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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.1K+ 8.33% |
$788K - $1.02M
|
210K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.7K+ 5.41% |
$768K - $990K
|
306K
$22.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15.6K+ 4.42% |
$761K - $981K
|
368K
$27.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.6K+ 261.41% |
$714K - $920K
|
20.2K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
13.7K+ 17.26% |
$670K - $864K
|
93.1K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 20.01% |
$654K - $843K
|
80.3K
$5.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
13.3K+ 16.45% |
$648K - $835K
|
93.9K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
13.2K+ 59.36% |
$644K - $831K
|
35.4K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.9K+ 16.9% |
$630K - $812K
|
89.2K
$6.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11.6KNew |
$565K - $728K
|
11.6K
$851K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.2K+ 13682.93% |
$548K - $707K
|
11.3K
$832K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.98K+ 17.35% |
$488K - $629K
|
67.5K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.49K+ 31.12% |
$464K - $598K
|
40K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.86KNew |
$433K - $558K
|
8.86K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.4K+ 17.23% |
$410K - $529K
|
57.1K
$4.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
8.28K+ 11.47% |
$405K - $522K
|
80.5K
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.91K+ 18.47% |
$386K - $498K
|
50.7K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.9KNew |
$386K - $497K
|
7.9K
$581K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.89KNew |
$385K - $497K
|
7.89K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
7.73K+ 46.86% |
$378K - $487K
|
24.2K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
7.47K+ 0.53% |
$365K - $470K
|
1.42M
$105M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.27KNew |
$355K - $458K
|
7.27K
$535K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.1K+ 19.45% |
$347K - $447K
|
43.6K
$3.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
6.85KNew |
$334K - $431K
|
6.85K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6.64K+ 39.74% |
$324K - $418K
|
23.3K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.44K+ 0.75% |
$315K - $405K
|
865K
$63.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.2KNew |
$303K - $391K
|
6.2K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
6.07KNew |
$296K - $382K
|
6.07K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.87K+ 6.87% |
$287K - $369K
|
91.2K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.83KNew |
$285K - $367K
|
5.83K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.82K+ 21.18% |
$284K - $367K
|
33.3K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.71K+ 57.87% |
$279K - $360K
|
15.6K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54KNew |
$271K - $349K
|
5.54K
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.43KNew |
$265K - $342K
|
5.43K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.32K+ 26.61% |
$260K - $335K
|
25.3K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.09K+ 13.01% |
$249K - $321K
|
44.2K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.83K+ 22.16% |
$236K - $304K
|
26.6K
$1.96M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.4K+ 300.68% |
$215K - $277K
|
5.86K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.38K+ 220.43% |
$214K - $276K
|
6.37K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.32K+ 9.43% |
$211K - $272K
|
50.2K
$3.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.99KNew |
$195K - $251K
|
3.99K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.95KNew |
$193K - $249K
|
3.95K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.94K+ 10.47% |
$192K - $248K
|
41.6K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.82K+ 22.34% |
$187K - $241K
|
20.9K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.66KNew |
$179K - $230K
|
3.66K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.63KNew |
$177K - $229K
|
3.63K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.63K+ 4.12% |
$177K - $228K
|
91.5K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.6K+ 17.43% |
$176K - $227K
|
24.3K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45KNew |
$169K - $217K
|
3.45K
$254K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.43K+ 52.04% |
$168K - $216K
|
10K
$737K
|