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
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.88K- 5.99% |
$283K - $396K
|
76.7K
$5.04M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5K- 12.7% |
$289K - $406K
|
34.3K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-6.2K- 7.14% |
$359K - $504K
|
80.6K
$5.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6.28K- 35.29% |
$364K - $510K
|
11.5K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-6.44K- 7.5% |
$373K - $523K
|
79.4K
$5.23M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-6.52K- 3.71% |
$377K - $529K
|
169K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.57K- 46.13% |
$381K - $534K
|
7.67K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-8.81K- 24.1% |
$510K - $715K
|
27.7K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-10.9K- 7.59% |
$633K - $887K
|
133K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-13.7K- 68.95% |
$791K - $1.11M
|
6.15K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-14K- 3.18% |
$811K - $1.14M
|
426K
$28M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-15.2K- 12.85% |
$880K - $1.23M
|
103K
$6.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-18.8K- 99.6% |
$1.09M - $1.53M
|
75
$4.94K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25.1K- 7.28% |
$1.46M - $2.04M
|
320K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-27.7K- 30.2% |
$1.6M - $2.25M
|
63.9K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.3K- 5.88% |
$2.1M - $2.94M
|
580K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-38.2K- 63.25% |
$2.21M - $3.11M
|
22.2K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52.5K- 27.14% |
$3.04M - $4.26M
|
141K
$9.27M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-62.6K- 8.86% |
$3.63M - $5.09M
|
645K
$42.4M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-85.6K- 3.0% |
$4.96M - $6.95M
|
2.77M
$182M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-93.6K- 98.29% |
$5.42M - $7.6M
|
1.63K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-98K- 72.62% |
$5.67M - $7.95M
|
36.9K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-118K- 95.39% |
$6.84M - $9.59M
|
5.72K
$376K
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-126K- 3.42% |
$7.27M - $10.2M
|
3.54M
$233M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-135K- 47.69% |
$7.82M - $11M
|
148K
$9.75M
|
|
|
May 14, 2025
Q1 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-145K- 55.82% |
$8.41M - $11.8M
|
115K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-156K- 70.08% |
$9.01M - $12.6M
|
66.4K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-177K- 2.5% |
$10.3M - $14.4M
|
6.92M
$455M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-203K- 15.53% |
$11.7M - $16.5M
|
1.1M
$72.5M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-249K- 27.88% |
$14.4M - $20.2M
|
645K
$42.4M
|
|
|
May 14, 2025
Q1 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-581K- 29.09% |
$33.7M - $47.2M
|
1.42M
$93.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-689K- 89.63% |
$39.9M - $56M
|
79.8K
$5.25M
|