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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
184+ 17.61% |
$8.07K - $9.57K
|
1.23K
$96.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
169+ 1.87% |
$7.42K - $8.79K
|
9.23K
$722K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
154New |
$6.76K - $8.01K
|
154
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
144+ 1.68% |
$6.32K - $7.49K
|
8.72K
$683K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
135+ 148.35% |
$5.92K - $7.02K
|
226
$17.7K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
100+ 0.53% |
$4.39K - $5.2K
|
19.1K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
96+ 0.9% |
$4.21K - $4.99K
|
10.7K
$838K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
96+ 0.91% |
$4.21K - $4.99K
|
10.7K
$838K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
92+ 368.0% |
$4.04K - $4.78K
|
117
$9.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
72New |
$3.16K - $3.74K
|
72
$5.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
65+ 1.08% |
$2.85K - $3.38K
|
6.08K
$476K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
65+ 31.1% |
$2.85K - $3.38K
|
274
$21.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45New |
$1.97K - $2.34K
|
45
$3.52K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37New |
$1.62K - $1.92K
|
37
$2.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.09% |
$1.1K - $1.3K
|
26.6K
$2.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24+ 0.03% |
$1.05K - $1.25K
|
78.7K
$6.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
24+ 18.75% |
$1.05K - $1.25K
|
152
$11.9K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24+ 0.03% |
$1.05K - $1.25K
|
78.7K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 1.3% |
$702 - $832
|
1.25K
$97.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 31.03% |
$395 - $468
|
38
$2.98K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7New |
$307 - $364
|
7
$548
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$219 - $260
|
5
$391
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 33.33% |
$132 - $156
|
12
$939
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 27.27% |
$132 - $156
|
14
$1.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.54% |
$43.9 - $52
|
185
$14.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1- 0.02% |
$43.9 - $52
|
4.69K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 3.7% |
$43.9 - $52
|
26
$2.04K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 6.67% |
$43.9 - $52
|
14
$1.1K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.02% |
$43.9 - $52
|
4.51K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 28.57% |
$176 - $208
|
10
$783
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 21.05% |
$176 - $208
|
15
$1.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 13.95% |
$263 - $312
|
37
$2.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 1.66% |
$570 - $676
|
770
$60.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 19.18% |
$614 - $728
|
59
$4.62K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 5.72% |
$746 - $884
|
280
$21.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.37% |
$746 - $884
|
1.22K
$95.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-32- 0.05% |
$1.4K - $1.66K
|
64.4K
$5.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 53.19% |
$2.19K - $2.6K
|
44
$3.44K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79- 1.05% |
$3.47K - $4.11K
|
7.45K
$583K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-79- 1.55% |
$3.47K - $4.11K
|
5.02K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-88- 1.84% |
$3.86K - $4.58K
|
4.68K
$367K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-100- 0.85% |
$4.39K - $5.2K
|
11.7K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-198- 3.52% |
$8.69K - $10.3K
|
5.42K
$425K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 26.67% |
$8.78K - $10.4K
|
550
$43.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-236- 0.47% |
$10.4K - $12.3K
|
49.6K
$3.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-263- 1.64% |
$11.5K - $13.7K
|
15.7K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-273- 2.62% |
$12K - $14.2K
|
10.2K
$795K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-314- 44.48% |
$13.8K - $16.3K
|
392
$30.7K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 15.61% |
$14.3K - $16.9K
|
1.76K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 15.61% |
$14.3K - $16.9K
|
1.76K
$138K
|