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 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
936+ 13.2% |
$43K - $54.3K
|
8.03K
$466K
|
|
Apr 09, 2021
Q1 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
770+ 1.74% |
$35.4K - $44.6K
|
44.9K
$2.61M
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
683New |
$31.4K - $39.6K
|
683
$39.7K
|
|
Apr 19, 2021
Q1 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
643+ 5.74% |
$29.5K - $37.3K
|
11.9K
$688K
|
|
May 14, 2021
Q1 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
603+ 9.14% |
$27.7K - $34.9K
|
7.2K
$418K
|
|
May 17, 2021
Q1 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
531+ 10.41% |
$24.4K - $30.8K
|
5.63K
$327K
|
|
May 06, 2021
Q1 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
523+ 2.16% |
$24K - $30.3K
|
24.7K
$1.44M
|
|
May 17, 2021
Q1 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
503+ 0.67% |
$23.1K - $29.2K
|
75.3K
$4.37M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 9.26% |
$23K - $29K
|
5.9K
$343K
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
460+ 1.56% |
$21.1K - $26.7K
|
30K
$1.74M
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
311+ 241.09% |
$14.3K - $18K
|
440
$25.6K
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
309New |
$14.2K - $17.9K
|
309
$17.9K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
229+ 7633.33% |
$10.5K - $13.3K
|
232
$13.5K
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
207New |
$9.51K - $12K
|
207
$12K
|
|
May 10, 2021
Q1 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
180+ 3.63% |
$8.27K - $10.4K
|
5.15K
$299K
|
|
Apr 20, 2021
Q1 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
175New |
$8.04K - $10.1K
|
175
$10.2K
|
|
May 06, 2021
Q1 2021
|
Arizona State Retirement System
|
BUY
|
- |
123+ 0.77% |
$5.65K - $7.13K
|
16.1K
$938K
|
|
May 07, 2021
Q1 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
81+ 0.26% |
$3.72K - $4.69K
|
30.8K
$1.79M
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
57+ 6.58% |
$2.62K - $3.3K
|
923
$53.6K
|
|
May 17, 2021
Q1 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
50+ 0.22% |
$2.3K - $2.9K
|
23.1K
$1.34M
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37New |
$1.7K - $2.14K
|
37
$2.15K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$138 - $174
|
3
$174
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$45.9 - $58
|
1
$58.1
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 1.82% |
$45.9 - $58
|
56
$3.25K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 8.33% |
$184 - $232
|
44
$2.56K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4Closed |
$184 - $232
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-5- 13.16% |
$230 - $290
|
33
$1.92K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-11- 84.62% |
$505 - $638
|
2
$116
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23- 19.66% |
$1.06K - $1.33K
|
94
$5.46K
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-34- 0.78% |
$1.56K - $1.97K
|
4.31K
$250K
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-35- 30.43% |
$1.61K - $2.03K
|
80
$4.65K
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-36- 0.73% |
$1.65K - $2.09K
|
4.9K
$285K
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-39Closed |
$1.79K - $2.26K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-73- 3.76% |
$3.35K - $4.23K
|
1.87K
$108K
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-93- 0.77% |
$4.27K - $5.39K
|
12K
$697K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-118Closed |
$5.42K - $6.84K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-140- 0.18% |
$6.43K - $8.11K
|
79.7K
$4.63M
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
SELL
|
- |
-193- 5.08% |
$8.86K - $11.2K
|
3.6K
$209K
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-215Closed |
$9.87K - $12.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-229- 98.71% |
$10.5K - $13.3K
|
3
$174
|
|
Nov 18, 2022
Q1 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-345- 1.17% |
$15.8K - $20K
|
29.2K
$1.69M
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-353Closed |
$16.2K - $20.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-359- 6.75% |
$16.5K - $20.8K
|
4.96K
$288K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-370- 46.25% |
$17K - $21.4K
|
430
$25K
|
|
May 03, 2021
Q1 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-389- 5.67% |
$17.9K - $22.5K
|
6.47K
$376K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-438- 8.5% |
$20.1K - $25.4K
|
4.71K
$274K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-447- 32.94% |
$20.5K - $25.9K
|
910
$52.9K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-455- 5.41% |
$20.9K - $26.4K
|
7.96K
$462K
|
|
May 14, 2021
Q1 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-465- 32.16% |
$21.4K - $27K
|
981
$57K
|