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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 16.67% |
$869 - $1.22K
|
105
$5.63K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$811 - $1.14K
|
14
$750
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.02% |
$116 - $162
|
12.6K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.72% |
$57.9 - $81.2
|
59
$3.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 44.44% |
$463 - $650
|
10
$536
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 1.24% |
$984 - $1.38K
|
1.36K
$72.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-29- 2.62% |
$1.68K - $2.35K
|
1.08K
$57.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 16.11% |
$1.97K - $2.76K
|
177
$9.48K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-55- 0.34% |
$3.19K - $4.47K
|
15.9K
$854K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 0.66% |
$5.79K - $8.12K
|
15.1K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-121- 32.61% |
$7.01K - $9.83K
|
250
$13.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-132- 1.57% |
$7.64K - $10.7K
|
8.29K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-172- 0.84% |
$9.96K - $14K
|
20.2K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-289- 56.78% |
$16.7K - $23.5K
|
220
$11.8K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-414- 0.68% |
$24K - $33.6K
|
60.3K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-460- 2.77% |
$26.6K - $37.4K
|
16.2K
$866K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-480- 2.16% |
$27.8K - $39K
|
21.8K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 4.92% |
$29K - $40.6K
|
9.67K
$518K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-508- 1.77% |
$29.4K - $41.2K
|
28.1K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-526- 2.55% |
$30.5K - $42.7K
|
20.1K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-528- 0.12% |
$30.6K - $42.9K
|
426K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-554- 2.03% |
$32.1K - $45K
|
26.7K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-630- 17.63% |
$36.5K - $51.2K
|
2.94K
$158K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-700- 4.07% |
$40.5K - $56.8K
|
16.5K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.64% |
$52.1K - $73.1K
|
33.2K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1K- 2.5% |
$58.1K - $81.5K
|
39.1K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.11K- 17.56% |
$64.2K - $90.1K
|
5.21K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.8K- 3.18% |
$104K - $146K
|
55K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.1K- 6.89% |
$122K - $170K
|
28.4K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.54K- 1.3% |
$147K - $207K
|
193K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.73K- 6.95% |
$158K - $221K
|
36.5K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.99K- 1.74% |
$173K - $243K
|
169K
$9.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.03K- 10.88% |
$176K - $246K
|
24.8K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.15K- 37.45% |
$182K - $256K
|
5.26K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6.28K- 35.29% |
$364K - $510K
|
11.5K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-6.44K- 7.5% |
$373K - $523K
|
79.4K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-8.81K- 24.1% |
$510K - $715K
|
27.7K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-14K- 3.18% |
$811K - $1.14M
|
426K
$22.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-18.8K- 99.6% |
$1.09M - $1.53M
|
75
$4.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-93.6K- 98.29% |
$5.42M - $7.6M
|
1.63K
$87.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-689K- 89.63% |
$39.9M - $56M
|
79.8K
$4.27M
|