 6.76% |
$244 - $315
|
69
$4.54K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 5.8% |
$195 - $252
|
65
$4.28K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 57.14% |
$195 - $252
|
3
$197
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2- 0.11% |
$97.7 - $126
|
1.84K
$121K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-138K- 4.47% |
$7.98M - $11.2M
|
2.94M
$194M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-118K- 95.39% |
$6.84M - $9.59M
|
5.72K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5K- 12.7% |
$289K - $406K
|
34.3K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.6K- 7.8% |
$151K - $211K
|
30.7K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.8K- 3.18% |
$104K - $146K
|
55K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.6K- 1.16% |
$92.7K - $130K
|
137K
$9M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 4.92% |
$29K - $40.6K
|
9.67K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-289- 56.78% |
$16.7K - $23.5K
|
220
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-263- 3.83% |
$15.2K - $21.4K
|
6.61K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-121- 32.61% |
$7.01K - $9.83K
|
250
$16.4K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.4K- 33.19% |
$355K - $435K
|
10.9K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 0.62% |
$72.8K - $89.1K
|
178K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.1K- 11.21% |
$72.3K - $88.5K
|
8.71K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-795- 1.42% |
$52.3K - $64K
|
55K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-536- 4.24% |
$35.2K - $43.1K
|
12.1K
$797K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-290- 4.11% |
$19.1K - $23.3K
|
6.77K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-256- 8.52% |
$16.8K - $20.6K
|
2.75K
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 27.61% |
$14.6K - $17.9K
|
582
$38.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-75- 0.61% |
$4.93K - $6.04K
|
12.1K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 62.5% |
$329 - $402
|
3
$197
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-99.3K- 16.96% |
$5.67M - $7.01M
|
486K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-20.6K- 3.75% |
$1.17M - $1.45M
|
527K
$34.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-6.76K- 4.17% |
$386K - $478K
|
156K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-3.42K- 5.95% |
$195K - $241K
|
54.1K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-1.6K- 48.48% |
$91.4K - $113K
|
1.7K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-494- 11.9% |
$28.2K - $34.9K
|
3.66K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-56- 50.0% |
$3.2K - $3.95K
|
56
$3.68K
|
|
| 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
$3.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-24.3K- 85.92% |
$1.19M - $1.41M
|
3.99K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-18.4K- 66.46% |
$904K - $1.07M
|
9.3K
$612K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-502- 10.52% |
$24.6K - $29.1K
|
4.27K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-216- 5.63% |
$10.6K - $12.5K
|
3.62K
$238K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-78- 28.26% |
$3.83K - $4.52K
|
198
$13K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-76- 1.2% |
$3.73K - $4.4K
|
6.27K
$413K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.26K - $2.66K
|
4.54K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 1.87% |
$1.47K - $1.74K
|
1.57K
$103K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.84K- 99.77% |
$200K - $222K
|
9
$592
|
|
|
Apr 15, 2024
Q1 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.73K- 19.13% |
$142K - $157K
|
11.5K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 22.61% |
$55.1K - $61K
|
3.62K
$238K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-700- 77.78% |
$36.4K - $40.4K
|
200
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-336- 8.73% |
$17.5K - $19.4K
|
3.51K
$231K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-320- 0.88% |
$16.7K - $18.5K
|
36K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-277- 0.4% |
$14.4K - $16K
|
68.2K
$4.48M
|
|