Purchases and Sales Made in Q1 2024 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q1 2024. 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 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
431K+ 38.88% |
$22.4M - $24.9M
|
1.54M
$121M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
265KNew |
$13.8M - $15.3M
|
265K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
262KNew |
$13.6M - $15.1M
|
262K
$20.5M
|
|
|
May 13, 2024
Q1 2024
|
Heard Capital LLC
Chicago, IL |
BUY
|
- |
259K+ 13.93% |
$13.5M - $14.9M
|
2.12M
$166M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
204K+ 14.57% |
$10.6M - $11.8M
|
1.6M
$126M
|
|
|
May 15, 2024
Q1 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
200KNew |
$10.4M - $11.5M
|
200K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
177KNew |
$9.2M - $10.2M
|
177K
$13.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
160K+ 4.9% |
$8.32M - $9.22M
|
3.42M
$268M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
139K+ 78.64% |
$7.23M - $8.01M
|
316K
$24.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
127K+ 11.04% |
$6.6M - $7.31M
|
1.27M
$99.8M
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
112K+ 3.24% |
$5.85M - $6.48M
|
3.58M
$280M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
107K+ 73.21% |
$5.58M - $6.18M
|
254K
$19.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.2KNew |
$4.64M - $5.14M
|
89.2K
$6.98M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
74.8KNew |
$3.89M - $4.31M
|
74.8K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
70.8K+ 67.74% |
$3.68M - $4.08M
|
175K
$13.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.5K+ 5.68% |
$3.57M - $3.95M
|
1.27M
$99.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
64.6KNew |
$3.36M - $3.73M
|
64.6K
$5.06M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
63.4KNew |
$3.3M - $3.66M
|
63.4K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
63.1K+ 2.46% |
$3.28M - $3.64M
|
2.62M
$205M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
61K+ 0.86% |
$3.17M - $3.52M
|
7.14M
$559M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
56.6KNew |
$2.95M - $3.26M
|
56.6K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
55.4K+ 5.21% |
$2.88M - $3.2M
|
1.12M
$87.5M
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
55.4K+ 5.21% |
$2.88M - $3.2M
|
1.12M
$87.5M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
51.7K+ 24.97% |
$2.69M - $2.98M
|
259K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.7K+ 71.11% |
$2.64M - $2.92M
|
122K
$9.54M
|
|
|
May 14, 2024
Q1 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
50.4K+ 1.69% |
$2.62M - $2.91M
|
3.03M
$237M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.9K+ 26.12% |
$2.49M - $2.76M
|
231K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
46.1KNew |
$2.4M - $2.66M
|
46.1K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
44.2K+ 3.14% |
$2.3M - $2.55M
|
1.45M
$114M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.4K+ 7.73% |
$2.05M - $2.27M
|
550K
$43M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
34.5KNew |
$1.8M - $1.99M
|
34.5K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.3K+ 7.07% |
$1.79M - $1.98M
|
520K
$40.7M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
33.1KNew |
$1.72M - $1.91M
|
33.1K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.8K+ 230.83% |
$1.71M - $1.89M
|
47K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
31.9K+ 81.4% |
$1.66M - $1.84M
|
71K
$5.56M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
30.3K+ 20.75% |
$1.58M - $1.75M
|
176K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.8K+ 3.54% |
$1.5M - $1.66M
|
843K
$66M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
27.6KNew |
$1.44M - $1.59M
|
27.6K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
26.3KNew |
$1.37M - $1.52M
|
26.3K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.1KNew |
$1.36M - $1.51M
|
26.1K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
24.9KNew |
$1.3M - $1.44M
|
24.9K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22.9KNew |
$1.19M - $1.32M
|
22.9K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.8KNew |
$1.19M - $1.31M
|
22.8K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
20.8KNew |
$1.08M - $1.2M
|
20.8K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.9K+ 102.4% |
$1.04M - $1.15M
|
39.4K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
18.7KNew |
$973K - $1.08M
|
18.7K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$947K - $1.05M
|
18.2K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$943K - $1.04M
|
18.1K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
16.7K+ 11.59% |
$867K - $960K
|
160K
$12.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
16.6KNew |
$865K - $958K
|
16.6K
$1.3M
|