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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.43K+ 52.04% |
$168K - $216K
|
10K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
3.43KNew |
$167K - $216K
|
3.43K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.4K+ 8.3% |
$166K - $214K
|
44.3K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.32KNew |
$162K - $209K
|
3.32K
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$162K - $209K
|
3.32K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
3.13K+ 21.61% |
$153K - $197K
|
17.6K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.05KNew |
$149K - $192K
|
3.05K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.02K+ 32.62% |
$148K - $190K
|
12.3K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.99K+ 1919.23% |
$146K - $189K
|
3.15K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.89K+ 5355.56% |
$141K - $182K
|
2.95K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.69K+ 67.64% |
$132K - $170K
|
6.68K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.67K+ 20.44% |
$131K - $168K
|
15.8K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.6K+ 41.75% |
$127K - $164K
|
8.83K
$650K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.43K+ 13.3% |
$119K - $153K
|
20.7K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.31K+ 296.54% |
$113K - $146K
|
3.09K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.15K+ 12.75% |
$105K - $136K
|
19K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.05K+ 25.85% |
$100K - $129K
|
10K
$736K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.78K+ 1.84% |
$86.9K - $112K
|
98.5K
$7.25M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.7K+ 2.92% |
$83.1K - $107K
|
59.9K
$4.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.66K+ 6.22% |
$81.2K - $105K
|
28.4K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
1.59K+ 0.94% |
$77.6K - $100K
|
171K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.58K+ 7.74% |
$77.3K - $99.7K
|
22K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 4.52% |
$73.3K - $94.5K
|
34.7K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 18.88% |
$70.8K - $91.3K
|
9.12K
$671K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.38K+ 12.41% |
$67.4K - $86.9K
|
12.5K
$919K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
1.37K+ 20.42% |
$67.1K - $86.5K
|
8.1K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31K+ 15.04% |
$64.1K - $82.6K
|
10K
$738K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.29K+ 8.38% |
$63.2K - $81.4K
|
16.7K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.21K+ 5.89% |
$59.3K - $76.4K
|
21.8K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 8.27% |
$58.5K - $75.5K
|
15.7K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.14K+ 7.18% |
$55.9K - $72.1K
|
17.1K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.11K+ 2.36% |
$54.4K - $70.2K
|
48.3K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 21.19% |
$52K - $67.1K
|
6.09K
$448K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
900+ 4.41% |
$44K - $56.7K
|
21.3K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
891+ 4.43% |
$43.5K - $56.1K
|
21K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
883+ 18.4% |
$43.1K - $55.6K
|
5.68K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
827+ 14.23% |
$40.4K - $52.1K
|
6.64K
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
820New |
$40.1K - $51.7K
|
820
$60.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
800+ 4.95% |
$39.1K - $50.4K
|
17K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 5.76% |
$39.1K - $50.4K
|
14.7K
$1.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
760+ 4.91% |
$37.1K - $47.9K
|
16.2K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
741+ 6.53% |
$36.2K - $46.7K
|
12.1K
$890K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
683+ 1.77% |
$33.4K - $43K
|
39.4K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
680+ 73.75% |
$33.2K - $42.8K
|
1.6K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
646+ 3.51% |
$31.6K - $40.7K
|
19.1K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
566+ 4.35% |
$27.7K - $35.7K
|
13.6K
$998K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
513New |
$25.1K - $32.3K
|
513
$37.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
504+ 1.76% |
$24.6K - $31.7K
|
29.2K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
491+ 6.27% |
$24K - $30.9K
|
8.32K
$612K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465+ 6.73% |
$22.7K - $29.3K
|
7.38K
$543K
|