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 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
741+ 6.24% |
$27.5K - $36.6K
|
12.6K
$730K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
714New |
$26.5K - $35.2K
|
714
$41.3K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
663+ 4.55% |
$24.6K - $32.7K
|
15.2K
$882K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
612+ 2.03% |
$22.7K - $30.2K
|
30.8K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
584+ 1.09% |
$21.7K - $28.8K
|
54K
$3.13M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
489+ 8.05% |
$18.2K - $24.1K
|
6.56K
$380K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
454+ 2.51% |
$16.9K - $22.4K
|
18.5K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
429+ 4.04% |
$15.9K - $21.2K
|
11K
$639K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
415+ 1.52% |
$15.4K - $20.5K
|
27.7K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
400+ 1.59% |
$14.9K - $19.7K
|
25.5K
$1.48M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
362New |
$13.4K - $17.9K
|
362
$21K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
332+ 5.66% |
$12.3K - $16.4K
|
6.2K
$359K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
308New |
$11.4K - $15.2K
|
308
$17.8K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
178+ 29.97% |
$6.61K - $8.78K
|
772
$44.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
175+ 0.36% |
$6.5K - $8.63K
|
49K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
166New |
$6.17K - $8.19K
|
166
$9.61K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
155+ 1.0% |
$5.76K - $7.65K
|
15.6K
$905K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
146New |
$5.42K - $7.2K
|
146
$8.45K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
110New |
$4.09K - $5.43K
|
110
$6.37K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
86+ 0.34% |
$3.19K - $4.24K
|
25.5K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
35+ 44.3% |
$1.3K - $1.73K
|
114
$6.6K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 246.15% |
$1.19K - $1.58K
|
45
$2.61K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
27New |
$1K - $1.33K
|
27
$1.56K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 169.23% |
$817 - $1.09K
|
35
$2.03K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 1.59% |
$706 - $937
|
1.21K
$70.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
17+ 73.91% |
$632 - $839
|
40
$2.32K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
15+ 0.27% |
$557 - $740
|
5.63K
$326K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 8.27% |
$409 - $543
|
144
$8.34K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.1% |
$223 - $296
|
5.76K
$334K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 15.63% |
$186 - $247
|
37
$2.14K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 71.43% |
$186 - $247
|
12
$695
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 8.7% |
$74.3 - $98.7
|
25
$1.45K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.55% |
$37.2 - $49.3
|
182
$10.5K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 11.11% |
$37.2 - $49.3
|
10
$579
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 33.33% |
$149 - $197
|
8
$463
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-5- 33.33% |
$186 - $247
|
10
$579
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5Closed |
$186 - $247
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-17- 0.18% |
$632 - $839
|
9.49K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-18- 0.35% |
$669 - $888
|
5.13K
$297K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24- 15.0% |
$892 - $1.18K
|
136
$7.88K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-26- 0.41% |
$966 - $1.28K
|
6.37K
$369K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-27- 5.6% |
$1K - $1.33K
|
455
$26.3K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-29Closed |
$1.08K - $1.43K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-32- 9.91% |
$1.19K - $1.58K
|
291
$16.9K
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-39- 0.02% |
$1.45K - $1.92K
|
170K
$9.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-48- 42.86% |
$1.78K - $2.37K
|
64
$3.71K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-49- 0.12% |
$1.82K - $2.42K
|
41.4K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-73- 4.06% |
$2.71K - $3.6K
|
1.73K
$100K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75- 27.47% |
$2.79K - $3.7K
|
198
$11.5K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-104- 55.03% |
$3.86K - $5.13K
|
85
$4.92K
|