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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15+ 0.11% |
$768 - $866
|
13.7K
$795K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$512 - $577
|
10
$581
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 0.16% |
$410 - $462
|
5.16K
$300K
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4New |
$205 - $231
|
4
$232
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1New |
$51.2 - $57.7
|
1
$58.1
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9- 0.01% |
$461 - $520
|
64.6K
$3.75M
|
|
Aug 03, 2021
Q2 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10- 12.5% |
$512 - $577
|
70
$4.07K
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-12- 36.36% |
$615 - $693
|
21
$1.22K
|
|
Aug 16, 2021
Q2 2021
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-20- 0.15% |
$1.02K - $1.15K
|
13.4K
$778K
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-24- 2.73% |
$1.23K - $1.39K
|
855
$49.7K
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
SELL
|
- |
-35Closed |
$1.79K - $2.02K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37Closed |
$1.9K - $2.14K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55- 1.07% |
$2.82K - $3.18K
|
5.1K
$296K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-56Closed |
$2.87K - $3.23K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-71- 1.51% |
$3.64K - $4.1K
|
4.64K
$270K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-124Closed |
$6.35K - $7.16K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-125- 0.11% |
$6.4K - $7.22K
|
113K
$6.57M
|
|
Jul 09, 2021
Q2 2021
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-149- 0.33% |
$7.63K - $8.6K
|
44.8K
$2.6M
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-163- 17.91% |
$8.35K - $9.41K
|
747
$43.4K
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-175Closed |
$8.96K - $10.1K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-223- 0.22% |
$11.4K - $12.9K
|
101K
$5.84M
|
|
Aug 02, 2021
Q2 2021
|
Arizona State Retirement System
|
SELL
|
- |
-372- 2.3% |
$19.1K - $21.5K
|
15.8K
$916K
|
|
Aug 11, 2021
Q2 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-427- 7.58% |
$21.9K - $24.7K
|
5.2K
$302K
|
|
Aug 16, 2021
Q2 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-439- 1.9% |
$22.5K - $25.3K
|
22.6K
$1.31M
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-440Closed |
$22.5K - $25.4K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-540- 6.73% |
$27.7K - $31.2K
|
7.49K
$435K
|
|
Jul 30, 2021
Q2 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-657- 10.15% |
$33.7K - $37.9K
|
5.82K
$338K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-743- 9.34% |
$38.1K - $42.9K
|
7.22K
$419K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-806- 19.24% |
$41.3K - $46.5K
|
3.38K
$196K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 1.75% |
$61.8K - $69.7K
|
67.9K
$3.94M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 17.44% |
$65.9K - $74.2K
|
6.09K
$353K
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.7K- 10.75% |
$87.1K - $98.2K
|
14.1K
$820K
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-1.83K- 91.09% |
$93.8K - $106K
|
179
$10.4K
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-2.3K- 34.97% |
$118K - $133K
|
4.28K
$248K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.52K- 10.98% |
$129K - $145K
|
20.4K
$1.19M
|
|
Aug 13, 2021
Q2 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.59K- 61.62% |
$133K - $150K
|
1.61K
$93.7K
|
|
Aug 12, 2021
Q2 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.6K- 41.85% |
$133K - $150K
|
3.61K
$210K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.98K- 56.63% |
$152K - $172K
|
2.28K
$132K
|
|
Aug 10, 2021
Q2 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.41K- 18.2% |
$175K - $197K
|
15.3K
$889K
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.42K- 0.56% |
$175K - $198K
|
609K
$35.4M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-3.6KClosed |
$185K - $208K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.63K- 5.36% |
$186K - $209K
|
64K
$3.72M
|
|
Aug 13, 2021
Q2 2021
|
Bamco Inc
New York, NY |
SELL
|
- |
-4.07K- 0.37% |
$208K - $235K
|
1.1M
$63.9M
|
|
Aug 02, 2021
Q2 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.14KClosed |
$212K - $239K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.24K- 23.75% |
$217K - $245K
|
13.6K
$791K
|
|
Aug 11, 2021
Q2 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.36KClosed |
$223K - $252K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-4.96KClosed |
$254K - $286K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.46K- 18.97% |
$280K - $315K
|
23.3K
$1.36M
|
|
Aug 16, 2021
Q2 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-5.82K- 58.78% |
$298K - $336K
|
4.08K
$237K
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.04KClosed |
$309K - $349K
|
0
$0
|