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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,420
shares
|
$544,479
0.02% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,160
shares
|
$525,400
0.02% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
7,056
shares
|
$517,769
0.0% of portfolio
|
Q4 2023
Added 5.85%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
7,051
shares
|
$517,402
0.08% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
6,944
shares
|
$509,550
0.01% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,893
shares
|
$505,808
0.0% of portfolio
|
Q1 2023
Reduced 14.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,781
shares
|
$497,589
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
6,777
shares
|
$497,296
0.0% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,594
shares
|
$483,867
0.0% of portfolio
|
Q3 2024
Added 30.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,542
shares
|
$480,051
0.05% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
6,489
shares
|
$476,162
0.23% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,443
shares
|
$472,787
0.02% of portfolio
|
Q3 2024
Added 52.32%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,302
shares
|
$462,440
0.02% of portfolio
|
Q3 2024
Reduced 62.53%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
6,300
shares
|
$462,294
0.2% of portfolio
|
Q3 2024
Added 110.0%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,294
shares
|
$461,853
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
6,274
shares
|
$460,386
0.05% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
6,052
shares
|
$444,095
0.27% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
6,000
shares
|
$440,280
0.0% of portfolio
|
Q3 2024
Added 30.43%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,980
shares
|
$438,812
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,966
shares
|
$437,785
0.23% of portfolio
|
Q1 2024
Added 27.89%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,800
shares
|
$425,604
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,744
shares
|
$421,494
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,733
shares
|
$420,687
0.04% of portfolio
|
Q3 2024
Reduced 21.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,458
shares
|
$400,508
0.0% of portfolio
|
Q3 2024
Added 31.45%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,441
shares
|
$399,260
0.0% of portfolio
|
Q3 2024
New holding
|