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 |
---|---|---|---|---|---|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 14, 2024 Q1 2024 |
9,433
shares
|
$536,360
0.0% of portfolio
|
Q1 2024
Added 23.73%
|
|
Pitcairn CO
Jenkintown, PA |
May 13, 2024 Q1 2024 |
9,304
shares
|
$529,025
0.03% of portfolio
|
Q1 2024
Added 1.16%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
9,115
shares
|
$518,278
0.01% of portfolio
|
Q1 2024
Reduced 10.27%
|
|
Peak Financial Advisors LLC
|
Apr 12, 2024 Q1 2024 |
8,715
shares
|
$495,534
0.37% of portfolio
|
Q1 2024
Added 2.89%
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2024 Q1 2024 |
8,610
shares
|
$489,564
0.0% of portfolio
|
Q1 2024
Reduced 74.65%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
8,302
shares
|
$472,051
0.0% of portfolio
|
Q1 2024
Added 3.09%
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2024 Q1 2024 |
8,013
shares
|
$455,619
0.1% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
8,003
shares
|
$455,050
0.0% of portfolio
|
Q1 2024
Added 5.48%
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
7,778
shares
|
$442,257
0.06% of portfolio
|
Q1 2024
Reduced 56.84%
|
|
Everence Capital Management Inc
|
May 08, 2024 Q1 2024 |
7,690
shares
|
$437,253
0.03% of portfolio
|
Q3 2023
New holding
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 15, 2024 Q1 2024 |
7,648
shares
|
$434,865
0.0% of portfolio
|
Q3 2023
Added 26.94%
|
|
Duality Advisers, LP
Miami, FL |
May 06, 2024 Q1 2024 |
7,594
shares
|
$431,794
0.04% of portfolio
|
Q1 2024
Added 66.24%
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2024 Q1 2024 |
7,558
shares
|
$429,747
0.0% of portfolio
|
Q1 2024
Reduced 81.04%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,557
shares
|
$429,691
0.01% of portfolio
|
Q3 2023
Added 9.21%
|
|
Armistice Capital, LLC
New York, NY |
May 15, 2024 Q1 2024 |
7,553
shares
|
$429,463
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nisa Investment Advisors, LLC
|
May 01, 2024 Q1 2024 |
7,543
shares
|
$428,894
0.0% of portfolio
|
Q1 2024
Added 373.51%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
7,292
shares
|
$414,623
0.0% of portfolio
|
Q1 2024
New holding
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
7,056
shares
|
$401,204
0.0% of portfolio
|
Q4 2023
Added 5.85%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
6,989
shares
|
$397,394
0.0% of portfolio
|
Q1 2024
Reduced 43.39%
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,893
shares
|
$391,935
0.0% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
6,732
shares
|
$382,781
0.04% of portfolio
|
Q1 2024
Added 0.06%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
6,667
shares
|
$379,085
0.01% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2024 Q1 2024 |
6,594
shares
|
$374,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
Argent Trust CO
Nashville, TN |
May 10, 2024 Q1 2024 |
6,575
shares
|
$373,854
0.02% of portfolio
|
Q1 2024
Added 71.0%
|
|
Inceptionr LLC
Lafayette, CA |
May 09, 2024 Q1 2024 |
6,561
shares
|
$373,058
0.1% of portfolio
|
Q1 2024
New holding
|