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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-336- 8.73% |
$17.5K - $19.4K
|
3.51K
$203K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-320- 0.88% |
$16.7K - $18.5K
|
36K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-277- 0.4% |
$14.4K - $16K
|
68.2K
$3.95M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 36.36% |
$10.4K - $11.5K
|
350
$20.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-188- 4.98% |
$9.79K - $10.8K
|
3.59K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-104- 57.78% |
$5.41K - $6K
|
76
$4.4K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-80.2K- 75.14% |
$3.14M - $4.67M
|
26.6K
$1.54M
|
|
|
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
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65- 1.43% |
$2.54K - $3.78K
|
4.49K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-13- 0.11% |
$508 - $757
|
11.8K
$681K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$352 - $524
|
29
$1.68K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 2.5% |
$274 - $407
|
273
$15.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 50.0% |
$117 - $175
|
3
$174
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-66K- 44.86% |
$2.9M - $3.43M
|
81.1K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.85K- 25.52% |
$81.1K - $96.2K
|
5.4K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.45K- 2.69% |
$63.5K - $75.3K
|
52.4K
$3.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 19.18% |
$614 - $728
|
59
$3.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 1.66% |
$570 - $676
|
770
$44.6K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.02% |
$43.9 - $52
|
4.51K
$261K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 3.7% |
$43.9 - $52
|
26
$1.51K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.07K- 92.46% |
$208K - $282K
|
495
$28.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$34.2 - $46.5
|
9
$521
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-39.3K- 35.05% |
$1.46M - $1.94M
|
72.8K
$4.22M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-6.02K- 43.23% |
$224K - $297K
|
7.9K
$458K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-5.28K- 35.78% |
$196K - $260K
|
9.47K
$548K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.99K- 20.03% |
$111K - $147K
|
11.9K
$690K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.14K- 14.19% |
$42.4K - $56.2K
|
6.89K
$399K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106- 1.04% |
$3.94K - $5.23K
|
10K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-73- 4.06% |
$2.71K - $3.6K
|
1.73K
$100K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-458K- 42.28% |
$15.8M - $21.2M
|
625K
$36.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.81K- 47.53% |
$166K - $223K
|
5.31K
$308K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 48.52% |
$4.53K - $6.08K
|
139
$8.05K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44Closed |
$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
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
SELL
|
- |
-6.97K- 14.92% |
$235K - $333K
|
39.7K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.7K- 15.35% |
$125K - $177K
|
20.4K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.8K- 3.49% |
$94.3K - $134K
|
77.3K
$4.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-620- 7.75% |
$20.9K - $29.6K
|
7.38K
$427K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-193- 81.43% |
$6.51K - $9.22K
|
44
$2.55K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 23.53% |
$1.35K - $1.91K
|
130
$7.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-14- 0.24% |
$472 - $669
|
5.8K
$336K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-173KClosed |
$6.59M - $8.29M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-169K- 80.81% |
$6.47M - $8.13M
|
40.2K
$2.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-74.7KClosed |
$2.85M - $3.58M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-70.5KClosed |
$2.69M - $3.39M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-44.2KClosed |
$1.69M - $2.12M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-36.5KClosed |
$1.39M - $1.75M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21KClosed |
$803K - $1.01M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-20.8K- 99.09% |
$792K - $996K
|
190
$11K
|
|