Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 384 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
4,492
shares
|
$260,131
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
4,464
shares
|
$258,510
0.16% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
4,405
shares
|
$255,093
0.0% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,367
shares
|
$252,892
0.0% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
4,270
shares
|
$247,275
0.14% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,162
shares
|
$241,021
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,015
shares
|
$232,508
0.01% of portfolio
|
Q4 2024
Added 117.62%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
3,937
shares
|
$227,991
0.01% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
3,834
shares
|
$222,026
0.02% of portfolio
|
Q4 2024
Reduced 72.09%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
3,830
shares
|
$221,795
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,717
shares
|
$215,251
0.01% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$211,718
0.01% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,573
shares
|
$206,912
0.0% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,531
shares
|
$204,480
0.01% of portfolio
|
Q4 2024
Reduced 45.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,522
shares
|
$203,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,520
shares
|
$203,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,468
shares
|
$200,831
0.02% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,459
shares
|
$200,310
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
3,313
shares
|
$191,855
0.06% of portfolio
|
Q4 2024
Reduced 51.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,270
shares
|
$189,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
3,132
shares
|
$181,374
0.01% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
3,099
shares
|
$179,463
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,045
shares
|
$176,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
3,035
shares
|
$175,756
0.0% of portfolio
|
Q4 2024
Added 46.76%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,000
shares
|
$173,730
0.07% of portfolio
|
Q4 2024
New holding
|