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
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-3
Closed
$177 - $231
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$59.1 - $77
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Caption Management, LLC

Oklahoma City, OK
SELL
 PUT
-30K
Closed
$1.59M - $1.91M
0 $0
Nov 12, 2021 Q3 2021
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-7.85K
Closed
$415K - $501K
0 $0
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-5.49K
Closed
$290K - $350K
0 $0
Nov 01, 2021 Q3 2021
Lebenthal Global Advisors, LLC

SELL
 -
-4.05K
Closed
$214K - $258K
0 $0
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-3.76K
Closed
$199K - $240K
0 $0
Nov 15, 2021 Q3 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-2.71K
Closed
$143K - $173K
0 $0
Oct 27, 2021 Q3 2021
Westside Investment Management, Inc.

SELL
 -
-924
- 96.96%
$48.9K - $58.9K
29 $2.17K
Oct 26, 2021 Q3 2021
Cutler Group LP

SELL
 -
-179
Closed
$9.47K - $11.4K
0 $0
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-48
Closed
$2.54K - $3.06K
0 $0
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-26
Closed
$1.38K - $1.66K
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-98.8K
Closed
$5.06M - $5.7M
0 $0
Aug 16, 2021 Q2 2021
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
SELL
 -
-27.2K
Closed
$1.39M - $1.57M
0 $0
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-6.04K
Closed
$309K - $349K
0 $0
Aug 10, 2021 Q2 2021
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-440
Closed
$22.5K - $25.4K
0 $0
Jul 22, 2021 Q2 2021
Evolution Wealth Advisors, LLC

SELL
 -
-175
Closed
$8.96K - $10.1K
0 $0
Aug 03, 2021 Q2 2021
Accel Wealth Management

SELL
 -
-56
Closed
$2.87K - $3.23K
0 $0
Aug 04, 2021 Q2 2021
Nvwm, LLC

SELL
 -
-35
Closed
$1.79K - $2.02K
0 $0
Q1 2021
May 11, 2021 Q1 2021
Monarch Partners Asset Management LLC

SELL
 -
-163K
Closed
$7.49M - $9.45M
0 $0
May 14, 2021 Q1 2021
Athanor Capital, LP

New York, NY
SELL
 -
-11.4K
Closed
$526K - $663K
0 $0
May 07, 2021 Q1 2021
Brasada Capital Management, LP

Houston, TX
SELL
 -
-8K
Closed
$367K - $464K
0 $0
May 11, 2021 Q1 2021
Aigen Investment Management, LP

SELL
 -
-4.49K
Closed
$206K - $260K
0 $0
May 11, 2021 Q1 2021
Kinloch Capital, LLC

Glen Allen, VA
SELL
 -
-1.27K
Closed
$58.3K - $73.6K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-353
Closed
$16.2K - $20.5K
0 $0
Nov 18, 2022 Q1 2021
Citizens Business Bank

Ontario, CA
SELL
 -
-345
- 1.17%
$15.8K - $20K
29.2K $2.18M
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-118
Closed
$5.42K - $6.84K
0 $0
May 07, 2021 Q1 2021
Seven Springs Wealth Group, LLC

SELL
 -
-39
Closed
$1.79K - $2.26K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-4
Closed
$184 - $232
0 $0
Apr 14, 2021 Q1 2021
Sound Income Strategies, LLC

SELL
 -
-4
- 8.33%
$184 - $232
44 $3.29K
Q4 2020
Feb 12, 2021 Q4 2020
Causeway Capital Management LLC

Los Angeles, CA
SELL
 -
-898K
Closed
$31.5M - $42.6M
0 $0
Feb 11, 2021 Q4 2020
Phoenix Holdings Ltd.

Givatayim, L3
SELL
 -
-416K
Closed
$14.6M - $19.8M
0 $0
Feb 12, 2021 Q4 2020
Capital Research Global Investors

Los Angeles, CA
SELL
 -
-300K
Closed
$10.5M - $14.3M
0 $0
Feb 16, 2021 Q4 2020
Manatuck Hill Partners, LLC

Westport, CT
SELL
 -
-15K
Closed
$527K - $713K
0 $0
Feb 12, 2021 Q4 2020
Cna Financial Corp

Chicago, IL
SELL
 -
-8.8K
Closed
$309K - $418K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-83
Closed
$2.92K - $3.94K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-3
Closed
$105 - $143
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Fred Alger Management, LLC

New York, NY
SELL
 -
-48.6K
Closed
$1.41M - $1.71M
0 $0
Nov 13, 2020 Q3 2020
Affinity Investment Advisors, LLC

SELL
 -
-14.8K
Closed
$428K - $520K
0 $0
Nov 03, 2020 Q3 2020
Sky Oak Wealth, LLC

SELL
 -
-12.5K
Closed
$363K - $440K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.31K
Closed
$38K - $46.2K
0 $0
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-200
Closed
$5.79K - $7.03K
0 $0
Nov 16, 2020 Q3 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-47
Closed
$1.36K - $1.65K
0 $0
Nov 16, 2020 Q3 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-6
Closed
$174 - $211
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Nordea Investment Management Ab

Stockholm, V7
SELL
 -
-167K
Closed
$4.42M - $6.31M
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-211
Closed
$5.59K - $7.99K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Endeavour Capital Advisors Inc

Greenwich, CT
SELL
 -
-379K
Closed
$9.04M - $15.2M
0 $0
May 08, 2020 Q1 2020
Wcm Investment Management, LLC

Laguna Beach, CA
SELL
 -
-132K
Closed
$3.14M - $5.26M
0 $0

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