Purchases and Sales Made in Q2 2024 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q2 2024. 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 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
535+ 2.57% |
$26.3K - $31K
|
21.4K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
508+ 2.11% |
$24.9K - $29.4K
|
24.5K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
500+ 2.65% |
$24.5K - $29K
|
19.4K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
442+ 0.47% |
$21.7K - $25.6K
|
93.5K
$5.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
435+ 9.43% |
$21.3K - $25.2K
|
5.05K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
426+ 10.45% |
$20.9K - $24.7K
|
4.5K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
399+ 782.35% |
$19.6K - $23.1K
|
450
$26.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
367+ 18350.0% |
$18K - $21.3K
|
369
$21.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
345+ 1.88% |
$16.9K - $20K
|
18.7K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
325+ 3.3% |
$16K - $18.8K
|
10.2K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $17.4K
|
300
$17.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
257+ 3.85% |
$12.6K - $14.9K
|
6.92K
$401K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200New |
$9.82K - $11.6K
|
200
$11.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
193+ 63.49% |
$9.47K - $11.2K
|
497
$28.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
193+ 3.11% |
$9.47K - $11.2K
|
6.39K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
192+ 2.75% |
$9.42K - $11.1K
|
7.18K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
189New |
$9.28K - $10.9K
|
189
$10.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
188+ 1.37% |
$9.23K - $10.9K
|
13.9K
$803K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
170+ 215.19% |
$8.34K - $9.85K
|
249
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
160+ 0.34% |
$7.85K - $9.27K
|
47.1K
$2.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155New |
$7.61K - $8.98K
|
155
$8.98K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129+ 38.86% |
$6.33K - $7.47K
|
461
$26.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
112New |
$5.5K - $6.49K
|
112
$6.49K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110+ 1.21% |
$5.4K - $6.37K
|
9.23K
$534K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 31.27% |
$4.22K - $4.98K
|
361
$20.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 126.15% |
$4.02K - $4.75K
|
147
$8.51K
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
70+ 0.43% |
$3.44K - $4.05K
|
16.3K
$943K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 8.98% |
$2.9K - $3.42K
|
716
$41.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$2.8K - $3.3K
|
57
$3.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
54New |
$2.65K - $3.13K
|
54
$3.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49+ 0.02% |
$2.4K - $2.84K
|
237K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$2.21K - $2.61K
|
45
$2.61K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
44+ 32.35% |
$2.16K - $2.55K
|
180
$10.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
39+ 0.22% |
$1.91K - $2.26K
|
18.2K
$1.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 1.47% |
$1.67K - $1.97K
|
2.35K
$136K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
34+ 0.39% |
$1.67K - $1.97K
|
8.75K
$507K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.52K - $1.8K
|
31
$1.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24+ 16.9% |
$1.18K - $1.39K
|
166
$9.61K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$883 - $1.04K
|
18
$1.04K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
16+ 1.53% |
$785 - $927
|
1.06K
$61.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 16.67% |
$687 - $811
|
98
$5.68K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14+ 0.23% |
$687 - $811
|
6.2K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13+ 0.02% |
$638 - $753
|
56.8K
$3.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$491 - $579
|
10
$579
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.85% |
$344 - $405
|
828
$47.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$294 - $348
|
6.74K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.1% |
$294 - $348
|
6.04K
$350K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 14.71% |
$245 - $290
|
39
$2.26K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 3.48% |
$196 - $232
|
119
$6.89K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$196 - $232
|
4
$232
|