Purchases and Sales Made in Q3 2023 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q3 2023. 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 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.36K+ 18.61% |
$235K - $279K
|
34.2K
$2.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.15K+ 13.63% |
$226K - $268K
|
43K
$3.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.95KNew |
$217K - $257K
|
4.95K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.7KNew |
$206K - $244K
|
4.7K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.68K+ 18.06% |
$205K - $243K
|
30.6K
$2.41M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.56KNew |
$200K - $237K
|
4.56K
$359K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.51KNew |
$198K - $235K
|
4.51K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.11K+ 2.07% |
$180K - $214K
|
203K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.01K+ 5.33% |
$176K - $208K
|
79.2K
$6.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.85KNew |
$169K - $200K
|
3.85K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3.84K+ 3.79% |
$168K - $200K
|
105K
$8.28M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
3.52K+ 20.14% |
$155K - $183K
|
21K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.5K+ 104.6% |
$154K - $182K
|
6.85K
$540K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.95KNew |
$129K - $153K
|
2.95K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 1.42% |
$129K - $153K
|
211K
$16.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.58K+ 1.48% |
$113K - $134K
|
176K
$13.9M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.2KNew |
$96.7K - $115K
|
2.2K
$174K
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.2K+ 11.4% |
$96.5K - $114K
|
21.5K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.95K+ 4.6% |
$85.4K - $101K
|
44.3K
$3.49M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.8K+ 18.37% |
$79K - $93.6K
|
11.6K
$914K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.74K+ 6.28% |
$76.4K - $90.5K
|
29.5K
$2.32M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.73K+ 5.16% |
$75.9K - $89.9K
|
35.3K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.62K+ 26.94% |
$71.2K - $84.4K
|
7.65K
$603K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1.61K+ 2.85% |
$70.6K - $83.6K
|
58K
$4.57M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.61K+ 0.76% |
$70.5K - $83.5K
|
213K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.44K+ 2.31% |
$63.2K - $74.9K
|
63.8K
$5.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.39K+ 14.82% |
$61.2K - $72.5K
|
10.8K
$851K
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.16K+ 17.91% |
$51K - $60.4K
|
7.65K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.12K+ 20.3% |
$49.2K - $58.3K
|
6.64K
$523K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.04K+ 21.15% |
$45.4K - $53.8K
|
5.93K
$467K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
980+ 5.45% |
$43K - $51K
|
19K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
836+ 1.58% |
$36.7K - $43.5K
|
53.8K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
817+ 13.54% |
$35.8K - $42.5K
|
6.85K
$540K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
800+ 28.57% |
$35.1K - $41.6K
|
3.6K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
783+ 2.18% |
$34.4K - $40.7K
|
36.7K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
670+ 3.35% |
$29.4K - $34.8K
|
20.7K
$1.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
637+ 9.21% |
$28K - $33.1K
|
7.56K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
544+ 0.96% |
$23.9K - $28.3K
|
57K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
465+ 1.68% |
$20.4K - $24.2K
|
28.1K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
458+ 5.01% |
$20.1K - $23.8K
|
9.61K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
446+ 8.24% |
$19.6K - $23.2K
|
5.86K
$462K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
428+ 7.89% |
$18.8K - $22.3K
|
5.85K
$461K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
425+ 3.66% |
$18.6K - $22.1K
|
12K
$949K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
323New |
$14.2K - $16.8K
|
323
$25.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
311+ 6.43% |
$13.6K - $16.2K
|
5.15K
$406K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
308New |
$13.5K - $16K
|
308
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
304+ 4.21% |
$13.3K - $15.8K
|
7.53K
$593K
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
268+ 0.35% |
$11.8K - $13.9K
|
76.2K
$6M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
262New |
$11.5K - $13.6K
|
262
$20.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
256+ 4.44% |
$11.2K - $13.3K
|
6.02K
$475K
|