Purchases and Sales Made in Q2 2023 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q2 2023. 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, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20.7KNew |
$708K - $963K
|
20.7K
$1.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
19.3KNew |
$660K - $898K
|
19.3K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.2K+ 227.39% |
$658K - $894K
|
27.7K
$2.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.1K+ 123.94% |
$655K - $891K
|
34.6K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$634K - $862K
|
18.5K
$1.43M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
17.5KNew |
$599K - $814K
|
17.5K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.4K+ 1.61% |
$597K - $811K
|
1.1M
$85.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15.4K+ 31.41% |
$527K - $716K
|
64.4K
$4.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.7K+ 14.62% |
$504K - $686K
|
116K
$8.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
14.4K+ 23.46% |
$493K - $671K
|
75.9K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.6K+ 37.67% |
$432K - $588K
|
46.2K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.4K+ 48.69% |
$424K - $576K
|
37.8K
$2.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
11.8KNew |
$402K - $547K
|
11.8K
$909K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$389K - $530K
|
11.4K
$880K
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
10.5K+ 19.98% |
$361K - $490K
|
63.3K
$4.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.5K+ 30.08% |
$360K - $489K
|
45.5K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.67K+ 7.5% |
$297K - $404K
|
124K
$9.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.34K+ 15.43% |
$285K - $388K
|
62.4K
$4.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.53KNew |
$258K - $350K
|
7.53K
$582K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.39K+ 34.5% |
$253K - $344K
|
28.8K
$2.23M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.38K+ 60.87% |
$253K - $344K
|
19.5K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.17K+ 29.98% |
$245K - $333K
|
31.1K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.92KNew |
$237K - $322K
|
6.92K
$535K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.77KNew |
$232K - $315K
|
6.77K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.42K+ 33.03% |
$220K - $299K
|
25.8K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.04KNew |
$207K - $281K
|
6.04K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.81KNew |
$199K - $270K
|
5.81K
$449K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.76K+ 12.13% |
$197K - $268K
|
53.2K
$4.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
5.43KNew |
$186K - $252K
|
5.43K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.41KNew |
$185K - $251K
|
5.41K
$418K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.38KNew |
$184K - $250K
|
5.38K
$416K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
5.37KNew |
$184K - $250K
|
5.37K
$416K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
5.11K+ 16.62% |
$175K - $238K
|
35.9K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.97KNew |
$170K - $231K
|
4.97K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.94K+ 35.18% |
$169K - $230K
|
19K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.89KNew |
$167K - $228K
|
4.89K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.84KNew |
$166K - $225K
|
4.84K
$375K
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
4.8KNew |
$164K - $223K
|
4.8K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.77KNew |
$163K - $222K
|
4.77K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.75KNew |
$163K - $221K
|
4.75K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
4.75K+ 4.43% |
$162K - $221K
|
112K
$8.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.69KNew |
$160K - $218K
|
4.69K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.59KNew |
$157K - $213K
|
4.59K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.51KNew |
$154K - $210K
|
4.51K
$349K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.33K+ 8.9% |
$148K - $201K
|
53K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.23K+ 14.14% |
$145K - $197K
|
34.2K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.92K+ 2.33% |
$134K - $182K
|
172K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
3.81K+ 2.24% |
$130K - $177K
|
174K
$13.4M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
3.14K+ 188.57% |
$107K - $146K
|
4.8K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.93K+ 39.05% |
$100K - $136K
|
10.4K
$807K
|