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 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.06% |
$208 - $231
|
6.73K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $115
|
4.97K
$327K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.36% |
$52.1 - $57.7
|
276
$18.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.79% |
$52.1 - $57.7
|
57
$3.75K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$52.1 - $57.7
|
33.7K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 2.22% |
$156 - $173
|
132
$8.69K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 71.43% |
$521 - $577
|
4
$263
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10- 0.04% |
$521 - $577
|
26.4K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 22.73% |
$521 - $577
|
34
$2.24K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17- 0.37% |
$885 - $980
|
4.54K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-23- 0.38% |
$1.2K - $1.33K
|
6.03K
$397K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-34- 0.8% |
$1.77K - $1.96K
|
4.19K
$276K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 88.89% |
$2.08K - $2.31K
|
5
$329
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-47- 25.68% |
$2.45K - $2.71K
|
136
$8.95K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-49- 1.08% |
$2.55K - $2.83K
|
4.49K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-55- 0.19% |
$2.86K - $3.17K
|
28.3K
$1.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-63- 1.46% |
$3.28K - $3.63K
|
4.24K
$279K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-74- 0.16% |
$3.85K - $4.27K
|
46.2K
$3.04M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 50.0% |
$4.11K - $4.56K
|
79
$5.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-104- 57.78% |
$5.41K - $6K
|
76
$5K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-127- 98.45% |
$6.61K - $7.32K
|
2
$132
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-132- 2.99% |
$6.87K - $7.61K
|
4.29K
$282K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-154- 3.13% |
$8.02K - $8.88K
|
4.77K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-157- 0.17% |
$8.17K - $9.05K
|
93.1K
$6.12M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-159- 3.94% |
$8.28K - $9.17K
|
3.88K
$255K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-170- 68.27% |
$8.85K - $9.8K
|
79
$5.2K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-187- 0.54% |
$9.73K - $10.8K
|
34.4K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-188- 4.98% |
$9.79K - $10.8K
|
3.59K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 36.36% |
$10.4K - $11.5K
|
350
$23K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-207- 0.85% |
$10.8K - $11.9K
|
24K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-253- 3.66% |
$13.2K - $14.6K
|
6.67K
$439K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-277- 0.4% |
$14.4K - $16K
|
68.2K
$4.49M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-287- 46.37% |
$14.9K - $16.6K
|
332
$21.8K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-290- 1.56% |
$15.1K - $16.7K
|
18.3K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-299- 3.01% |
$15.6K - $17.2K
|
9.64K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-318- 0.59% |
$16.6K - $18.3K
|
53.9K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-320- 0.88% |
$16.7K - $18.5K
|
36K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-336- 8.73% |
$17.5K - $19.4K
|
3.51K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-380- 0.93% |
$19.8K - $21.9K
|
40.6K
$2.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.2% |
$20.8K - $23.1K
|
33K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-426- 8.93% |
$22.2K - $24.6K
|
4.35K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-500- 0.8% |
$26K - $28.8K
|
61.7K
$4.06M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-527- 12.38% |
$27.4K - $30.4K
|
3.73K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-536- 1.62% |
$27.9K - $30.9K
|
32.5K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-555- 4.94% |
$28.9K - $32K
|
10.7K
$702K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-700- 77.78% |
$36.4K - $40.4K
|
200
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-764- 11.12% |
$39.8K - $44.1K
|
6.11K
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-928- 6.47% |
$48.3K - $53.5K
|
13.4K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 10.27% |
$54.3K - $60.1K
|
9.12K
$600K
|