Purchases and Sales Made in Q1 2022 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.9K+ 67.15% |
$486K - $690K
|
27.2K
$2.04M
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
10.2KNew |
$451K - $640K
|
10.2K
$760K
|
|
|
May 09, 2022
Q1 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
9.8K+ 7.3% |
$435K - $618K
|
144K
$10.8M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
9.72KNew |
$432K - $613K
|
9.72K
$728K
|
|
|
May 16, 2022
Q1 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
8.89KNew |
$395K - $561K
|
8.89K
$665K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.27K+ 86.0% |
$367K - $522K
|
17.9K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
BUY
|
- |
7.38K+ 2.88% |
$328K - $466K
|
264K
$19.8M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6.86K+ 19.53% |
$305K - $432K
|
42K
$3.14M
|
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.52KNew |
$289K - $411K
|
6.52K
$488K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.48K+ 43.91% |
$288K - $409K
|
21.2K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.4K+ 3.71% |
$284K - $403K
|
179K
$13.4M
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
6.06K+ 42.94% |
$269K - $382K
|
20.2K
$1.51M
|
|
|
May 11, 2022
Q1 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
5.93KNew |
$263K - $374K
|
5.93K
$444K
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.78K+ 40.26% |
$257K - $365K
|
20.1K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.7KNew |
$253K - $359K
|
5.7K
$427K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.6K+ 107.69% |
$249K - $353K
|
10.8K
$808K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.08K+ 24.94% |
$225K - $320K
|
25.4K
$1.9M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.02KNew |
$223K - $317K
|
5.02K
$376K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.81KNew |
$213K - $303K
|
4.81K
$360K
|
|
|
May 16, 2022
Q1 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.73KNew |
$210K - $298K
|
4.73K
$354K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
4.66K+ 15.06% |
$207K - $294K
|
35.6K
$2.67M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.29K+ 47.7% |
$190K - $270K
|
13.3K
$993K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
4.26K+ 30.75% |
$189K - $269K
|
18.1K
$1.35M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.01K+ 20.83% |
$178K - $253K
|
23.3K
$1.74M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.68K+ 66.43% |
$163K - $232K
|
9.21K
$689K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.65K+ 95.5% |
$162K - $230K
|
7.48K
$560K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.47K+ 6.46% |
$154K - $219K
|
57.1K
$4.28M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.01K+ 31.48% |
$134K - $190K
|
12.6K
$940K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.92K+ 17.55% |
$130K - $184K
|
19.5K
$1.46M
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
BUY
|
- |
2.9K+ 11.65% |
$129K - $183K
|
27.8K
$2.08M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.82K+ 61.69% |
$125K - $178K
|
7.38K
$552K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.7K+ 2.25% |
$120K - $170K
|
123K
$9.19M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.64K+ 74.09% |
$117K - $167K
|
6.2K
$464K
|
|
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.51K+ 17.85% |
$111K - $158K
|
16.6K
$1.24M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.31K+ 104.05% |
$103K - $146K
|
4.53K
$339K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.26K+ 38.11% |
$100K - $143K
|
8.2K
$614K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.08K+ 1.22% |
$92.2K - $131K
|
172K
$12.9M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 9.89% |
$91.2K - $129K
|
22.8K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
1.96K+ 5.67% |
$87K - $124K
|
36.5K
$2.73M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
1.78K+ 2.08% |
$78.9K - $112K
|
87.2K
$6.53M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.66K+ 10.43% |
$73.9K - $105K
|
17.6K
$1.32M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.66K+ 31.54% |
$73.7K - $105K
|
6.92K
$518K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.64K+ 9.72% |
$72.7K - $103K
|
18.5K
$1.38M
|
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.57K+ 3.43% |
$69.8K - $99.1K
|
47.4K
$3.55M
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.54K+ 18.73% |
$68.4K - $97.2K
|
9.77K
$731K
|
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.45K+ 7.42% |
$64.2K - $91.2K
|
20.9K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.36K+ 6.2% |
$60.4K - $85.8K
|
23.3K
$1.74M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.1K+ 2.23% |
$48.9K - $69.4K
|
50.4K
$3.77M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.07K+ 230.26% |
$47.7K - $67.7K
|
1.54K
$115K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.02K+ 10.05% |
$45.3K - $64.3K
|
11.2K
$836K
|