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 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.33K- 11.86% |
$69K - $76.4K
|
9.85K
$771K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.43K- 99.72% |
$74.2K - $82.2K
|
4
$313
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.48K- 98.27% |
$77K - $85.3K
|
26
$2.04K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-1.5K- 33.33% |
$78.1K - $86.5K
|
3K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.57K- 2.64% |
$81.8K - $90.6K
|
57.8K
$4.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 3.5% |
$83K - $91.9K
|
44K
$3.44M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.63K- 8.37% |
$85K - $94.2K
|
17.9K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.7K- 1.23% |
$88.5K - $98K
|
137K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.91K- 2.45% |
$99.3K - $110K
|
76K
$5.95M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.97K- 4.3% |
$102K - $114K
|
43.9K
$3.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.05K- 6.08% |
$107K - $118K
|
31.7K
$2.48M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.1K- 4.36% |
$109K - $121K
|
46.1K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.28K- 14.99% |
$119K - $132K
|
12.9K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-2.33K- 0.22% |
$121K - $134K
|
1.08M
$84.3M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.45K- 5.04% |
$127K - $141K
|
46K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.51K- 30.55% |
$131K - $145K
|
5.71K
$447K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.65K- 8.82% |
$138K - $153K
|
27.4K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.7K- 0.03% |
$141K - $156K
|
7.77M
$608M
|
|
|
Apr 15, 2024
Q1 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.73K- 19.13% |
$142K - $157K
|
11.5K
$902K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.75K- 2.63% |
$143K - $158K
|
102K
$7.97M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.82K- 9.23% |
$147K - $163K
|
27.7K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.98K- 14.16% |
$155K - $172K
|
18K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.02K- 5.77% |
$157K - $174K
|
49.3K
$3.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.35K- 9.87% |
$174K - $193K
|
30.6K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.63K- 5.16% |
$189K - $209K
|
66.7K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.84K- 99.77% |
$200K - $222K
|
9
$705
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.25K- 19.57% |
$221K - $245K
|
17.5K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
SELL
|
- |
-4.26K- 2.38% |
$222K - $245K
|
175K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.3K- 75.65% |
$224K - $248K
|
1.38K
$108K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.31K- 1.17% |
$224K - $249K
|
364K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 11.04% |
$242K - $268K
|
37.4K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.9K- 44.4% |
$255K - $283K
|
6.14K
$481K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.04K- 26.41% |
$262K - $291K
|
14K
$1.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.3K- 45.68% |
$276K - $306K
|
6.3K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.36K- 43.39% |
$279K - $309K
|
6.99K
$547K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-6.21K- 1.41% |
$323K - $358K
|
435K
$34.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.4K- 23.48% |
$333K - $369K
|
20.8K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.11K- 78.84% |
$370K - $410K
|
1.91K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.57K- 10.59% |
$394K - $437K
|
63.9K
$5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.26K- 29.16% |
$430K - $476K
|
20.1K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-9.3K- 59.62% |
$484K - $536K
|
6.3K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9.74K- 35.15% |
$507K - $562K
|
18K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-9.77K- 26.06% |
$509K - $563K
|
27.7K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-10.2K- 56.84% |
$533K - $591K
|
7.78K
$609K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11K- 72.4% |
$574K - $636K
|
4.2K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.1K- 26.0% |
$627K - $695K
|
34.3K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-12.7K- 1.13% |
$663K - $734K
|
1.11M
$86.9M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.3K- 51.71% |
$691K - $766K
|
12.4K
$971K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.9K- 1.62% |
$776K - $860K
|
907K
$71M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-17.3K- 17.91% |
$900K - $997K
|
79.3K
$6.21M
|