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 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-121- 32.61% |
$7.01K - $9.83K
|
250
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128Closed |
$7.41K - $10.4K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-132- 1.57% |
$7.64K - $10.7K
|
8.29K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-146- 2.45% |
$8.45K - $11.9K
|
5.81K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-167- 4.01% |
$9.67K - $13.6K
|
4K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-172- 0.84% |
$9.96K - $14K
|
20.2K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-185- 2.5% |
$10.7K - $15K
|
7.21K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-263- 3.83% |
$15.2K - $21.4K
|
6.61K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-289- 56.78% |
$16.7K - $23.5K
|
220
$14.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-403- 6.79% |
$23.3K - $32.7K
|
5.54K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-412- 0.57% |
$23.9K - $33.5K
|
72.2K
$4.75M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-414- 0.68% |
$24K - $33.6K
|
60.3K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-460- 2.77% |
$26.6K - $37.4K
|
16.2K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-480- 2.16% |
$27.8K - $39K
|
21.8K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 4.92% |
$29K - $40.6K
|
9.67K
$636K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-508- 1.77% |
$29.4K - $41.2K
|
28.1K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-526- 2.55% |
$30.5K - $42.7K
|
20.1K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-528- 0.12% |
$30.6K - $42.9K
|
426K
$28.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-554- 2.03% |
$32.1K - $45K
|
26.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-572- 0.06% |
$33.1K - $46.4K
|
960K
$63.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-625- 2.5% |
$36.2K - $50.8K
|
24.4K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-630- 17.63% |
$36.5K - $51.2K
|
2.94K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-660- 0.77% |
$38.2K - $53.6K
|
85.3K
$5.62M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-675- 3.57% |
$39.1K - $54.8K
|
18.3K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-700- 4.07% |
$40.5K - $56.8K
|
16.5K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-765- 0.78% |
$44.3K - $62.1K
|
96.8K
$6.37M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-800- 5.44% |
$46.3K - $65K
|
13.9K
$915K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-883- 47.6% |
$51.1K - $71.7K
|
972
$64K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.64% |
$52.1K - $73.1K
|
33.2K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1K- 2.5% |
$58.1K - $81.5K
|
39.1K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.11K- 17.56% |
$64.2K - $90.1K
|
5.21K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.16K- 0.13% |
$67K - $93.9K
|
859K
$56.5M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.2K- 63.17% |
$69.3K - $97.2K
|
698
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.22K- 2.51% |
$70.5K - $98.8K
|
47.2K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.6K- 1.16% |
$92.7K - $130K
|
137K
$9M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.7K- 3.98% |
$98.2K - $138K
|
40.9K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.8K- 3.18% |
$104K - $146K
|
55K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.87K- 6.39% |
$109K - $152K
|
27.5K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.9K- 3.82% |
$110K - $154K
|
47.8K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.03K- 50.51% |
$117K - $165K
|
1.99K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.1K- 6.89% |
$122K - $170K
|
28.4K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.54K- 1.3% |
$147K - $207K
|
193K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.6K- 7.8% |
$151K - $211K
|
30.7K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.73K- 6.95% |
$158K - $221K
|
36.5K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.99K- 1.74% |
$173K - $243K
|
169K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.03K- 10.88% |
$176K - $246K
|
24.8K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.15K- 37.45% |
$182K - $256K
|
5.26K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.18K- 13.39% |
$184K - $258K
|
20.6K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.18K- 2.13% |
$242K - $339K
|
192K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.66K- 21.86% |
$270K - $378K
|
16.6K
$1.1M
|