Purchases and Sales Made in Q3 2024 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q3 2024. 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, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.04K+ 190.39% |
$459K - $568K
|
12.3K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.82K+ 129.75% |
$447K - $552K
|
13.8K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.74K+ 570.65% |
$442K - $546K
|
9.09K
$598K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.78KNew |
$387K - $479K
|
6.78K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.2K+ 4.73% |
$354K - $438K
|
137K
$9.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
5.84K+ 1.35% |
$334K - $413K
|
440K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$311K - $384K
|
5.44K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.16K+ 9548.15% |
$295K - $364K
|
5.21K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.88KNew |
$279K - $344K
|
4.88K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.84KNew |
$276K - $342K
|
4.84K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.8K+ 24.74% |
$274K - $339K
|
24.2K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.76K+ 2.01% |
$272K - $336K
|
242K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.69K+ 39.96% |
$268K - $331K
|
16.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.61KNew |
$264K - $326K
|
4.61K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.49K+ 13.14% |
$257K - $317K
|
38.7K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
4.38K+ 42.28% |
$250K - $309K
|
14.7K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.26KNew |
$243K - $301K
|
4.26K
$280K
|
|
|
Feb 18, 2025
Q3 2024
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.15K+ 6.3% |
$237K - $293K
|
70K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.12KNew |
$235K - $291K
|
4.12K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.89K+ 86.86% |
$222K - $275K
|
8.37K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.69K+ 40.45% |
$211K - $260K
|
12.8K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.55KNew |
$203K - $251K
|
3.55K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52KNew |
$201K - $249K
|
3.52K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$198K - $244K
|
3.46K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$195K - $241K
|
3.42K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3K+ 110.0% |
$189K - $233K
|
6.3K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.29KNew |
$188K - $232K
|
3.29K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.27K+ 0.12% |
$187K - $231K
|
2.73M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.21KNew |
$183K - $226K
|
3.21K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.19K+ 35.22% |
$182K - $225K
|
12.2K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.08KNew |
$176K - $217K
|
3.08K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.06K+ 11.47% |
$175K - $216K
|
29.8K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.05KNew |
$174K - $215K
|
3.05K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.02KNew |
$172K - $213K
|
3.02K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3KNew |
$172K - $212K
|
3K
$198K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$168K - $208K
|
2.95K
$194K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.83K+ 15.56% |
$161K - $200K
|
21K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.71KNew |
$155K - $191K
|
2.71K
$178K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.26K+ 26.65% |
$129K - $159K
|
10.7K
$706K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.21K+ 52.32% |
$126K - $156K
|
6.44K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 108.08% |
$120K - $148K
|
4.04K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 0.55% |
$117K - $145K
|
373K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.03K+ 5.11% |
$116K - $143K
|
41.8K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2K+ 9.62% |
$114K - $141K
|
22.8K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
1.97K+ 7.39% |
$113K - $139K
|
28.6K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.9KNew |
$108K - $134K
|
1.9K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.83K+ 10.49% |
$105K - $129K
|
19.3K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.75K+ 22.76% |
$100K - $124K
|
9.44K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.71K+ 5.92% |
$97.5K - $120K
|
30.5K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.69KNew |
$96.7K - $119K
|
1.69K
$111K
|