Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 325 institutions that hold shares in the stock, with a total of 71.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
4,513
shares
|
$258,324
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 25, 2024 Q1 2024 |
4,492
shares
|
$257,122
0.03% of portfolio
|
Q4 2023
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
4,485
shares
|
$256,721
0.0% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Xtx Topco LTD
London, X0 |
May 13, 2024 Q1 2024 |
4,414
shares
|
$252,657
0.04% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,392
shares
|
$251,398
0.0% of portfolio
|
Q1 2024
Reduced 86.81%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,347
shares
|
$248,822
0.0% of portfolio
|
Q1 2024
Reduced 8.93%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
4,287
shares
|
$245,387
0.0% of portfolio
|
Q1 2024
Reduced 83.07%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,285
shares
|
$245,273
0.01% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
4,244
shares
|
$242,926
0.01% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 10, 2024 Q1 2024 |
4,223
shares
|
$241,724
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
4,203
shares
|
$240,579
0.0% of portfolio
|
Q1 2024
Reduced 72.4%
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 09, 2024 Q1 2024 |
4,194
shares
|
$240,064
0.0% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Envoi LLC
Minneapolis, MN |
May 14, 2024 Q1 2024 |
4,115
shares
|
$235,542
0.55% of portfolio
|
Q1 2024
New holding
|
|
Xponance, Inc.
|
May 13, 2024 Q1 2024 |
4,075
shares
|
$233,253
0.0% of portfolio
|
Q1 2024
Added 0.3%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
3,952
shares
|
$226,212
0.02% of portfolio
|
Q1 2024
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
3,878
shares
|
$221,976
0.0% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
3,839
shares
|
$219,744
0.01% of portfolio
|
Q1 2024
New holding
|
|
Profund Advisors LLC
|
May 08, 2024 Q1 2024 |
3,731
shares
|
$213,562
0.01% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
3,621
shares
|
$207,266
0.0% of portfolio
|
Q1 2024
Reduced 22.61%
|
|
Simon Quick Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
3,530
shares
|
$202,057
0.02% of portfolio
|
Q1 2024
New holding
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2024 Q1 2024 |
3,512
shares
|
$201,026
0.01% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
Strs Ohio
|
May 13, 2024 Q1 2024 |
3,000
shares
|
$171,720
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,314
shares
|
$132,453
0.0% of portfolio
|
Q1 2024
Added 684.41%
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
2,125
shares
|
$121,635
0.02% of portfolio
|
Q1 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
1,909
shares
|
$109,271
0.0% of portfolio
|
Q1 2024
Reduced 78.84%
|