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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.82K- 5.75% |
$89.5K - $106K
|
29.9K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.83K- 3.7% |
$89.6K - $106K
|
47.5K
$3.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.9K- 30.16% |
$93.3K - $110K
|
4.4K
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.93K- 6.3% |
$94.7K - $112K
|
28.7K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.96K- 5.79% |
$96.1K - $113K
|
31.9K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.21K- 20.7% |
$108K - $128K
|
8.47K
$557K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.57K- 12.81% |
$126K - $149K
|
17.5K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.99K- 1.69% |
$147K - $173K
|
174K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.11K- 23.09% |
$153K - $180K
|
10.4K
$682K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-3.34K- 1.75% |
$164K - $193K
|
187K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.6K- 8.21% |
$177K - $208K
|
40.3K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.1K- 16.47% |
$201K - $237K
|
20.8K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.23K- 33.43% |
$208K - $245K
|
8.43K
$555K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.25K- 0.67% |
$209K - $246K
|
634K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.25K- 0.67% |
$209K - $246K
|
634K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.33K- 0.97% |
$261K - $309K
|
544K
$35.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 74.24% |
$275K - $324K
|
1.94K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.57K- 28.74% |
$322K - $381K
|
16.3K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.53K- 55.54% |
$370K - $436K
|
6.03K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-7.55K- 0.7% |
$370K - $437K
|
1.07M
$70.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.45K- 14.48% |
$415K - $489K
|
49.9K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-8.63K- 24.46% |
$423K - $500K
|
26.6K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.5K- 0.88% |
$466K - $550K
|
1.07M
$70.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9.9K- 29.91% |
$486K - $573K
|
23.2K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-10.8K- 39.09% |
$530K - $625K
|
16.8K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-12K- 43.65% |
$587K - $693K
|
15.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12K- 16.17% |
$590K - $697K
|
62.4K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-14K- 7.96% |
$689K - $813K
|
162K
$10.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-17.1K- 26.43% |
$838K - $989K
|
47.6K
$3.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-18.3K- 4.05% |
$900K - $1.06M
|
434K
$28.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-18.4K- 66.46% |
$904K - $1.07M
|
9.3K
$612K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-19K- 36.2% |
$932K - $1.1M
|
33.5K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-24.3K- 85.92% |
$1.19M - $1.41M
|
3.99K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-28.9K- 36.83% |
$1.42M - $1.67M
|
49.5K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-30.7K- 48.1% |
$1.51M - $1.78M
|
33.2K
$2.18M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.1K- 4.96% |
$1.62M - $1.92M
|
634K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-41.5K- 45.11% |
$2.04M - $2.4M
|
50.4K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.9K- 36.0% |
$2.15M - $2.54M
|
78K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-50.5K- 16.0% |
$2.48M - $2.93M
|
265K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-81.1K- 17.57% |
$3.98M - $4.7M
|
380K
$25M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-98.6K- 33.6% |
$4.84M - $5.71M
|
195K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-158K- 60.24% |
$7.75M - $9.15M
|
104K
$6.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-190K- 20.93% |
$9.32M - $11M
|
717K
$47.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-223K- 21.99% |
$11M - $12.9M
|
793K
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-244K- 14.63% |
$12M - $14.1M
|
1.42M
$93.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-259K- 97.71% |
$12.7M - $15M
|
6.06K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-524K- 47.24% |
$25.7M - $30.4M
|
585K
$38.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-627K- 19.45% |
$30.8M - $36.3M
|
2.6M
$171M
|