Purchases and Sales Made in Q2 2022 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q2 2022. 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 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.42K+ 0.32% |
$54.2K - $68.2K
|
441K
$26.7M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 7.73% |
$52.4K - $65.9K
|
19.1K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.28K+ 28.28% |
$48.9K - $61.5K
|
5.82K
$352K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.24K+ 5.34% |
$47.5K - $59.7K
|
24.6K
$1.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 22.26% |
$44.1K - $55.4K
|
6.34K
$384K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07K+ 8.08% |
$40.9K - $51.5K
|
14.3K
$868K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.05KNew |
$40.1K - $50.4K
|
1.05K
$63.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
903+ 1.9% |
$34.5K - $43.3K
|
48.3K
$2.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
767+ 12.92% |
$29.3K - $36.8K
|
6.7K
$406K
|
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
BUY
|
- |
700+ 2.52% |
$26.7K - $33.6K
|
28.5K
$1.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
674+ 4.84% |
$25.7K - $32.4K
|
14.6K
$883K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
646+ 14.14% |
$24.7K - $31K
|
5.22K
$316K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
617New |
$23.6K - $29.6K
|
617
$37.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
608New |
$23.2K - $29.2K
|
608
$36.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
608+ 4.84% |
$23.2K - $29.2K
|
13.2K
$797K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
594+ 38.6% |
$22.7K - $28.5K
|
2.13K
$129K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
562New |
$21.5K - $27K
|
562
$34K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
513New |
$19.6K - $24.6K
|
513
$31K
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
511+ 15.11% |
$19.5K - $24.5K
|
3.89K
$236K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
445+ 2.7% |
$17K - $21.4K
|
16.9K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
392+ 0.02% |
$15K - $18.8K
|
1.63M
$98.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
372+ 4.22% |
$14.2K - $17.9K
|
9.18K
$555K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
327+ 3.75% |
$12.5K - $15.7K
|
9.05K
$548K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
266+ 149.44% |
$10.2K - $12.8K
|
444
$26.9K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
237New |
$9.05K - $11.4K
|
237
$14.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
237New |
$9.05K - $11.4K
|
237
$14.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
232New |
$8.86K - $11.1K
|
232
$14K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
216+ 2.13% |
$8.25K - $10.4K
|
10.4K
$627K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
210+ 3.74% |
$8.02K - $10.1K
|
5.82K
$352K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
210+ 153.28% |
$8.02K - $10.1K
|
347
$21K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
207New |
$7.9K - $9.94K
|
207
$12.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$7.64K - $9.6K
|
200
$12.1K
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
175+ 4.71% |
$6.68K - $8.4K
|
3.89K
$236K
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
175+ 4.71% |
$6.68K - $8.4K
|
3.89K
$236K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
127+ 2.23% |
$4.85K - $6.1K
|
5.83K
$353K
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
109+ 0.06% |
$4.16K - $5.23K
|
172K
$10.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
100New |
$3.82K - $4.8K
|
100
$6.05K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60+ 8.05% |
$2.29K - $2.88K
|
805
$48.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
13+ 162.5% |
$496 - $624
|
21
$1.27K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$458 - $576
|
12
$726
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
11New |
$420 - $528
|
11
$666
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9+ 0.11% |
$344 - $432
|
7.88K
$477K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$191 - $240
|
5
$303
|
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$153 - $192
|
11.3K
$684K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.77% |
$76.4 - $96
|
115
$6.96K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.89% |
$38.2 - $48
|
54
$3.27K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 22.22% |
$76.4 - $96
|
7
$424
|
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$76.4 - $96
|
18.6K
$1.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 6.45% |
$76.4 - $96
|
29
$1.75K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 2.9% |
$153 - $192
|
134
$8.11K
|