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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 20.74% |
$98.2K - $138K
|
9.87K
$649K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$84.7K - $119K
|
1.46K
$96.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.39K+ 42.6% |
$80.7K - $113K
|
4.66K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.25K+ 36.04% |
$72.4K - $102K
|
4.72K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.16K+ 10.45% |
$67.2K - $94.2K
|
12.3K
$807K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.08K+ 5.54% |
$62.6K - $87.8K
|
20.6K
$1.36M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03K+ 125.67% |
$59.8K - $83.9K
|
1.86K
$122K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$59.4K - $83.3K
|
1.03K
$67.5K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 14.89% |
$58.9K - $82.6K
|
7.85K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1K+ 33.33% |
$57.9K - $81.2K
|
4K
$263K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
995New |
$57.6K - $80.8K
|
995
$65.5K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
852New |
$49.3K - $69.2K
|
852
$56.1K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
780New |
$45.2K - $63.3K
|
780
$51.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
752+ 9.44% |
$43.5K - $61.1K
|
8.72K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
751+ 1.45% |
$43.5K - $61K
|
52.4K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
746+ 2.05% |
$43.2K - $60.6K
|
37.2K
$2.45M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
745+ 1460.78% |
$43.1K - $60.5K
|
796
$52.4K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
724+ 23.36% |
$41.9K - $58.8K
|
3.82K
$252K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
710+ 4.01% |
$41.1K - $57.7K
|
18.4K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
623+ 9.9% |
$36.1K - $50.6K
|
6.91K
$455K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
605+ 1551.28% |
$35K - $49.1K
|
644
$42.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
581+ 4.18% |
$33.6K - $47.2K
|
14.5K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
556New |
$32.2K - $45.1K
|
556
$36.6K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
481+ 4.86% |
$27.9K - $39.1K
|
10.4K
$683K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
476+ 10.66% |
$27.6K - $38.7K
|
4.94K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
470+ 8.3% |
$27.2K - $38.2K
|
6.13K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
432+ 9.89% |
$25K - $35.1K
|
4.8K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
410+ 3.93% |
$23.7K - $33.3K
|
10.8K
$714K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
350+ 5.79% |
$20.3K - $28.4K
|
6.39K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
304+ 3.53% |
$17.6K - $24.7K
|
8.91K
$586K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
294+ 4.32% |
$17K - $23.9K
|
7.11K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
294+ 5.79% |
$17K - $23.9K
|
5.37K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
244+ 5.05% |
$14.1K - $19.8K
|
5.08K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
213+ 3.34% |
$12.3K - $17.3K
|
6.59K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
206New |
$11.9K - $16.7K
|
206
$13.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
204+ 2.44% |
$11.8K - $16.6K
|
8.57K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
204+ 20400.0% |
$11.8K - $16.6K
|
205
$13.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
204+ 0.27% |
$11.8K - $16.6K
|
76.7K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
198+ 6600.0% |
$11.5K - $16.1K
|
201
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
169New |
$9.79K - $13.7K
|
169
$11.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
155New |
$8.98K - $12.6K
|
155
$10.2K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
153+ 5100.0% |
$8.86K - $12.4K
|
156
$10.3K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
134+ 2.91% |
$7.76K - $10.9K
|
4.73K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125+ 65.79% |
$7.24K - $10.2K
|
315
$20.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
118+ 1.16% |
$6.83K - $9.58K
|
10.3K
$676K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
111+ 1.15% |
$6.43K - $9.01K
|
9.8K
$645K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
101+ 20.95% |
$5.85K - $8.2K
|
583
$38.4K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$5.79K - $8.12K
|
100
$6.58K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
99New |
$5.73K - $8.04K
|
99
$6.51K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 2.69% |
$5.5K - $7.71K
|
3.63K
$239K
|