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 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$196 - $232
|
3.53K
$205K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.33% |
$147 - $174
|
228
$13.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 2.5% |
$49.1 - $57.9
|
39
$2.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.76% |
$49.1 - $57.9
|
131
$7.59K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 30.0% |
$147 - $174
|
7
$405
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4- 0.09% |
$196 - $232
|
4.48K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-28- 2.02% |
$1.37K - $1.62K
|
1.36K
$78.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 1.87% |
$1.47K - $1.74K
|
1.57K
$91.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-46- 1.0% |
$2.26K - $2.66K
|
4.54K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-76- 1.77% |
$3.73K - $4.4K
|
4.21K
$244K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-76- 1.2% |
$3.73K - $4.4K
|
6.27K
$363K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-78- 28.26% |
$3.83K - $4.52K
|
198
$11.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-94- 2.21% |
$4.61K - $5.44K
|
4.15K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.38% |
$4.91K - $5.79K
|
26.3K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-125- 2.98% |
$6.14K - $7.24K
|
4.07K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-135- 3.15% |
$6.63K - $7.82K
|
4.15K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 8.27% |
$6.82K - $8.05K
|
1.54K
$89.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-146- 1.51% |
$7.17K - $8.46K
|
9.49K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-152- 1.61% |
$7.46K - $8.8K
|
9.28K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-157- 4.21% |
$7.71K - $9.09K
|
3.57K
$207K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-200- 3.36% |
$9.82K - $11.6K
|
5.76K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 43.38% |
$9.82K - $11.6K
|
261
$15.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-216- 5.63% |
$10.6K - $12.5K
|
3.62K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-254- 6.43% |
$12.5K - $14.7K
|
3.7K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-332- 0.33% |
$16.3K - $19.2K
|
99.9K
$5.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-343- 1.02% |
$16.8K - $19.9K
|
33.3K
$1.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-355- 5.7% |
$17.4K - $20.6K
|
5.87K
$340K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-390- 2.17% |
$19.1K - $22.6K
|
17.6K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.3% |
$19.6K - $23.2K
|
131K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-442- 5.68% |
$21.7K - $25.6K
|
7.34K
$425K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-474- 0.72% |
$23.3K - $27.5K
|
65.4K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-475- 1.21% |
$23.3K - $27.5K
|
38.9K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-502- 10.52% |
$24.6K - $29.1K
|
4.27K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-509- 0.64% |
$25K - $29.5K
|
78.8K
$4.56M
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-546- 3.03% |
$26.8K - $31.6K
|
17.5K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-715- 2.37% |
$35.1K - $41.4K
|
29.4K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-790- 0.78% |
$38.8K - $45.8K
|
101K
$5.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-818- 4.58% |
$40.1K - $47.4K
|
17K
$987K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-986- 22.45% |
$48.4K - $57.1K
|
3.41K
$197K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.02K- 2.21% |
$49.8K - $58.8K
|
45K
$2.61M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 2.06% |
$51.5K - $60.8K
|
49.8K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.12K- 8.64% |
$54.8K - $64.7K
|
11.8K
$684K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.2K- 1.95% |
$59K - $69.7K
|
60.5K
$3.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.21K- 16.57% |
$59.3K - $70K
|
6.08K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 15.56% |
$61.1K - $72.1K
|
6.76K
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 3.3% |
$63.9K - $75.4K
|
38.2K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.32K- 1.98% |
$64.7K - $76.4K
|
65.4K
$3.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.54K- 4.48% |
$75.7K - $89.3K
|
32.8K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.82K- 5.75% |
$89.5K - $106K
|
29.9K
$1.73M
|