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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 15.61% |
$14.3K - $16.9K
|
1.76K
$138K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-345- 0.96% |
$15.1K - $17.9K
|
35.4K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-407- 17.55% |
$17.9K - $21.2K
|
1.91K
$151K
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-443- 0.1% |
$19.4K - $23K
|
458K
$36.1M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-466- 0.9% |
$20.4K - $24.2K
|
51.3K
$4.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-474- 4.98% |
$20.8K - $24.7K
|
9.04K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-474- 8.82% |
$20.8K - $24.7K
|
4.9K
$386K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-540- 7.98% |
$23.7K - $28.1K
|
6.23K
$491K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-570- 1.1% |
$25K - $29.6K
|
51.2K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-646- 8.65% |
$28.3K - $33.6K
|
6.82K
$537K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-786- 2.3% |
$34.5K - $40.9K
|
33.4K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-858- 15.96% |
$37.6K - $44.6K
|
4.52K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-859- 9.15% |
$37.7K - $44.7K
|
8.53K
$672K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-861- 2.99% |
$37.8K - $44.8K
|
27.9K
$2.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-900- 4.35% |
$39.5K - $46.8K
|
19.8K
$1.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 2.87% |
$43.9K - $52K
|
33.9K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.06K- 1.54% |
$46.5K - $55.1K
|
67.9K
$5.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 3.27% |
$47.3K - $56.1K
|
31.9K
$2.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.4K- 0.81% |
$61.6K - $73K
|
172K
$13.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.41K- 5.45% |
$62K - $73.5K
|
24.5K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.45K- 2.69% |
$63.5K - $75.3K
|
52.4K
$4.13M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.45K- 5.93% |
$63.7K - $75.5K
|
23K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 0.92% |
$69.7K - $82.6K
|
171K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.62K- 21.22% |
$71.2K - $84.4K
|
6.03K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.75K- 96.85% |
$76.9K - $91.1K
|
57
$4.49K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.85K- 25.52% |
$81.1K - $96.2K
|
5.4K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.97K- 17.31% |
$86.4K - $102K
|
9.41K
$742K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.07K- 3.53% |
$90.9K - $108K
|
56.5K
$4.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.17K- 5.99% |
$95K - $113K
|
34K
$2.68M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.35K- 5.37% |
$103K - $122K
|
41.4K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.78K- 4.36% |
$122K - $144K
|
60.9K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.92K- 1.52% |
$128K - $152K
|
189K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.96K- 5.59% |
$130K - $154K
|
50K
$3.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.08K- 2.75% |
$135K - $160K
|
109K
$8.58M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-3.14K- 65.35% |
$138K - $163K
|
1.66K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-3.57K- 0.1% |
$157K - $186K
|
3.42M
$269M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.77K- 4.52% |
$165K - $196K
|
79.7K
$6.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.22K- 7.94% |
$185K - $220K
|
49K
$3.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.3K- 8.11% |
$189K - $223K
|
48.7K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-4.51K- 9.19% |
$198K - $234K
|
44.6K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.93K- 6.28% |
$216K - $256K
|
73.6K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-5K- 15.0% |
$219K - $260K
|
28.3K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.1K- 47.69% |
$224K - $265K
|
5.59K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.5K- 17.68% |
$241K - $286K
|
25.6K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.53K- 14.01% |
$243K - $288K
|
34K
$2.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.32K- 16.2% |
$277K - $329K
|
32.7K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6.57K- 15.86% |
$288K - $342K
|
34.9K
$2.75M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-6.7K- 0.55% |
$294K - $348K
|
1.22M
$95.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-6.7K- 0.55% |
$294K - $348K
|
1.22M
$95.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-7.56K- 38.72% |
$332K - $393K
|
12K
$942K
|