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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
955+ 13.8% |
$42.4K - $60.2K
|
7.87K
$589K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
931New |
$41.3K - $58.7K
|
931
$69.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
914+ 12.64% |
$40.6K - $57.6K
|
8.15K
$610K
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
890+ 1.61% |
$39.5K - $56.1K
|
56.3K
$4.21M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
853+ 19.68% |
$37.9K - $53.8K
|
5.19K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
BUY
|
- |
846New |
$37.6K - $53.4K
|
846
$63.3K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
828+ 14.95% |
$36.8K - $52.2K
|
6.37K
$476K
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
819+ 6.97% |
$36.4K - $51.7K
|
12.6K
$941K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
620+ 9.14% |
$27.5K - $39.1K
|
7.4K
$554K
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
582+ 9.5% |
$25.8K - $36.7K
|
6.71K
$502K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
532+ 4.18% |
$23.6K - $33.6K
|
13.3K
$993K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
519+ 11.19% |
$23K - $32.7K
|
5.16K
$386K
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
440+ 0.79% |
$19.5K - $27.8K
|
55.8K
$4.18M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
380New |
$16.9K - $24K
|
380
$28.4K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
349+ 43.63% |
$15.5K - $22K
|
1.15K
$86K
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
336+ 9.93% |
$14.9K - $21.2K
|
3.72K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
325New |
$14.4K - $20.5K
|
325
$24.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
277+ 2.03% |
$12.3K - $17.5K
|
13.9K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
254+ 3.0% |
$11.3K - $16K
|
8.72K
$653K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
248+ 4.68% |
$11K - $15.6K
|
5.54K
$415K
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
232+ 15.9% |
$10.3K - $14.6K
|
1.69K
$127K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
220+ 4.08% |
$9.77K - $13.9K
|
5.61K
$420K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
215+ 0.87% |
$9.55K - $13.6K
|
25.1K
$1.88M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215New |
$9.55K - $13.6K
|
215
$16.1K
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
215+ 0.87% |
$9.55K - $13.6K
|
25.1K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
211New |
$9.37K - $13.3K
|
211
$15.8K
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
210+ 0.3% |
$9.33K - $13.2K
|
70.8K
$5.3M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
183+ 2.84% |
$8.13K - $11.5K
|
6.62K
$495K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
178New |
$7.9K - $11.2K
|
178
$13.3K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
173New |
$7.68K - $10.9K
|
173
$12.9K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
169+ 3.82% |
$7.51K - $10.7K
|
4.59K
$343K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161New |
$7.15K - $10.2K
|
161
$12K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
150+ 5.66% |
$6.66K - $9.46K
|
2.8K
$210K
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
140New |
$6.22K - $8.83K
|
140
$10.5K
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 1.89% |
$4.44K - $6.31K
|
5.4K
$404K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$4.44K - $6.31K
|
100
$7.48K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
72+ 1.6% |
$3.2K - $4.54K
|
4.57K
$342K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 1.53% |
$2.93K - $4.16K
|
4.39K
$328K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
60+ 0.37% |
$2.66K - $3.78K
|
16.5K
$1.23M
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
55+ 0.07% |
$2.44K - $3.47K
|
74.2K
$5.55M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
55+ 37.93% |
$2.44K - $3.47K
|
200
$15K
|
|
|
May 13, 2022
Q1 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
55+ 0.97% |
$2.44K - $3.47K
|
5.72K
$428K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 3.61% |
$2.31K - $3.28K
|
1.49K
$112K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 23.3% |
$1.82K - $2.59K
|
217
$16.2K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22+ 13.92% |
$977 - $1.39K
|
180
$13.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
22+ 733.33% |
$977 - $1.39K
|
25
$1.87K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 133.33% |
$711 - $1.01K
|
28
$2.1K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16New |
$711 - $1.01K
|
16
$1.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$400 - $568
|
9
$674
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.13% |
$266 - $378
|
4.57K
$342K
|