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 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.8K- 13.83% |
$369K - $501K
|
67.1K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-11.9K- 22.88% |
$408K - $554K
|
40.2K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-12.6K- 27.47% |
$432K - $587K
|
33.3K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-13.6K- 20.21% |
$466K - $634K
|
53.8K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.9K- 7.42% |
$477K - $648K
|
174K
$13.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-14.9K- 85.52% |
$509K - $692K
|
2.52K
$195K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.7K- 24.89% |
$639K - $869K
|
56.4K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-22.7K- 89.02% |
$777K - $1.06M
|
2.8K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-28.1K- 19.62% |
$963K - $1.31M
|
115K
$8.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-29.2K- 16.55% |
$999K - $1.36M
|
147K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.9K- 50.09% |
$1.13M - $1.53M
|
32.8K
$2.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-48.6K- 15.05% |
$1.66M - $2.26M
|
275K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-51.3K- 83.36% |
$1.76M - $2.39M
|
10.2K
$792K
|
|
|
Aug 10, 2023
Q2 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-55.2K- 4.56% |
$1.89M - $2.57M
|
1.16M
$89.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-57.4K- 4.09% |
$1.96M - $2.67M
|
1.35M
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-60.5K- 55.64% |
$2.07M - $2.81M
|
48.2K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-71.8K- 74.43% |
$2.46M - $3.34M
|
24.7K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-77.5K- 17.31% |
$2.65M - $3.61M
|
370K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-83.2K- 14.6% |
$2.85M - $3.87M
|
487K
$37.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-91K- 78.0% |
$3.12M - $4.24M
|
25.7K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-134K- 3.78% |
$4.6M - $6.25M
|
3.42M
$265M
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-142K- 27.17% |
$4.86M - $6.61M
|
381K
$29.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-143K- 5.78% |
$4.89M - $6.66M
|
2.33M
$180M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-158K- 88.8% |
$5.42M - $7.37M
|
20K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-160K- 11.56% |
$5.47M - $7.43M
|
1.22M
$94.5M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-160K- 11.56% |
$5.47M - $7.43M
|
1.22M
$94.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-175K- 27.64% |
$6M - $8.15M
|
459K
$35.5M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-220K- 33.3% |
$7.51M - $10.2M
|
440K
$34M
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-275K- 6.05% |
$9.39M - $12.8M
|
4.26M
$330M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-435K- 18.88% |
$14.9M - $20.2M
|
1.87M
$145M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-574KClosed |
$19.6M - $26.7M
|
0
$0
|