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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.3K+ 27.89% |
$67.7K - $75K
|
5.97K
$359K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.07K+ 1.71% |
$55.4K - $61.4K
|
63.4K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.06K+ 1.81% |
$55.1K - $61.1K
|
59.5K
$3.58M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
926+ 7.38% |
$48.2K - $53.4K
|
13.5K
$811K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
821New |
$42.7K - $47.3K
|
821
$49.4K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
790+ 7.69% |
$41.1K - $45.6K
|
11.1K
$666K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
779+ 14.38% |
$40.5K - $44.9K
|
6.2K
$373K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
763+ 1.33% |
$39.7K - $44K
|
58.3K
$3.51M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
723+ 1.44% |
$37.6K - $41.7K
|
50.9K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
699+ 510.22% |
$36.4K - $40.3K
|
836
$50.3K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
672+ 72.18% |
$35K - $38.8K
|
1.6K
$96.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
609New |
$31.7K - $35.1K
|
609
$36.6K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
543New |
$28.3K - $31.3K
|
543
$32.7K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
537+ 9.51% |
$28K - $31K
|
6.18K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
476+ 212.5% |
$24.8K - $27.5K
|
700
$42.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
461New |
$24K - $26.6K
|
461
$27.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
424+ 68.39% |
$22.1K - $24.5K
|
1.04K
$62.8K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
416+ 5.48% |
$21.7K - $24K
|
8K
$482K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
413New |
$21.5K - $23.8K
|
413
$24.9K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
400+ 0.3% |
$20.8K - $23.1K
|
132K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
397+ 7.79% |
$20.7K - $22.9K
|
5.49K
$331K
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
392+ 2.48% |
$20.4K - $22.6K
|
16.2K
$976K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
392+ 147.92% |
$20.4K - $22.6K
|
657
$39.5K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
258+ 2.47% |
$13.4K - $14.9K
|
10.7K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
249+ 3.09% |
$13K - $14.4K
|
8.3K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
245+ 2.89% |
$12.8K - $14.1K
|
8.72K
$524K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
225New |
$11.7K - $13K
|
225
$13.5K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
206+ 4.7% |
$10.7K - $11.9K
|
4.59K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
183+ 0.09% |
$9.53K - $10.6K
|
206K
$12.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
161+ 2.65% |
$8.38K - $9.28K
|
6.23K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
142New |
$7.39K - $8.19K
|
142
$8.55K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
122New |
$6.35K - $7.04K
|
122
$7.34K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
107+ 1.16% |
$5.57K - $6.17K
|
9.3K
$560K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
105+ 1050.0% |
$5.47K - $6.06K
|
115
$6.92K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
79New |
$4.11K - $4.56K
|
79
$4.75K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
79New |
$4.11K - $4.56K
|
79
$4.75K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
69+ 1.17% |
$3.59K - $3.98K
|
5.96K
$359K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54New |
$2.81K - $3.11K
|
54
$3.25K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39New |
$2.03K - $2.25K
|
39
$2.35K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
32+ 0.06% |
$1.67K - $1.85K
|
56.8K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 23.08% |
$1.56K - $1.73K
|
160
$9.63K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 300.0% |
$1.56K - $1.73K
|
40
$2.41K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
28+ 10.14% |
$1.46K - $1.61K
|
304
$18.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 42.37% |
$1.3K - $1.44K
|
84
$5.06K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
12+ 0.3% |
$625 - $692
|
4.08K
$245K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
11+ 0.08% |
$573 - $634
|
14.4K
$866K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
10+ 0.16% |
$521 - $577
|
6.35K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.06% |
$208 - $231
|
6.73K
$405K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $115
|
4.97K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.79% |
$52.1 - $57.7
|
57
$3.43K
|