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 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$34.2 - $46.5
|
9
$545
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 6.9% |
$68.4 - $93.1
|
27
$1.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 2.17% |
$103 - $140
|
135
$8.17K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 4.41% |
$205 - $279
|
130
$7.87K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 4.41% |
$205 - $279
|
130
$7.87K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 21.62% |
$274 - $372
|
29
$1.75K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 14.12% |
$411 - $558
|
73
$4.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-18- 0.07% |
$616 - $838
|
27.1K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-29- 0.57% |
$992 - $1.35K
|
5.1K
$308K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 82.88% |
$4.14K - $5.63K
|
25
$1.51K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 10.48% |
$4.96K - $6.75K
|
1.24K
$74.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-160- 18.48% |
$5.48K - $7.44K
|
706
$42.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-190- 0.37% |
$6.5K - $8.84K
|
51.8K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-190- 0.37% |
$6.5K - $8.84K
|
51.8K
$3.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-251- 0.93% |
$8.59K - $11.7K
|
26.6K
$1.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-340- 0.8% |
$11.6K - $15.8K
|
42.3K
$2.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-349- 96.94% |
$11.9K - $16.2K
|
11
$666
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-432- 4.55% |
$14.8K - $20.1K
|
9.06K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-503- 1.5% |
$17.2K - $23.4K
|
33K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-536- 5.4% |
$18.3K - $24.9K
|
9.38K
$568K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-561- 3.03% |
$19.2K - $26.1K
|
18K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-624- 7.95% |
$21.4K - $29K
|
7.22K
$437K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-666- 1.83% |
$22.8K - $31K
|
35.8K
$2.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-797- 97.67% |
$27.3K - $37.1K
|
19
$1.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-892- 8.88% |
$30.5K - $41.5K
|
9.15K
$554K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 12.37% |
$35K - $47.6K
|
7.25K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.21K- 0.58% |
$41.5K - $56.4K
|
208K
$12.6M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.37K- 1.71% |
$46.7K - $63.6K
|
78.5K
$4.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.57K- 12.23% |
$53.7K - $73.1K
|
11.3K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-1.78K- 22.61% |
$60.9K - $82.8K
|
6.09K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2K- 15.89% |
$68.6K - $93.2K
|
10.6K
$642K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.01K- 15.94% |
$68.9K - $93.6K
|
10.6K
$642K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.17K- 15.72% |
$74.1K - $101K
|
11.6K
$703K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.28K- 31.99% |
$77.9K - $106K
|
4.84K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.46K- 22.3% |
$84.2K - $115K
|
8.58K
$519K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.06K- 5.79% |
$105K - $143K
|
49.8K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.6K- 1.35% |
$123K - $168K
|
264K
$15.9M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.12K- 66.45% |
$141K - $192K
|
2.08K
$126K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.12K- 66.45% |
$141K - $192K
|
2.08K
$126K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-4.44K- 1.63% |
$152K - $206K
|
268K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.44K- 7.73% |
$152K - $206K
|
53K
$3.2M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.65K- 7.76% |
$193K - $263K
|
67.1K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.71K- 37.5% |
$195K - $266K
|
9.52K
$576K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.85K- 6.92% |
$200K - $272K
|
78.7K
$4.76M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.85K- 6.92% |
$200K - $272K
|
78.7K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-5.91K- 9.68% |
$202K - $275K
|
55.2K
$3.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.07K- 92.46% |
$208K - $282K
|
495
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-6.3K- 55.45% |
$216K - $293K
|
5.06K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-7.7K- 1.72% |
$264K - $358K
|
440K
$26.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.25K- 43.55% |
$282K - $384K
|
10.7K
$647K
|