Purchases and Sales Made in Q1 2021 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q1 2021. The information is specifically focused on institutions that hold shares of Moelis & Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
9.96KNew |
$457K - $577K
|
9.96K
$578K
|
|
May 17, 2021
Q1 2021
|
Caxton Associates LP
New York, NY |
BUY
|
- |
9.9KNew |
$455K - $574K
|
9.9K
$575K
|
|
May 14, 2021
Q1 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.87KNew |
$453K - $572K
|
9.87K
$573K
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.33K+ 406.98% |
$428K - $541K
|
11.6K
$675K
|
|
Apr 26, 2021
Q1 2021
|
Capital Management Corp
|
BUY
|
- |
9.16K+ 4.54% |
$421K - $531K
|
211K
$12.2M
|
|
May 17, 2021
Q1 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
9.15K+ 27.2% |
$420K - $530K
|
42.8K
$2.48M
|
|
May 14, 2021
Q1 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.97K+ 64.61% |
$412K - $520K
|
22.9K
$1.33M
|
|
Apr 29, 2021
Q1 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
8.89KNew |
$408K - $515K
|
8.89K
$516K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.35KNew |
$383K - $484K
|
8.35K
$485K
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.67KNew |
$352K - $445K
|
7.67K
$446K
|
|
May 14, 2021
Q1 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
7.2KNew |
$331K - $417K
|
7.2K
$418K
|
|
May 13, 2021
Q1 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.71K+ 48.52% |
$308K - $389K
|
20.6K
$1.19M
|
|
May 17, 2021
Q1 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.21KNew |
$285K - $360K
|
6.21K
$361K
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.04KNew |
$277K - $350K
|
6.04K
$351K
|
|
May 07, 2021
Q1 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6KNew |
$275K - $348K
|
6K
$348K
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.55KNew |
$255K - $322K
|
5.55K
$322K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
5.15KNew |
$236K - $298K
|
5.15K
$299K
|
|
May 17, 2021
Q1 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.13K+ 61.85% |
$235K - $297K
|
13.4K
$779K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
4.9KNew |
$225K - $284K
|
4.9K
$285K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.49KNew |
$206K - $260K
|
4.49K
$261K
|
|
May 14, 2021
Q1 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.36KNew |
$200K - $253K
|
4.36K
$253K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.16K+ 6.41% |
$191K - $241K
|
69.1K
$4.01M
|
|
May 04, 2021
Q1 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.14KNew |
$190K - $240K
|
4.14K
$241K
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
4.13K+ 21.79% |
$190K - $239K
|
23.1K
$1.34M
|
|
May 11, 2021
Q1 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.01KNew |
$184K - $232K
|
4.01K
$233K
|
|
May 17, 2021
Q1 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
4K+ 13.33% |
$184K - $232K
|
34K
$1.97M
|
|
May 14, 2021
Q1 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.95KNew |
$181K - $229K
|
3.95K
$229K
|
|
May 18, 2021
Q1 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.87KNew |
$178K - $224K
|
3.87K
$224K
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.67KNew |
$168K - $212K
|
3.67K
$213K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.39K+ 182.22% |
$156K - $197K
|
5.26K
$305K
|
|
May 17, 2021
Q1 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.08K+ 8.2% |
$142K - $179K
|
40.7K
$2.36M
|
|
May 11, 2021
Q1 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.08K+ 24.99% |
$141K - $178K
|
15.4K
$894K
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
3.05K+ 31.84% |
$140K - $177K
|
12.6K
$735K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.96KNew |
$136K - $172K
|
2.96K
$172K
|
|
May 14, 2021
Q1 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
2.41K+ 20.6% |
$111K - $140K
|
14.1K
$820K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.28K+ 77.58% |
$105K - $132K
|
5.21K
$303K
|
|
May 14, 2021
Q1 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.18K+ 3.83% |
$100K - $126K
|
59.1K
$3.43M
|
|
Apr 22, 2021
Q1 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
1.8KNew |
$82.7K - $104K
|
1.8K
$105K
|
|
May 12, 2021
Q1 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.8KNew |
$82.4K - $104K
|
1.8K
$104K
|
|
May 07, 2021
Q1 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.6K+ 1.28% |
$73.5K - $92.7K
|
127K
$7.36M
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
1.56K+ 2.11% |
$71.6K - $90.3K
|
75.4K
$4.38M
|
|
May 17, 2021
Q1 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.3K+ 6.38% |
$59.7K - $75.3K
|
21.7K
$1.26M
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.23KNew |
$56.7K - $71.5K
|
1.23K
$71.7K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.22KNew |
$56.1K - $70.8K
|
1.22K
$70.9K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.2K+ 392.81% |
$55.2K - $69.7K
|
1.51K
$87.6K
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.15K+ 1.71% |
$52.8K - $66.7K
|
68.4K
$3.97M
|
|
May 11, 2021
Q1 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.11K+ 22.39% |
$51K - $64.3K
|
6.07K
$352K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1KNew |
$50.4K - $63.6K
|
1.1K
$63.8K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06K+ 25.84% |
$48.6K - $61.3K
|
5.15K
$299K
|
|
May 17, 2021
Q1 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
973New |
$44.7K - $56.4K
|
973
$56.5K
|