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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
800New |
$27K - $38.2K
|
800
$62.6K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
788+ 7.93% |
$26.6K - $37.7K
|
10.7K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
780+ 13.3% |
$26.3K - $37.3K
|
6.65K
$520K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
711+ 2.41% |
$24K - $34K
|
30.2K
$2.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
692+ 4.09% |
$23.3K - $33.1K
|
17.6K
$1.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
689+ 0.4% |
$23.2K - $32.9K
|
171K
$13.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
625+ 3.37% |
$21.1K - $29.9K
|
19.2K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
583New |
$19.7K - $27.9K
|
583
$45.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
577+ 9.92% |
$19.5K - $27.6K
|
6.39K
$501K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
555+ 0.84% |
$18.7K - $26.5K
|
67K
$5.25M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
534+ 74.48% |
$18K - $25.5K
|
1.25K
$97.9K
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
511+ 15.11% |
$17.2K - $24.4K
|
3.89K
$305K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
508+ 2.03% |
$17.1K - $24.3K
|
25.5K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
495+ 2.09% |
$16.7K - $23.7K
|
24.2K
$1.89M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
492+ 7.69% |
$16.6K - $23.5K
|
6.89K
$539K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
480+ 24000.0% |
$16.2K - $22.9K
|
482
$37.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
454+ 0.9% |
$15.3K - $21.7K
|
51K
$3.99M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
403+ 6.43% |
$13.6K - $19.3K
|
6.67K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
387+ 1.68% |
$13.1K - $18.5K
|
23.4K
$1.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
380+ 2.6% |
$12.8K - $18.2K
|
15K
$1.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
374New |
$12.6K - $17.9K
|
374
$29.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
349+ 0.38% |
$11.8K - $16.7K
|
91.4K
$7.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
348+ 43.02% |
$11.7K - $16.6K
|
1.16K
$90.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
316+ 6.72% |
$10.7K - $15.1K
|
5.02K
$393K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
285+ 35.4% |
$9.61K - $13.6K
|
1.09K
$85.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
270New |
$9.11K - $12.9K
|
270
$21.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
246+ 47.95% |
$8.3K - $11.8K
|
759
$59.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
244+ 1.68% |
$8.23K - $11.7K
|
14.7K
$1.15M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
221+ 39.32% |
$7.45K - $10.6K
|
783
$61.3K
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
175+ 0.23% |
$5.9K - $8.36K
|
76.8K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
172+ 2.57% |
$5.8K - $8.22K
|
6.88K
$538K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
137+ 148.91% |
$4.62K - $6.55K
|
229
$17.9K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
130+ 0.54% |
$4.38K - $6.21K
|
24.2K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
127+ 1.78% |
$4.28K - $6.07K
|
7.27K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
78+ 0.26% |
$2.63K - $3.73K
|
30.3K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 30.68% |
$1.82K - $2.58K
|
230
$18K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
52New |
$1.75K - $2.48K
|
52
$4.07K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$1.69K - $2.39K
|
50
$3.91K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
39New |
$1.32K - $1.86K
|
39
$3.05K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
38+ 8.56% |
$1.28K - $1.82K
|
482
$37.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
36+ 0.39% |
$1.21K - $1.72K
|
9.22K
$721K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 32.0% |
$1.08K - $1.53K
|
132
$10.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 157.14% |
$742 - $1.05K
|
36
$2.82K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
22+ 200.0% |
$742 - $1.05K
|
33
$2.58K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 700.0% |
$472 - $669
|
16
$1.25K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 12.17% |
$472 - $669
|
129
$10.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
11+ 0.1% |
$371 - $526
|
11.4K
$895K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
10+ 1.62% |
$337 - $478
|
627
$49.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$202 - $287
|
6
$470
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 100.0% |
$101 - $143
|
6
$470
|