Purchases and Sales Made in Q2 2022 in Moelis & CO (MC)

MC Quotes by TradingView

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 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-5
- 5.15%
$191 - $240
92 $5.57K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
SELL
 -
-10
- 5.56%
$382 - $480
170 $10.3K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-14
- 50.0%
$535 - $672
14 $847
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-14
- 6.51%
$535 - $672
201 $12.2K
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-16
Closed
$611 - $768
0 $0
Aug 04, 2022 Q2 2022
Glassman Wealth Services

SELL
 -
-22
- 88.0%
$840 - $1.06K
3 $182
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-25
- 0.17%
$955 - $1.2K
14.5K $876K
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

SELL
 -
-41
- 18.89%
$1.57K - $1.97K
176 $10.6K
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-54
- 0.22%
$2.06K - $2.59K
25K $1.51M
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-58
Closed
$2.21K - $2.78K
0 $0
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

SELL
 -
-91
Closed
$3.47K - $4.37K
0 $0
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-94
Closed
$3.59K - $4.51K
0 $0
Aug 02, 2022 Q2 2022
Clear Street Markets LLC

SELL
 -
-100
Closed
$3.82K - $4.8K
0 $0
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-146
- 2.35%
$5.57K - $7.01K
6.06K $366K
Nov 13, 2023 Q2 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-161
Closed
$6.15K - $7.73K
0 $0
Aug 12, 2022 Q2 2022
American International Group, Inc.

New York, NY
SELL
 -
-189
- 0.62%
$7.22K - $9.07K
30.2K $1.83M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-200
Closed
$7.64K - $9.6K
0 $0
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

SELL
 -
-200
Closed
$7.64K - $9.6K
0 $0
Aug 16, 2022 Q2 2022
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-211
Closed
$8.06K - $10.1K
0 $0
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-215
Closed
$8.21K - $10.3K
0 $0
Aug 12, 2022 Q2 2022
Pitcairn CO

Jenkintown, PA
SELL
 -
-251
- 3.39%
$9.58K - $12K
7.14K $432K
Aug 08, 2022 Q2 2022
Hancock Whitney Corp

SELL
 -
-271
- 3.61%
$10.3K - $13K
7.24K $438K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-300
- 37.5%
$11.5K - $14.4K
500 $30.3K
Jul 25, 2022 Q2 2022
Btc Capital Management, Inc.

SELL
 -
-311
- 4.64%
$11.9K - $14.9K
6.4K $387K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-325
Closed
$12.4K - $15.6K
0 $0
Jul 27, 2022 Q2 2022
Curated Wealth Partners LLC

SELL
 -
-401
- 5.57%
$15.3K - $19.2K
6.8K $411K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-414
Closed
$15.8K - $19.9K
0 $0
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-423
Closed
$16.2K - $20.3K
0 $0
Aug 10, 2022 Q2 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-482
- 0.96%
$18.4K - $23.1K
49.9K $3.02M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-496
- 0.09%
$18.9K - $23.8K
556K $33.6M
Aug 09, 2022 Q2 2022
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-521
- 6.36%
$19.9K - $25K
7.68K $464K
Aug 09, 2022 Q2 2022
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
SELL
 -
-735
- 9.02%
$28.1K - $35.3K
7.41K $448K
Aug 09, 2022 Q2 2022
Mondrian Investment Partners LTD

London, X0
SELL
 -
-752
Closed
$28.7K - $36.1K
0 $0
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-844
- 15.22%
$32.2K - $40.5K
4.7K $284K
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-1.01K
- 10.92%
$38.4K - $48.3K
8.21K $496K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.11K
- 14.86%
$42.4K - $53.3K
6.37K $385K
Aug 10, 2022 Q2 2022
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-1.23K
- 1.82%
$46.9K - $59K
66.5K $4.02M
Aug 15, 2022 Q2 2022
Capital Impact Advisors, LLC

Boston, MA
SELL
 -
-1.37K
- 15.38%
$52.2K - $65.6K
7.52K $455K
Aug 22, 2022 Q2 2022
City State Bank

Norwalk, IA
SELL
 -
-1.6K
- 57.14%
$61.1K - $76.8K
1.2K $72.6K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.62K
- 1.55%
$61.7K - $77.6K
102K $6.19M
Aug 03, 2022 Q2 2022
Van Eck Associates Corp

SELL
 -
-1.69K
Closed
$64.6K - $81.2K
0 $0
Aug 11, 2022 Q2 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-1.87K
- 1.03%
$71.2K - $89.5K
179K $10.8M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

SELL
 -
-2.25K
Closed
$86K - $108K
0 $0
Aug 09, 2022 Q2 2022
Teacher Retirement System Of Texas

Austin, TX
SELL
 -
-2.59K
- 20.6%
$98.8K - $124K
9.98K $604K
Jul 14, 2022 Q2 2022
Peak Financial Advisors LLC

SELL
 -
-2.66K
- 24.58%
$102K - $128K
8.16K $493K
Aug 15, 2022 Q2 2022
Center Book Partners LP

Greenwich, CT
SELL
 -
-2.67K
- 7.76%
$102K - $128K
31.7K $1.92M
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-2.98K
- 4.95%
$114K - $143K
57.2K $3.46M
Aug 15, 2022 Q2 2022
State Of Wyoming

Cheyenne, WY
SELL
 -
-3.14K
- 88.18%
$120K - $151K
421 $25.5K
Aug 15, 2022 Q2 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-3.46K
- 4.79%
$132K - $166K
68.8K $4.16M

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