Purchases and Sales Made in Q1 2025 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
94.1K+ 8005.87% |
$5.45M - $7.64M
|
95.2K
$5.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
8.11K+ 13.79% |
$469K - $658K
|
66.9K
$3.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.83KNew |
$164K - $230K
|
2.83K
$164K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.16K+ 10.45% |
$67.2K - $94.2K
|
12.3K
$710K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$59.4K - $83.3K
|
1.03K
$59.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
745+ 1460.78% |
$43.1K - $60.5K
|
796
$46.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
605+ 1551.28% |
$35K - $49.1K
|
644
$37.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
476+ 10.66% |
$27.6K - $38.7K
|
4.94K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
350+ 5.79% |
$20.3K - $28.4K
|
6.39K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
204+ 2.44% |
$11.8K - $16.6K
|
8.57K
$496K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99New |
$5.73K - $8.04K
|
99
$5.73K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 16.67% |
$869 - $1.22K
|
105
$6.08K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$811 - $1.14K
|
14
$811
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.02% |
$116 - $162
|
12.6K
$731K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 1.24% |
$984 - $1.38K
|
1.36K
$78.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 4.92% |
$29K - $40.6K
|
9.67K
$560K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.54K- 1.3% |
$147K - $207K
|
193K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.03K- 10.88% |
$176K - $246K
|
24.8K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-8.81K- 24.1% |
$510K - $715K
|
27.7K
$1.61M
|