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 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
442+ 45.47% |
$21.6K - $27.8K
|
1.41K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
421+ 7.84% |
$20.6K - $26.5K
|
5.79K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
383+ 5.31% |
$18.7K - $24.1K
|
7.59K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
359+ 1.77% |
$17.5K - $22.6K
|
20.6K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
358New |
$17.5K - $22.6K
|
358
$26.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 2.22% |
$15.3K - $19.7K
|
14.4K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
298+ 10.13% |
$14.6K - $18.8K
|
3.24K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
282+ 89.52% |
$13.8K - $17.8K
|
597
$43.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
279+ 5.5% |
$13.6K - $17.6K
|
5.35K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
262+ 0.34% |
$12.8K - $16.5K
|
76.9K
$5.66M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
250+ 1.65% |
$12.2K - $15.7K
|
15.4K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
247+ 2.88% |
$12.1K - $15.6K
|
8.81K
$649K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
229+ 5725.0% |
$11.2K - $14.4K
|
233
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
209+ 0.3% |
$10.2K - $13.2K
|
69.2K
$5.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
199New |
$9.72K - $12.5K
|
199
$14.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
188+ 2.94% |
$9.19K - $11.8K
|
6.58K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
168+ 3.03% |
$8.21K - $10.6K
|
5.7K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
165+ 126.92% |
$8.06K - $10.4K
|
295
$21.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 19.22% |
$7.48K - $9.64K
|
949
$69.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
145+ 3.36% |
$7.08K - $9.13K
|
4.46K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
130+ 42.21% |
$6.35K - $8.19K
|
438
$32.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
127New |
$6.21K - $8K
|
127
$9.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122+ 59.51% |
$5.96K - $7.68K
|
327
$24.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
115+ 1.29% |
$5.62K - $7.24K
|
9.02K
$664K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
105+ 140.0% |
$5.13K - $6.61K
|
180
$13.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
103New |
$5.03K - $6.49K
|
103
$7.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
103New |
$5.03K - $6.49K
|
103
$7.58K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$4.89K - $6.3K
|
100
$7.36K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
95+ 135.71% |
$4.64K - $5.98K
|
165
$12.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
95+ 1.34% |
$4.64K - $5.98K
|
7.16K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
92+ 224.39% |
$4.5K - $5.8K
|
133
$9.79K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
89New |
$4.35K - $5.61K
|
89
$6.55K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
82+ 1025.0% |
$4.01K - $5.17K
|
90
$6.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
81+ 0.79% |
$3.96K - $5.1K
|
10.4K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
74+ 1.85% |
$3.62K - $4.66K
|
4.07K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68+ 272.0% |
$3.32K - $4.28K
|
93
$6.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 38.1% |
$1.95K - $2.52K
|
145
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 51.32% |
$1.91K - $2.46K
|
115
$8.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
38+ 30.4% |
$1.86K - $2.39K
|
163
$12K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.51K - $1.95K
|
31
$2.28K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 15.82% |
$1.37K - $1.76K
|
205
$15.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 14.51% |
$1.37K - $1.76K
|
221
$16.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 168.75% |
$1.32K - $1.7K
|
43
$3.16K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
27+ 0.7% |
$1.32K - $1.7K
|
3.9K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
26+ 2.48% |
$1.27K - $1.64K
|
1.07K
$79K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
24New |
$1.17K - $1.51K
|
24
$1.77K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
21+ 28.0% |
$1.03K - $1.32K
|
96
$7.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18New |
$879 - $1.13K
|
18
$1.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 3.88% |
$489 - $630
|
268
$19.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$489 - $630
|
10
$736
|