Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 357 institutions that hold shares in the stock, with a total of 70.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
261
shares
|
$19,152
0.0% of portfolio
|
Q2 2024
Reduced 43.38%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
255
shares
|
$18,711
0.0% of portfolio
|
Q4 2018
Reduced 0.87%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
229
shares
|
$16,804
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
228
shares
|
$16,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
217
shares
|
$15,923
0.0% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
216
shares
|
$15,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
200
shares
|
$14,676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
198
shares
|
$14,529
0.0% of portfolio
|
Q2 2024
Reduced 28.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
155
shares
|
$11,373
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
147
shares
|
$10,786
0.0% of portfolio
|
Q2 2024
Added 126.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
135
shares
|
$9,906
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
134
shares
|
$9,832
0.0% of portfolio
|
Q2 2022
Reduced 2.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
128
shares
|
$9,392
0.0% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
125
shares
|
$9,172
0.0% of portfolio
|
Q3 2024
Added 127.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
123
shares
|
$9,025
0.0% of portfolio
|
Q3 2024
Added 25.51%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
106
shares
|
$7,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
105
shares
|
$7,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
80
shares
|
$5,870
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
79
shares
|
$5,797
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
76
shares
|
$5,576
0.0% of portfolio
|
Q1 2024
Reduced 57.78%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
72
shares
|
$5,283
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
71
shares
|
$5,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
59
shares
|
$4,329
0.0% of portfolio
|
Q3 2023
Reduced 19.18%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
58
shares
|
$4,256
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
56
shares
|
$4,109
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|