Purchases and Sales Made in Q3 2022 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.88K+ 69.91% |
$333K - $472K
|
24K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.85K+ 79.83% |
$332K - $471K
|
22.2K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.94K+ 49.4% |
$302K - $427K
|
27K
$1.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.81KNew |
$297K - $421K
|
8.81K
$533K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.61K+ 29.04% |
$291K - $412K
|
38.3K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.83KNew |
$264K - $374K
|
7.83K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.77K+ 46.32% |
$262K - $371K
|
24.6K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.03KNew |
$237K - $336K
|
7.03K
$426K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.01KNew |
$237K - $335K
|
7.01K
$424K
|
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.87K+ 16.37% |
$232K - $328K
|
48.8K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.6K+ 4.49% |
$223K - $315K
|
154K
$9.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.23K+ 7.43% |
$210K - $298K
|
90K
$5.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
6.12K+ 19.3% |
$207K - $293K
|
37.9K
$2.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.09K+ 16.92% |
$205K - $291K
|
42.1K
$2.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.42K+ 85.08% |
$183K - $259K
|
11.8K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.96K+ 20.22% |
$167K - $237K
|
29.5K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.5K+ 27.7% |
$152K - $215K
|
20.7K
$1.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.99K+ 49.44% |
$135K - $191K
|
12.1K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.9KNew |
$132K - $186K
|
3.9K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.54K+ 162.49% |
$119K - $169K
|
5.72K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.36K+ 0.52% |
$113K - $160K
|
644K
$39M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
3.26K+ 16.22% |
$110K - $156K
|
23.3K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.13K+ 46.09% |
$106K - $150K
|
9.93K
$601K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.84KNew |
$95.7K - $136K
|
2.84K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.83K+ 34.44% |
$95.3K - $135K
|
11K
$667K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.46K+ 24.2% |
$82.8K - $117K
|
12.6K
$762K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.26K+ 54.4% |
$76.2K - $108K
|
6.41K
$388K
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 16.68% |
$72.3K - $102K
|
15K
$907K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.12K+ 2.22% |
$71.4K - $101K
|
97.5K
$5.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.05K+ 0.07% |
$69.1K - $97.9K
|
2.89M
$175M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.99K+ 20.23% |
$67K - $94.8K
|
11.8K
$714K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.96K+ 18.54% |
$66K - $93.5K
|
12.5K
$757K
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.92K+ 36.96% |
$64.7K - $91.6K
|
7.1K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.92K+ 22.66% |
$64.6K - $91.5K
|
10.4K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.88K+ 18.7% |
$63.3K - $89.6K
|
11.9K
$720K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.67K+ 3.55% |
$56.4K - $79.9K
|
48.8K
$2.95M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 17.68% |
$54K - $76.4K
|
10.7K
$644K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
1.58K+ 20.95% |
$53.2K - $75.3K
|
9.1K
$551K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 6.01% |
$48.3K - $68.4K
|
25.2K
$1.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.41K+ 5.61% |
$47.5K - $67.2K
|
26.5K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38K+ 3.61% |
$46.4K - $65.7K
|
39.5K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.22K+ 57.01% |
$41K - $58.1K
|
3.35K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$40.3K - $57K
|
1.19K
$72.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.05K+ 7.77% |
$35.5K - $50.3K
|
14.6K
$884K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03K+ 0.2% |
$34.8K - $49.3K
|
525K
$31.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1K+ 9.64% |
$33.7K - $47.8K
|
11.4K
$688K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
918+ 264.55% |
$31K - $43.9K
|
1.27K
$76.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
886+ 14.63% |
$29.9K - $42.3K
|
6.94K
$420K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
851New |
$28.7K - $40.7K
|
851
$51.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
849+ 1.7% |
$28.6K - $40.6K
|
50.7K
$3.07M
|