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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99.3K+ 64.35% |
$5.75M - $8.06M
|
254K
$13.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
94.1K+ 8005.87% |
$5.45M - $7.64M
|
95.2K
$5.1M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
88.5K+ 234.97% |
$5.13M - $7.19M
|
126K
$6.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
86.1K+ 346.46% |
$4.98M - $6.99M
|
111K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.5KNew |
$3.33M - $4.67M
|
57.5K
$3.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
20.5KNew |
$1.18M - $1.66M
|
20.5K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.6KNew |
$1.08M - $1.51M
|
18.6K
$997K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
17.3K+ 29.37% |
$1M - $1.41M
|
76.3K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.5KNew |
$667K - $936K
|
11.5K
$617K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
8.11K+ 13.79% |
$469K - $658K
|
66.9K
$3.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8K+ 2.32% |
$463K - $650K
|
352K
$18.9M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
6.32K+ 12.19% |
$366K - $513K
|
58.2K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.73KNew |
$332K - $465K
|
5.73K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.41K+ 213.29% |
$313K - $439K
|
7.95K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.11K+ 15.23% |
$296K - $415K
|
38.7K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.92K+ 1.39% |
$285K - $400K
|
358K
$19.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.98KNew |
$231K - $323K
|
3.98K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 26.17% |
$206K - $288K
|
17.1K
$917K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.97K+ 7.67% |
$172K - $241K
|
41.7K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.83KNew |
$164K - $230K
|
2.83K
$152K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.39K+ 42.6% |
$80.7K - $113K
|
4.66K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.25K+ 36.04% |
$72.4K - $102K
|
4.72K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.16K+ 10.45% |
$67.2K - $94.2K
|
12.3K
$657K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$59.4K - $83.3K
|
1.03K
$55K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
745+ 1460.78% |
$43.1K - $60.5K
|
796
$42.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
605+ 1551.28% |
$35K - $49.1K
|
644
$34.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
581+ 4.18% |
$33.6K - $47.2K
|
14.5K
$776K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
476+ 10.66% |
$27.6K - $38.7K
|
4.94K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
350+ 5.79% |
$20.3K - $28.4K
|
6.39K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
304+ 3.53% |
$17.6K - $24.7K
|
8.91K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
294+ 5.79% |
$17K - $23.9K
|
5.37K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
213+ 3.34% |
$12.3K - $17.3K
|
6.59K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
204+ 0.27% |
$11.8K - $16.6K
|
76.7K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
204+ 2.44% |
$11.8K - $16.6K
|
8.57K
$459K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
155New |
$8.98K - $12.6K
|
155
$8.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
118+ 1.16% |
$6.83K - $9.58K
|
10.3K
$550K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
101+ 20.95% |
$5.85K - $8.2K
|
583
$31.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99New |
$5.73K - $8.04K
|
99
$5.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90+ 8.74% |
$5.21K - $7.31K
|
1.12K
$60K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
82New |
$4.75K - $6.66K
|
82
$4.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 77.14% |
$4.69K - $6.58K
|
186
$9.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 20.45% |
$3.71K - $5.2K
|
377
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43New |
$2.49K - $3.49K
|
43
$2.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
40+ 1.04% |
$2.32K - $3.25K
|
3.87K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39+ 125.81% |
$2.26K - $3.17K
|
70
$3.75K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
26New |
$1.51K - $2.11K
|
26
$1.39K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$1.51K - $2.11K
|
26
$1.39K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.45K - $2.03K
|
25
$1.34K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
16New |
$927 - $1.3K
|
16
$857
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 9.04% |
$927 - $1.3K
|
193
$10.3K
|