Purchases and Sales Made in Q1 2023 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q1 2023. 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, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.8K+ 45.54% |
$551K - $732K
|
47.4K
$3.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 44.64% |
$489K - $650K
|
42.7K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6KNew |
$469K - $623K
|
12.6K
$944K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.1KNew |
$451K - $598K
|
12.1K
$908K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.9K+ 6.8% |
$444K - $589K
|
188K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.2KNew |
$417K - $554K
|
11.2K
$840K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.9K+ 168.05% |
$405K - $538K
|
17.4K
$1.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 4.12% |
$403K - $535K
|
274K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 4.12% |
$403K - $535K
|
274K
$20.5M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
9.22K+ 13.49% |
$343K - $455K
|
77.6K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.02KNew |
$335K - $445K
|
9.02K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
8.74K+ 16.7% |
$325K - $431K
|
61.1K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.1K+ 49.61% |
$264K - $351K
|
21.4K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.02K+ 12.38% |
$261K - $347K
|
63.8K
$4.77M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.76K+ 16.12% |
$251K - $333K
|
48.7K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.68K+ 23.61% |
$248K - $329K
|
34.9K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.14K+ 22.46% |
$228K - $303K
|
33.5K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.61K+ 26.06% |
$208K - $277K
|
27.1K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.27KNew |
$196K - $260K
|
5.27K
$394K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.22KNew |
$194K - $258K
|
5.22K
$391K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.14K+ 7.07% |
$191K - $254K
|
77.9K
$5.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.1K+ 20.52% |
$189K - $252K
|
30K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
4.71K+ 4.6% |
$175K - $233K
|
107K
$8.02M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.53K+ 269.35% |
$168K - $223K
|
6.21K
$464K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.44K+ 8.38% |
$165K - $219K
|
57.4K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.31K+ 28.47% |
$160K - $212K
|
19.4K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.21K+ 7.15% |
$156K - $208K
|
63.1K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.73K+ 16.63% |
$138K - $184K
|
26.1K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.53K+ 14.7% |
$131K - $174K
|
27.5K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.27K+ 16.21% |
$121K - $161K
|
23.4K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.25K+ 17.2% |
$121K - $160K
|
22.2K
$1.66M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.1K+ 49.21% |
$115K - $153K
|
9.4K
$703K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.24K+ 9.1% |
$83.2K - $110K
|
26.9K
$2.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.13K+ 7.41% |
$79.1K - $105K
|
30.8K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 31.67% |
$70.1K - $93.1K
|
7.85K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.53K+ 13.41% |
$56.8K - $75.4K
|
12.9K
$968K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.46K+ 1.59% |
$54.3K - $72.1K
|
93.5K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 16.31% |
$52.3K - $69.5K
|
10K
$751K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.38KNew |
$51.2K - $68K
|
1.38K
$103K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.09K+ 8.6% |
$40.5K - $53.8K
|
13.8K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.09K+ 380.14% |
$40.5K - $53.8K
|
1.38K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.07K+ 4.53% |
$39.6K - $52.6K
|
24.6K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.06K+ 5.72% |
$39.3K - $52.2K
|
19.6K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.01K+ 1.02% |
$37.6K - $50K
|
101K
$7.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
931New |
$34.6K - $45.9K
|
931
$69.7K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
903+ 0.15% |
$33.5K - $44.6K
|
622K
$46.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
838New |
$31.1K - $41.3K
|
838
$62.7K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
801+ 10.81% |
$29.8K - $39.5K
|
8.21K
$615K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
777+ 1.01% |
$28.9K - $38.3K
|
77.9K
$5.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
750+ 1.55% |
$27.9K - $37K
|
49K
$3.67M
|