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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
4+ 2.99% |
$178 - $252
|
138
$10.3K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
4+ 14.81% |
$178 - $252
|
31
$2.32K
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$88.8 - $126
|
18.6K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$88.8 - $126
|
2
$150
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-13- 1.78% |
$577 - $820
|
717
$53.7K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14Closed |
$622 - $883
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 21.77% |
$1.2K - $1.7K
|
97
$7.26K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 18.45% |
$1.38K - $1.96K
|
137
$10.3K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 25.4% |
$1.42K - $2.02K
|
94
$7.03K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38- 0.64% |
$1.69K - $2.4K
|
5.94K
$444K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40Closed |
$1.78K - $2.52K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-43- 0.4% |
$1.91K - $2.71K
|
10.8K
$809K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-55- 0.43% |
$2.44K - $3.47K
|
12.7K
$950K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-61- 22.1% |
$2.71K - $3.85K
|
215
$16.1K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-134- 1.78% |
$5.95K - $8.45K
|
7.39K
$553K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-146- 16.39% |
$6.48K - $9.21K
|
745
$55.8K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-155- 23.77% |
$6.88K - $9.78K
|
497
$37.2K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-208- 3.05% |
$9.24K - $13.1K
|
6.6K
$494K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-218Closed |
$9.68K - $13.7K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-268- 38.78% |
$11.9K - $16.9K
|
423
$31.7K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-268- 38.78% |
$11.9K - $16.9K
|
423
$31.7K
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-287- 5.41% |
$12.7K - $18.1K
|
5.02K
$376K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-309Closed |
$13.7K - $19.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-320Closed |
$14.2K - $20.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-415- 0.61% |
$18.4K - $26.2K
|
67.7K
$5.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-418Closed |
$18.6K - $26.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-503- 12.37% |
$22.3K - $31.7K
|
3.56K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-530Closed |
$23.5K - $33.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-540- 85.58% |
$24K - $34.1K
|
91
$6.81K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-579Closed |
$25.7K - $36.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-636- 9.77% |
$28.2K - $40.1K
|
5.88K
$440K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-663- 8.12% |
$29.4K - $41.8K
|
7.51K
$562K
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-682- 7.19% |
$30.3K - $43K
|
8.81K
$659K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-721- 2.39% |
$32K - $45.5K
|
29.4K
$2.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-790- 7.29% |
$35.1K - $49.8K
|
10K
$751K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-808- 1.02% |
$35.9K - $51K
|
78.4K
$5.87M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-863- 1.91% |
$38.3K - $54.4K
|
44.2K
$3.31M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-876- 5.69% |
$38.9K - $55.2K
|
14.5K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 0.84% |
$44.5K - $63.1K
|
118K
$8.82M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.02KClosed |
$45.5K - $64.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.13KClosed |
$50K - $71K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.23KClosed |
$54.6K - $77.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.26KClosed |
$55.8K - $79.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.27KClosed |
$56.3K - $80K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.44KClosed |
$63.9K - $90.7K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.63K- 4.85% |
$72.3K - $103K
|
31.9K
$2.39M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.75K- 7.68% |
$77.8K - $110K
|
21K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.89K- 14.16% |
$84.1K - $119K
|
11.5K
$858K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.9K- 3.07% |
$84.6K - $120K
|
60.1K
$4.5M
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2K- 1.38% |
$88.8K - $126K
|
143K
$10.7M
|