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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21K- 83.07% |
$1.09M - $1.21M
|
4.29K
$338K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-21.9K- 42.09% |
$1.14M - $1.26M
|
30.1K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24.8K- 0.31% |
$1.29M - $1.43M
|
7.98M
$629M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-25.4K- 74.65% |
$1.32M - $1.46M
|
8.61K
$678K
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-28.2K- 12.9% |
$1.47M - $1.63M
|
190K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.9K- 86.81% |
$1.5M - $1.67M
|
4.39K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-31.9K- 25.77% |
$1.66M - $1.84M
|
91.9K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-32.3K- 81.04% |
$1.68M - $1.86M
|
7.56K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-61.1K- 11.7% |
$3.18M - $3.53M
|
461K
$36.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-68.7K- 91.89% |
$3.58M - $3.96M
|
6.07K
$478K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.1K- 12.18% |
$3.75M - $4.16M
|
520K
$41M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.8K- 10.61% |
$3.94M - $4.37M
|
638K
$50.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.8K- 10.61% |
$3.94M - $4.37M
|
638K
$50.3M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-86.7K- 46.38% |
$4.51M - $5M
|
100K
$7.9M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-108K- 9.6% |
$5.61M - $6.22M
|
1.02M
$80.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-152K- 13.35% |
$7.89M - $8.74M
|
984K
$77.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-152K- 4.51% |
$7.91M - $8.77M
|
3.22M
$254M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-163K- 67.59% |
$8.5M - $9.42M
|
78.3K
$6.17M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-272K- 87.92% |
$14.2M - $15.7M
|
37.4K
$2.95M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-272K- 87.92% |
$14.2M - $15.7M
|
37.4K
$2.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-450K- 56.46% |
$23.4M - $25.9M
|
347K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-452K- 21.37% |
$23.5M - $26.1M
|
1.66M
$131M
|