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 $4.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
54
shares
|
$3,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
51
shares
|
$2,899
0.0% of portfolio
|
Q4 2023
Reduced 66.88%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
51
shares
|
$2,899
0.0% of portfolio
|
Q4 2023
Added 264.29%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
45
shares
|
$2,558
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
44
shares
|
$2,501
0.0% of portfolio
|
Q1 2021
Reduced 8.33%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
40
shares
|
$2,274
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
39
shares
|
$2,217
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$2,103
0.0% of portfolio
|
Q3 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
34
shares
|
$1,933
0.0% of portfolio
|
Q1 2024
Reduced 22.73%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
31
shares
|
$1,762
0.0% of portfolio
|
Q2 2023
Added 210.0%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
29
shares
|
$1,648
0.0% of portfolio
|
Q4 2023
Reduced 23.68%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
29
shares
|
$1,648
0.0% of portfolio
|
Q3 2021
Reduced 96.96%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
26
shares
|
$1,478
0.0% of portfolio
|
Q1 2024
Reduced 98.27%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
10
shares
|
$568
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2024 Q1 2024 |
9
shares
|
$511
0.0% of portfolio
|
Q1 2024
Reduced 99.77%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
4
shares
|
$227
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
4
shares
|
$227
0.0% of portfolio
|
Q1 2024
Reduced 99.72%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
2
shares
|
$113
0.0% of portfolio
|
Q1 2024
Reduced 98.45%
|
|
Org Partners LLC
Roanoke, IN |
May 06, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|