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 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
3.78K+ 36.63% |
$224K - $291K
|
14.1K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.57KNew |
$211K - $275K
|
3.57K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
3.47K+ 0.17% |
$205K - $267K
|
2.05M
$146M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.34KNew |
$198K - $257K
|
3.34K
$238K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.25K+ 28.28% |
$192K - $250K
|
14.8K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.25KNew |
$192K - $250K
|
3.25K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.17K+ 6.27% |
$187K - $244K
|
53.7K
$3.82M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
3KNew |
$177K - $231K
|
3K
$214K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 10.1% |
$161K - $210K
|
29.7K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2K+ 56.53% |
$118K - $154K
|
5.54K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.83K+ 18.48% |
$108K - $141K
|
11.7K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.77K+ 25.55% |
$105K - $137K
|
8.72K
$621K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.69K+ 2.15% |
$100K - $130K
|
80.3K
$5.72M
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.58K+ 1.9% |
$93.3K - $121K
|
84.8K
$6.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 37.42% |
$89.2K - $116K
|
5.54K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 4.71% |
$88.7K - $115K
|
33.3K
$2.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
1.46KNew |
$86.3K - $112K
|
1.46K
$104K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.44KNew |
$85.2K - $111K
|
1.44K
$103K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.44KNew |
$85K - $111K
|
1.44K
$102K
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.42K+ 37.28% |
$83.8K - $109K
|
5.22K
$372K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.42K+ 24.33% |
$83.7K - $109K
|
7.23K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.36K+ 1.54% |
$80.2K - $104K
|
89.3K
$6.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.27KNew |
$75K - $97.6K
|
1.27K
$90.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.26KNew |
$74.3K - $96.8K
|
1.26K
$89.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.23KNew |
$72.7K - $94.6K
|
1.23K
$87.6K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
1.12K+ 3.35% |
$66.2K - $86.1K
|
34.6K
$2.46M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
947+ 21.94% |
$56K - $72.9K
|
5.26K
$375K
|
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
927+ 3.09% |
$54.8K - $71.4K
|
31K
$2.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
907+ 3.79% |
$53.6K - $69.8K
|
24.8K
$1.77M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
907+ 3.79% |
$53.6K - $69.8K
|
24.8K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
882+ 0.48% |
$52.2K - $67.9K
|
186K
$13.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
842+ 296.48% |
$49.8K - $64.8K
|
1.13K
$80.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
773+ 1.42% |
$45.7K - $59.5K
|
55.4K
$3.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
733+ 14.09% |
$43.3K - $56.4K
|
5.94K
$423K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
563+ 5.47% |
$33.3K - $43.3K
|
10.9K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
515+ 11.64% |
$30.5K - $39.6K
|
4.94K
$352K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
466New |
$27.6K - $35.9K
|
466
$33.2K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
423+ 157.84% |
$25K - $32.6K
|
691
$49.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
423+ 157.84% |
$25K - $32.6K
|
691
$49.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
418New |
$24.7K - $32.2K
|
418
$29.8K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
389+ 48.63% |
$23K - $29.9K
|
1.19K
$84.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
385+ 1.1% |
$22.8K - $29.6K
|
35.3K
$2.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
380+ 2.87% |
$22.5K - $29.3K
|
13.6K
$972K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
320New |
$18.9K - $24.6K
|
320
$22.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
317+ 1.58% |
$18.7K - $24.4K
|
20.4K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
301+ 8.94% |
$17.8K - $23.2K
|
3.67K
$261K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
300+ 50.76% |
$17.7K - $23.1K
|
891
$63.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
276New |
$16.3K - $21.2K
|
276
$19.7K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
255New |
$15.1K - $19.6K
|
255
$18.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
210+ 3.64% |
$12.4K - $16.2K
|
5.97K
$426K
|