Latest Institutional Sells of Moelis & CO (MC)

MC Quotes by TradingView

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
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
SELL
 -
-104
- 57.78%
$5.41K - $6K
76 $5.19K
Q4 2023
Feb 13, 2024 Q4 2023
Center Book Partners LP

Greenwich, CT
SELL
 -
-80.2K
- 75.14%
$3.14M - $4.67M
26.6K $1.81M
Feb 12, 2024 Q4 2023
Smith Group Asset Management, LLC

Dallas, TX
SELL
 -
-5.73K
Closed
$224K - $333K
0 $0
May 29, 2025 Q4 2023
Legal & General Group PLC

London, X0
SELL
 -
-621
- 0.32%
$24.3K - $36.1K
191K $13.1M
Feb 12, 2024 Q4 2023
F Dx Advisors, Inc.

SELL
 -
-65
- 1.43%
$2.54K - $3.78K
4.49K $307K
Jan 30, 2024 Q4 2023
Quantum Private Wealth, LLC

Lake Forest, IL
SELL
 -
-13
- 0.11%
$508 - $757
11.8K $802K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-9
- 23.68%
$352 - $524
29 $1.98K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

SELL
 -
-7
- 2.5%
$274 - $407
273 $18.6K
Feb 09, 2024 Q4 2023
Glassman Wealth Services

SELL
 -
-3
- 50.0%
$117 - $175
3 $205
Q3 2023
Oct 24, 2023 Q3 2023
Adirondack Retirement Specialists, Inc.

SELL
 -
-66K
- 44.86%
$2.9M - $3.43M
81.1K $5.54M
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
SELL
 -
-1.45K
- 2.69%
$63.5K - $75.3K
52.4K $3.57M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-13
- 1.66%
$570 - $676
770 $52.6K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1
- 0.02%
$43.9 - $52
4.51K $308K
Oct 18, 2023 Q3 2023
Washington Trust CO

SELL
 -
-1
- 3.7%
$43.9 - $52
26 $1.77K
Q2 2023
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 10.0%
$34.2 - $46.5
9 $614
Q1 2023
May 11, 2023 Q1 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-6.02K
- 43.23%
$224K - $297K
7.9K $539K
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-1.14K
- 14.19%
$42.4K - $56.2K
6.89K $470K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-106
- 1.04%
$3.94K - $5.23K
10K $686K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-73
- 4.06%
$2.71K - $3.6K
1.73K $118K
Q4 2022
Feb 13, 2023 Q4 2022
Martingale Asset Management L P

Boston, MA
SELL
 -
-4.81K
- 47.53%
$166K - $223K
5.31K $363K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

SELL
 -
-131
- 48.52%
$4.53K - $6.08K
139 $9.49K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-44
Closed
$1.52K - $2.04K
0 $0
Q3 2022
Nov 14, 2022 Q3 2022
Interval Partners, LP

New York, NY
SELL
 -
-54.6K
- 48.59%
$1.84M - $2.61M
57.7K $3.94M
Nov 14, 2022 Q3 2022
Castle Knight Management LP

New York, NY
SELL
 -
-3.7K
- 15.35%
$125K - $177K
20.4K $1.39M
Nov 14, 2022 Q3 2022
Brandywine Global Investment Management, LLC

Philadelphia, PA
SELL
 -
-2.8K
- 3.49%
$94.3K - $134K
77.3K $5.28M
Nov 14, 2022 Q3 2022
Psagot Value Holdings Ltd.

Tel Aviv, L3
SELL
 -
-620
- 7.75%
$20.9K - $29.6K
7.38K $504K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

SELL
 -
-193
- 81.43%
$6.51K - $9.22K
44 $3K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
SELL
 -
-40
- 23.53%
$1.35K - $1.91K
130 $8.87K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

SELL
 -
-14
- 0.24%
$472 - $669
5.8K $396K
Q2 2022
Aug 15, 2022 Q2 2022
Gillson Capital LP

Chicago, IL
SELL
 -
-169K
- 80.81%
$6.47M - $8.13M
40.2K $2.75M
Aug 12, 2022 Q2 2022
Clari Vest Asset Management LLC

San Diego, CA
SELL
 -
-74.7K
Closed
$2.85M - $3.58M
0 $0
Jul 25, 2022 Q2 2022
Meritage Portfolio Management

SELL
 -
-70.5K
Closed
$2.69M - $3.39M
0 $0
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-36.5K
Closed
$1.39M - $1.75M
0 $0
Aug 15, 2022 Q2 2022
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-21K
Closed
$803K - $1.01M
0 $0
Aug 15, 2022 Q2 2022
Bramshill Investments, LLC

Naples, FL
SELL
 -
-20.8K
- 99.09%
$792K - $996K
190 $13K
Aug 05, 2022 Q2 2022
Convergence Investment Partners, LLC

SELL
 -
-20.1K
Closed
$769K - $967K
0 $0
Aug 15, 2022 Q2 2022
Ascendant Capital Management, LLC

Los Angeles, CA
SELL
 -
-18K
Closed
$687K - $864K
0 $0
Aug 15, 2022 Q2 2022
Caxton Associates LP

New York, NY
SELL
 -
-17.1K
- 75.55%
$652K - $819K
5.52K $377K
Aug 15, 2022 Q2 2022
Putnam Investments LLC

Boston, MA
SELL
 -
-9.77K
Closed
$373K - $469K
0 $0
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-6.6K
Closed
$252K - $317K
0 $0
Aug 15, 2022 Q2 2022
Globeflex Capital L P

San Diego, CA
SELL
 -
-5.96K
- 69.04%
$228K - $286K
2.67K $183K
Jul 21, 2022 Q2 2022
Campion Asset Management

SELL
 -
-4.94K
Closed
$189K - $237K
0 $0
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-4.81K
Closed
$183K - $231K
0 $0
Aug 03, 2022 Q2 2022
Van Eck Associates Corp

SELL
 -
-1.69K
Closed
$64.6K - $81.2K
0 $0
Aug 09, 2022 Q2 2022
Mondrian Investment Partners LTD

London, X0
SELL
 -
-752
Closed
$28.7K - $36.1K
0 $0
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-414
Closed
$15.8K - $19.9K
0 $0
Aug 08, 2022 Q2 2022
Hancock Whitney Corp

SELL
 -
-271
- 3.61%
$10.3K - $13K
7.24K $494K
Aug 16, 2022 Q2 2022
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-211
Closed
$8.06K - $10.1K
0 $0
Nov 13, 2023 Q2 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-161
Closed
$6.15K - $7.73K
0 $0

Track Institutional and Insider Activities on MC

Follow Moelis & Co and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MC shares.

Notify only if

Insider Trading

Get notified when an Moelis & CO insider buys or sells MC shares.

Notify only if

News

Receive news related to Moelis & Co

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MC