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 |
---|---|---|---|---|---|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
58,405
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2024
Added 0.99%
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
58,054
shares
|
$4 Million
1.21% of portfolio
|
Q2 2024
Added 2.58%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
57,490
shares
|
$3.96 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,004
shares
|
$3.93 Million
0.25% of portfolio
|
Q4 2023
Added 3.64%
|
|
Richard Bernstein Advisors LLC
|
Jul 30, 2024 Q2 2024 |
56,774
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
55,211
shares
|
$3.81 Million
0.14% of portfolio
|
Q2 2024
Added 2.47%
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
54,462
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2024
Added 12.27%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
51,275
shares
|
$3.53 Million
0.04% of portfolio
|
Q2 2024
Added 49.45%
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Aug 14, 2024 Q2 2024 |
50,447
shares
|
$3.48 Million
0.24% of portfolio
|
Q2 2024
Reduced 45.11%
|
|
Park Circle CO
|
Aug 02, 2024 Q2 2024 |
50,176
shares
|
$3.46 Million
2.89% of portfolio
|
Q4 2021
Added 16.21%
|
|
Cornerstone Investment Partners, LLC
|
Aug 12, 2024 Q2 2024 |
50,012
shares
|
$3.45 Million
0.15% of portfolio
|
Q2 2024
Added 8.32%
|
|
Texas Permanent School Fund
Austin, TX |
Aug 07, 2024 Q2 2024 |
49,896
shares
|
$3.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
49,838
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2024
Added 16.8%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
49,823
shares
|
$3.43 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
49,489
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.83%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
48,896
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2024
Added 11.22%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
47,833
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2024
Added 3.79%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
47,551
shares
|
$3.28 Million
0.15% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
47,520
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
47,124
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
First National Bank Of Omaha
Omaha, NE |
Aug 15, 2024 Q2 2024 |
45,013
shares
|
$3.1 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
State Of Alaska, Department Of Revenue
|
Aug 05, 2024 Q2 2024 |
41,306
shares
|
$2.85 Million
0.03% of portfolio
|
Q2 2024
Added 1.71%
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2024 Q2 2024 |
40,755
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2024
Added 18.07%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
40,261
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
39,738
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2024
Added 11.11%
|