Purchases and Sales Made in Q2 2025 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q2 2025. 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 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
750KNew |
$36.7M - $47.3M
|
750K
$55.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
609K+ 1161.81% |
$29.8M - $38.4M
|
662K
$48.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
544K+ 6.55% |
$26.6M - $34.3M
|
8.85M
$651M
|
|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
501KNew |
$24.5M - $31.6M
|
501K
$36.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
424K+ 26.04% |
$20.7M - $26.7M
|
2.05M
$151M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
396K+ 61.44% |
$19.3M - $24.9M
|
1.04M
$76.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
259K+ 40.21% |
$12.7M - $16.3M
|
904K
$66.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
226K+ 20.51% |
$11M - $14.2M
|
1.33M
$97.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
186K+ 38.37% |
$9.1M - $11.7M
|
671K
$49.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
172K+ 37.04% |
$8.41M - $10.8M
|
637K
$46.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
168K+ 27.35% |
$8.22M - $10.6M
|
783K
$57.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
159K+ 46.37% |
$7.77M - $10M
|
502K
$37M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
151KNew |
$7.37M - $9.5M
|
151K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
138K+ 4.68% |
$6.73M - $8.68M
|
3.08M
$227M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 6.01% |
$6.64M - $8.56M
|
2.4M
$176M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
132K+ 41.37% |
$6.47M - $8.34M
|
453K
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
126KNew |
$6.16M - $7.95M
|
126K
$9.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
112K+ 4.11% |
$5.49M - $7.07M
|
2.85M
$209M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 10.57% |
$4.95M - $6.39M
|
1.06M
$78M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
97KNew |
$4.74M - $6.11M
|
97K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
94.7K+ 138.45% |
$4.63M - $5.97M
|
163K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
89.1K+ 3.21% |
$4.36M - $5.62M
|
2.86M
$211M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.3K+ 32.82% |
$4.07M - $5.24M
|
337K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
81.4K+ 48.11% |
$3.98M - $5.13M
|
251K
$18.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
80.4K+ 70.01% |
$3.93M - $5.07M
|
195K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
78.8K+ 15.97% |
$3.85M - $4.96M
|
572K
$42.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
78.6K+ 1277.06% |
$3.84M - $4.95M
|
84.7K
$6.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
63.4KNew |
$3.1M - $3.99M
|
63.4K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
51.5K+ 331.21% |
$2.52M - $3.24M
|
67K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.9K+ 8.61% |
$2.44M - $3.15M
|
630K
$46.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.1KNew |
$2.3M - $2.97M
|
47.1K
$3.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
44.8K+ 183.91% |
$2.19M - $2.82M
|
69.2K
$5.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
42.6K+ 28.77% |
$2.08M - $2.68M
|
191K
$14M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
37.8KNew |
$1.85M - $2.38M
|
37.8K
$2.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 5.55% |
$1.84M - $2.38M
|
717K
$52.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
36.5K+ 17.41% |
$1.78M - $2.3M
|
246K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.3KNew |
$1.68M - $2.16M
|
34.3K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
32.6KNew |
$1.59M - $2.05M
|
32.6K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32.4K+ 85.97% |
$1.58M - $2.04M
|
70.1K
$5.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
31.5K+ 7.4% |
$1.54M - $1.99M
|
458K
$33.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
31.1KNew |
$1.52M - $1.96M
|
31.1K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
31.1K+ 2.46% |
$1.52M - $1.96M
|
1.3M
$95.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
30.6K+ 23.03% |
$1.5M - $1.93M
|
164K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
29.2K+ 251.1% |
$1.43M - $1.84M
|
40.8K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
29.1K+ 13.01% |
$1.42M - $1.83M
|
253K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.8K+ 263.73% |
$1.26M - $1.63M
|
35.6K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 6.79% |
$1.19M - $1.53M
|
382K
$28.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
22.6KNew |
$1.1M - $1.42M
|
22.6K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
22.3K+ 11.6% |
$1.09M - $1.4M
|
214K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
18K+ 9.29% |
$877K - $1.13M
|
211K
$15.5M
|