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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.8K+ 9.89% |
$95.8K - $130K
|
31.1K
$2.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.4K+ 25.52% |
$82.1K - $112K
|
11.8K
$924K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.31K+ 121.34% |
$79.2K - $108K
|
4.22K
$330K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.06K+ 0.51% |
$70.4K - $95.8K
|
405K
$31.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.97K+ 143.03% |
$67.4K - $91.7K
|
3.35K
$262K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.79K+ 4.81% |
$61.3K - $83.3K
|
39K
$3.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.73K+ 5.16% |
$59.2K - $80.5K
|
35.3K
$2.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.65K+ 3.02% |
$56.6K - $77K
|
56.4K
$4.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
1.64K+ 0.75% |
$56.1K - $76.3K
|
220K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.32K+ 5.37% |
$45.2K - $61.4K
|
25.9K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.3K+ 0.94% |
$44.5K - $60.5K
|
139K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.19K+ 14.54% |
$40.9K - $55.6K
|
9.41K
$736K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
761+ 6.52% |
$26K - $35.4K
|
12.4K
$974K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
574New |
$19.6K - $26.7K
|
574
$44.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
467+ 1.51% |
$16K - $21.7K
|
31.3K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
461+ 6.58% |
$15.8K - $21.5K
|
7.46K
$584K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
430+ 31.18% |
$14.7K - $20K
|
1.81K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
420+ 8.23% |
$14.4K - $19.5K
|
5.52K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
394+ 7.0% |
$13.5K - $18.3K
|
6.02K
$471K
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
378+ 2.42% |
$12.9K - $17.6K
|
16K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
373+ 7.11% |
$12.8K - $17.4K
|
5.62K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
311+ 0.59% |
$10.6K - $14.5K
|
52.9K
$4.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
273+ 35.36% |
$9.34K - $12.7K
|
1.05K
$81.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
273+ 8.07% |
$9.34K - $12.7K
|
3.66K
$286K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$7.29K - $9.91K
|
213
$16.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
201+ 9.49% |
$6.88K - $9.35K
|
2.32K
$182K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
190+ 3.64% |
$6.5K - $8.84K
|
5.41K
$424K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
128New |
$4.38K - $5.96K
|
128
$10K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
122+ 1.92% |
$4.17K - $5.68K
|
6.49K
$508K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
65+ 45.14% |
$2.22K - $3.02K
|
209
$16.4K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
50+ 10.99% |
$1.71K - $2.33K
|
505
$39.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
49+ 108.89% |
$1.68K - $2.28K
|
94
$7.36K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.54K - $2.09K
|
45
$3.52K
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
44+ 0.09% |
$1.51K - $2.05K
|
49.1K
$3.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43New |
$1.47K - $2K
|
43
$3.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43+ 0.18% |
$1.47K - $2K
|
23.4K
$1.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29New |
$992 - $1.35K
|
29
$2.27K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 42.19% |
$924 - $1.26K
|
91
$7.12K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 210.0% |
$719 - $977
|
31
$2.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 1.4% |
$582 - $791
|
1.23K
$96.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$513 - $698
|
15
$1.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14New |
$479 - $651
|
14
$1.1K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$479 - $651
|
14
$1.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 2.06% |
$205 - $279
|
297
$23.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.1% |
$205 - $279
|
5.77K
$451K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.98% |
$205 - $279
|
620
$48.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$137 - $186
|
4
$313
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.1% |
$68.4 - $93.1
|
184
$14.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$34.2 - $46.5
|
9
$705
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$34.2 - $46.5
|
9
$705
|