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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-786- 70.18% |
$38.4K - $49.5K
|
334
$24.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-857- 8.25% |
$41.9K - $54K
|
9.53K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-944- 0.67% |
$46.1K - $59.5K
|
140K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-967- 20.5% |
$47.2K - $60.9K
|
3.75K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-972- 3.43% |
$47.5K - $61.2K
|
27.4K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-975- 6.87% |
$47.6K - $61.4K
|
13.2K
$972K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.02K- 33.61% |
$49.8K - $64.2K
|
2.02K
$148K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 24.92% |
$56.8K - $73.2K
|
3.5K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 1.95% |
$61.1K - $78.7K
|
62.7K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.35K- 3.2% |
$65.7K - $84.7K
|
40.7K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.39K- 6.47% |
$68K - $87.6K
|
20.1K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.59K- 23.45% |
$77.7K - $100K
|
5.19K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.63K- 76.38% |
$79.5K - $102K
|
503
$37K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.71K- 14.18% |
$83.5K - $108K
|
10.3K
$761K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.78K- 4.77% |
$86.8K - $112K
|
35.4K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.95K- 32.54% |
$95.1K - $123K
|
4.03K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.58K- 37.41% |
$126K - $162K
|
4.32K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 5.43% |
$127K - $164K
|
45.2K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.18K- 5.14% |
$156K - $200K
|
58.7K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.22K- 0.91% |
$157K - $203K
|
350K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.24K- 6.42% |
$158K - $204K
|
47.1K
$3.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.65K- 13.0% |
$179K - $230K
|
24.5K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.13K- 9.9% |
$202K - $260K
|
37.6K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.64K- 40.24% |
$226K - $292K
|
6.88K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Heard Capital LLC
Chicago, IL |
SELL
|
- |
-5K- 0.54% |
$244K - $315K
|
920K
$67.7M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5.3K- 9.28% |
$259K - $334K
|
51.8K
$3.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.85K- 18.05% |
$286K - $369K
|
26.6K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-6.52K- 41.57% |
$319K - $411K
|
9.16K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.64K- 24.39% |
$324K - $418K
|
20.6K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-7.6K- 4.82% |
$371K - $479K
|
150K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.48K- 21.97% |
$414K - $534K
|
30.1K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-10.8K- 2.54% |
$529K - $681K
|
415K
$30.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-11.8K- 28.76% |
$577K - $744K
|
29.3K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-12.6K- 46.43% |
$615K - $793K
|
14.5K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16.1K- 86.36% |
$785K - $1.01M
|
2.54K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-16.3K- 79.01% |
$795K - $1.03M
|
4.33K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-17K- 55.27% |
$832K - $1.07M
|
13.8K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17.9K- 64.44% |
$874K - $1.13M
|
9.87K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-17.9K- 5.35% |
$877K - $1.13M
|
317K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-19K- 44.12% |
$929K - $1.2M
|
24.1K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-19.9K- 20.51% |
$971K - $1.25M
|
77.1K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.1K- 2.09% |
$982K - $1.27M
|
940K
$69.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.6K- 31.41% |
$1.1M - $1.42M
|
49.4K
$3.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-22.6K- 70.62% |
$1.11M - $1.43M
|
9.42K
$693K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-23.5K- 22.8% |
$1.15M - $1.48M
|
79.6K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-23.5K- 5.52% |
$1.15M - $1.48M
|
402K
$29.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24K- 8.19% |
$1.17M - $1.51M
|
269K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-26.9K- 72.71% |
$1.31M - $1.69M
|
10.1K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27.8K- 67.61% |
$1.36M - $1.75M
|
13.3K
$980K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-28.6K- 95.66% |
$1.4M - $1.8M
|
1.3K
$95.5K
|