Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 315 institutions that hold shares in the stock, with a total of 72.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.99 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
135
shares
|
$9,305
0.0% of portfolio
|
Q2 2019
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
134
shares
|
$9,236
0.0% of portfolio
|
Q2 2022
Reduced 2.9%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
131
shares
|
$9,029
0.0% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
119
shares
|
$8,202
0.0% of portfolio
|
Q2 2024
Added 3.48%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
112
shares
|
$7,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
98
shares
|
$6,755
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
79
shares
|
$5,445
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
76
shares
|
$5,238
0.0% of portfolio
|
Q1 2024
Reduced 57.78%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 12, 2024 Q2 2024 |
72
shares
|
$4,962
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
59
shares
|
$4,066
0.0% of portfolio
|
Q3 2023
Reduced 19.18%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
57
shares
|
$3,929
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
57
shares
|
$3,929
0.0% of portfolio
|
Q1 2024
Added 1.79%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$3,860
0.0% of portfolio
|
Q3 2021
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
55
shares
|
$3,791
0.0% of portfolio
|
Q4 2023
Reduced 3.51%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
54
shares
|
$3,722
0.0% of portfolio
|
Q2 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
51
shares
|
$3,515
0.0% of portfolio
|
Q4 2023
Reduced 66.88%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
45
shares
|
$3,101
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
45
shares
|
$3,101
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
44
shares
|
$3,032
0.0% of portfolio
|
Q1 2021
Reduced 8.33%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
39
shares
|
$2,688
0.0% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
39
shares
|
$2,688
0.0% of portfolio
|
Q2 2024
Added 14.71%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$2,550
0.0% of portfolio
|
Q3 2023
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
31
shares
|
$2,136
0.0% of portfolio
|
Q2 2023
Added 210.0%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
31
shares
|
$2,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
29
shares
|
$1,998
0.0% of portfolio
|
Q3 2021
Reduced 96.96%
|