Purchases and Sales Made in Q2 2021 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.31K+ 237.1% |
$118K - $133K
|
3.28K
$191K
|
|
Aug 05, 2021
Q2 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.26K+ 9.87% |
$116K - $130K
|
25.1K
$1.46M
|
|
Jul 19, 2021
Q2 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
2.23K+ 17.64% |
$114K - $129K
|
14.9K
$864K
|
|
Aug 16, 2021
Q2 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.19K+ 7.63% |
$112K - $127K
|
30.9K
$1.8M
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.87K+ 3.66% |
$95.9K - $108K
|
53.1K
$3.08M
|
|
Jul 26, 2021
Q2 2021
|
Strs Ohio
|
BUY
|
- |
1.8K+ 7.14% |
$92.2K - $104K
|
27K
$1.57M
|
|
Aug 13, 2021
Q2 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.77K+ 188.51% |
$90.8K - $102K
|
2.71K
$158K
|
|
Aug 13, 2021
Q2 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
1.75K+ 12.42% |
$89.8K - $101K
|
15.9K
$922K
|
|
Aug 10, 2021
Q2 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.7K+ 14.33% |
$87.1K - $98.1K
|
13.6K
$788K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.63K+ 13.04% |
$83.2K - $93.8K
|
14.1K
$818K
|
|
Aug 16, 2021
Q2 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.62K+ 86.82% |
$83K - $93.5K
|
3.49K
$202K
|
|
Aug 09, 2021
Q2 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.27KNew |
$64.9K - $73.2K
|
1.27K
$73.6K
|
|
Aug 03, 2021
Q2 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2K+ 11.37% |
$61.5K - $69.3K
|
11.8K
$682K
|
|
Aug 06, 2021
Q2 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.1K+ 0.87% |
$56.3K - $63.5K
|
128K
$7.43M
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.09KNew |
$55.8K - $62.9K
|
1.09K
$63.2K
|
|
Aug 05, 2021
Q2 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.09K+ 17.88% |
$55.6K - $62.6K
|
7.15K
$415K
|
|
Aug 16, 2021
Q2 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 2.94% |
$51.2K - $57.7K
|
35K
$2.03M
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
979+ 19.96% |
$50.1K - $56.5K
|
5.88K
$342K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
973+ 78.85% |
$49.8K - $56.2K
|
2.21K
$128K
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
930+ 18.08% |
$47.6K - $53.7K
|
6.08K
$353K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
786+ 4.84% |
$40.3K - $45.4K
|
17K
$989K
|
|
Jul 16, 2021
Q2 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
722+ 6.09% |
$37K - $41.7K
|
12.6K
$730K
|
|
Aug 11, 2021
Q2 2021
|
First Eagle Investment Management, LLC
|
BUY
|
- |
708New |
$36.3K - $40.9K
|
708
$41.1K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
677+ 61.66% |
$34.7K - $39.1K
|
1.78K
$103K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
579New |
$29.7K - $33.4K
|
579
$33.6K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
548+ 1.78% |
$28.1K - $31.6K
|
31.3K
$1.82M
|
|
Aug 10, 2021
Q2 2021
|
Winslow Asset Management Inc
|
BUY
|
- |
506+ 0.29% |
$25.9K - $29.2K
|
176K
$10.2M
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
450+ 0.66% |
$23K - $26K
|
68.9K
$4M
|
|
Aug 12, 2021
Q2 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
434+ 1.07% |
$22.2K - $25.1K
|
41.1K
$2.39M
|
|
Jul 30, 2021
Q2 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
420New |
$21.5K - $24.2K
|
420
$24.4K
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
371+ 8.38% |
$19K - $21.4K
|
4.8K
$279K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
280+ 35.0% |
$14.3K - $16.2K
|
1.08K
$62.7K
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
206+ 0.81% |
$10.6K - $11.9K
|
25.7K
$1.49M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
162New |
$8.3K - $9.35K
|
162
$9.41K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142New |
$7.27K - $8.2K
|
142
$8.25K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
136+ 2.45% |
$6.97K - $7.85K
|
5.69K
$330K
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
111+ 2.58% |
$5.69K - $6.41K
|
4.42K
$257K
|
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
107+ 5.96% |
$5.48K - $6.18K
|
1.9K
$110K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 76.47% |
$5.33K - $6K
|
240
$13.9K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.12K - $5.77K
|
100
$5.81K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96New |
$4.92K - $5.54K
|
96
$5.58K
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
89+ 0.18% |
$4.56K - $5.14K
|
49.1K
$2.85M
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
82+ 2.24% |
$4.2K - $4.73K
|
3.75K
$218K
|
|
Aug 06, 2021
Q2 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
79+ 0.58% |
$4.05K - $4.56K
|
13.8K
$802K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
74+ 101.37% |
$3.79K - $4.27K
|
147
$8.54K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
48New |
$2.46K - $2.77K
|
48
$2.79K
|
|
Aug 10, 2021
Q2 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
39+ 0.25% |
$2K - $2.25K
|
15.8K
$916K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
28New |
$1.43K - $1.62K
|
28
$1.63K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
26New |
$1.33K - $1.5K
|
26
$1.51K
|
|
Aug 11, 2021
Q2 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
17+ 0.42% |
$871 - $981
|
4.03K
$234K
|