Purchases and Sales Made in Q4 2021 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.7K+ 418.87% |
$986K - $1.28M
|
20.6K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
16KNew |
$944K - $1.23M
|
16K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
16KNew |
$943K - $1.23M
|
16K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
15.8K+ 18.35% |
$935K - $1.22M
|
102K
$7.51M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
14.4KNew |
$850K - $1.11M
|
14.4K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.1KNew |
$833K - $1.08M
|
14.1K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
13.1K+ 1.73% |
$773K - $1.01M
|
769K
$56.6M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
12.2K+ 53.06% |
$720K - $937K
|
35.1K
$2.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.1K+ 41.91% |
$715K - $930K
|
40.9K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.1K+ 23.36% |
$713K - $928K
|
63.7K
$4.69M
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
11.9K+ 351.71% |
$703K - $916K
|
15.3K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
11.8K+ 43.17% |
$695K - $905K
|
39K
$2.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
11.3K+ 434.62% |
$668K - $870K
|
13.9K
$1.02M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
10.8KNew |
$641K - $834K
|
10.8K
$798K
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.8K+ 183.63% |
$637K - $829K
|
16.6K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
10.5K+ 9.88% |
$622K - $810K
|
117K
$8.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.8K+ 297.9% |
$580K - $754K
|
13.1K
$963K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.48K+ 13.59% |
$561K - $730K
|
79.3K
$5.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
9.29K+ 1.38% |
$549K - $715K
|
681K
$50.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.06KNew |
$536K - $698K
|
9.06K
$667K
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
8.67K+ 325.38% |
$513K - $667K
|
11.3K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
8.23KNew |
$486K - $633K
|
8.23K
$605K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
8.07KNew |
$477K - $621K
|
8.07K
$594K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
7.79K+ 0.82% |
$461K - $600K
|
954K
$70.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.48K+ 32.7% |
$442K - $576K
|
30.3K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.23K+ 2.36% |
$427K - $556K
|
313K
$23M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.06K+ 51.49% |
$417K - $543K
|
20.8K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Park Circle CO
|
BUY
|
- |
7K+ 16.21% |
$414K - $539K
|
50.2K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7K+ 28.11% |
$414K - $539K
|
31.9K
$2.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
6.92KNew |
$409K - $533K
|
6.92K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.92K+ 1.16% |
$409K - $532K
|
601K
$44.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.51KNew |
$385K - $501K
|
6.51K
$479K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.13KNew |
$362K - $472K
|
6.13K
$451K
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6KNew |
$355K - $462K
|
6K
$442K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
5.98KNew |
$354K - $460K
|
5.98K
$440K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.67KNew |
$335K - $436K
|
5.67K
$417K
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
5.52K+ 70.42% |
$327K - $425K
|
13.4K
$984K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.35KNew |
$316K - $412K
|
5.35K
$394K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.31KNew |
$314K - $408K
|
5.31K
$391K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.64KNew |
$274K - $357K
|
4.64K
$341K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.56KNew |
$270K - $351K
|
4.56K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4.5K+ 66.82% |
$266K - $346K
|
11.2K
$827K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
4.49KNew |
$266K - $346K
|
4.49K
$331K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.34KNew |
$256K - $334K
|
4.34K
$319K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
4.14K+ 5.09% |
$245K - $319K
|
85.4K
$6.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.07K+ 71.99% |
$241K - $313K
|
9.73K
$716K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.07KNew |
$240K - $313K
|
4.07K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.85KNew |
$228K - $296K
|
3.85K
$283K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.83KNew |
$226K - $294K
|
3.83K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.79KNew |
$224K - $292K
|
3.79K
$279K
|