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 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 100.0% |
$101 - $143
|
6
$363
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$33.7 - $47.8
|
55
$3.33K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.5% |
$33.7 - $47.8
|
201
$12.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$33.7 - $47.8
|
6
$363
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 3.45% |
$33.7 - $47.8
|
28
$1.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4- 0.04% |
$135 - $191
|
10.1K
$613K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-14- 0.24% |
$472 - $669
|
5.8K
$351K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-28- 0.06% |
$944 - $1.34K
|
48.3K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 23.53% |
$1.35K - $1.91K
|
130
$7.87K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-73- 0.57% |
$2.46K - $3.49K
|
12.6K
$764K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-94- 1.48% |
$3.17K - $4.49K
|
6.25K
$378K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 4.58% |
$3.58K - $5.06K
|
2.21K
$134K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-113- 0.14% |
$3.81K - $5.4K
|
81K
$4.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-123- 53.02% |
$4.15K - $5.88K
|
109
$6.59K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-193- 81.43% |
$6.51K - $9.22K
|
44
$2.66K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-193- 81.43% |
$6.51K - $9.22K
|
44
$2.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-198- 0.33% |
$6.68K - $9.46K
|
59.7K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 23.64% |
$6.75K - $9.56K
|
646
$39.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-217- 3.0% |
$7.32K - $10.4K
|
7.03K
$425K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-315- 12.6% |
$10.6K - $15.1K
|
2.19K
$132K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-450- 37.5% |
$15.2K - $21.5K
|
750
$45.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-599- 40.12% |
$20.2K - $28.6K
|
894
$54.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-620- 7.75% |
$20.9K - $29.6K
|
7.38K
$446K
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-678- 6.79% |
$22.9K - $32.4K
|
9.3K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-686- 0.36% |
$23.1K - $32.8K
|
189K
$11.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-890- 6.76% |
$30K - $42.5K
|
12.3K
$743K
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-954- 1.74% |
$32.2K - $45.6K
|
53.9K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-981- 3.19% |
$33.1K - $46.9K
|
29.8K
$1.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.25K- 15.28% |
$42K - $59.5K
|
6.91K
$418K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.33K- 12.2% |
$44.9K - $63.5K
|
9.57K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.39K- 4.0% |
$46.9K - $66.4K
|
33.4K
$2.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.41K- 2.47% |
$47.6K - $67.4K
|
55.8K
$3.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.49K- 10.54% |
$50.3K - $71.3K
|
12.7K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.65K- 20.88% |
$55.5K - $78.6K
|
6.24K
$377K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.91K- 14.86% |
$64.4K - $91.3K
|
10.9K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.19K- 15.26% |
$73.8K - $105K
|
12.2K
$735K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.43K- 33.12% |
$82K - $116K
|
4.91K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.8K- 3.49% |
$94.3K - $134K
|
77.3K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.8K- 31.82% |
$94.4K - $134K
|
6K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.7K- 15.35% |
$125K - $177K
|
20.4K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.4K- 26.8% |
$148K - $210K
|
12K
$727K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.11K- 7.43% |
$172K - $244K
|
63.7K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.9K- 3.85% |
$233K - $330K
|
172K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
SELL
|
- |
-6.97K- 14.92% |
$235K - $333K
|
39.7K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-9.44K- 1.53% |
$318K - $451K
|
609K
$36.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-10.7K- 14.02% |
$361K - $512K
|
65.7K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.5K- 1.85% |
$389K - $552K
|
614K
$37.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15K- 2.3% |
$505K - $716K
|
637K
$38.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
SELL
|
- |
-19.4K- 7.17% |
$655K - $928K
|
251K
$15.2M
|
|
|
Nov 17, 2022
Q3 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-20.3K- 28.19% |
$686K - $972K
|
51.8K
$3.14M
|