Purchases and Sales Made in Q3 2025 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q3 2025. 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 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
63.5K+ 12.65% |
$4.07M - $4.94M
|
566K
$37.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.14KNew |
$265K - $322K
|
4.14K
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.78K+ 25.9% |
$114K - $139K
|
8.67K
$570K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
506+ 10.24% |
$32.4K - $39.3K
|
5.45K
$358K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
368+ 4.08% |
$23.6K - $28.6K
|
9.39K
$618K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302+ 25.0% |
$19.3K - $23.5K
|
1.51K
$99.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$64 - $77.8
|
1
$65.8
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$64 - $77.8
|
182
$12K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-35- 0.4% |
$2.24K - $2.72K
|
8.78K
$577K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.64K- 14.0% |
$233K - $283K
|
22.4K
$1.47M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-9.95K- 64.72% |
$637K - $774K
|
5.43K
$357K
|