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 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-35K- 36.27% |
$1.3M - $1.73M
|
61.5K
$4.6M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-39.3K- 35.05% |
$1.46M - $1.94M
|
72.8K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-46.1K- 1.28% |
$1.71M - $2.28M
|
3.56M
$266M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-54.4K- 11.46% |
$2.02M - $2.69M
|
421K
$31.5M
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-63.8K- 16.48% |
$2.37M - $3.15M
|
323K
$24.2M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-64K- 5.01% |
$2.38M - $3.16M
|
1.21M
$90.7M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-67.9K- 19.95% |
$2.52M - $3.35M
|
272K
$20.4M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-76.6K- 41.34% |
$2.85M - $3.78M
|
109K
$8.13M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-78K- 12.99% |
$2.9M - $3.85M
|
523K
$39.1M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-79K- 30.68% |
$2.93M - $3.9M
|
178K
$13.4M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-93.2K- 17.22% |
$3.46M - $4.6M
|
448K
$33.5M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-101K- 13.71% |
$3.74M - $4.97M
|
634K
$47.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121K- 14.8% |
$4.5M - $5.98M
|
697K
$52.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-122K- 40.83% |
$4.52M - $6M
|
176K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-213K- 3.82% |
$7.92M - $10.5M
|
5.37M
$402M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-254K- 15.32% |
$9.43M - $12.5M
|
1.4M
$105M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-287K- 11.43% |
$10.7M - $14.2M
|
2.22M
$166M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-434K- 14.92% |
$16.1M - $21.4M
|
2.47M
$185M
|