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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180+ 5.32% |
$10.6K - $13.9K
|
3.56K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
167+ 4.8% |
$9.88K - $12.9K
|
3.64K
$191K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
152+ 2.28% |
$8.99K - $11.7K
|
6.81K
$358K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
125+ 12500.0% |
$7.39K - $9.62K
|
126
$6.62K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
120+ 2.04% |
$7.1K - $9.24K
|
6.01K
$316K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
113+ 0.73% |
$6.68K - $8.7K
|
15.6K
$817K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
105+ 1.11% |
$6.21K - $8.08K
|
9.56K
$502K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102+ 1.96% |
$6.03K - $7.85K
|
5.3K
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 10.94% |
$5.97K - $7.77K
|
1.02K
$53.8K
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 1.92% |
$5.91K - $7.7K
|
5.3K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
77+ 95.06% |
$4.55K - $5.93K
|
158
$8.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70+ 162.79% |
$4.14K - $5.39K
|
113
$5.94K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
55+ 0.43% |
$3.25K - $4.23K
|
12.8K
$670K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
53New |
$3.13K - $4.08K
|
53
$2.78K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40New |
$2.37K - $3.08K
|
40
$2.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 0.84% |
$2.13K - $2.77K
|
4.32K
$227K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12New |
$710 - $924
|
12
$630
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 7.01% |
$651 - $847
|
168
$8.83K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$532 - $693
|
9
$473
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
8New |
$473 - $616
|
8
$420
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
6+ 28.57% |
$355 - $462
|
27
$1.42K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.13% |
$355 - $462
|
4.5K
$236K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 3.33% |
$237 - $308
|
124
$6.51K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 1.52% |
$118 - $154
|
134
$7.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$59.1 - $77
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3Closed |
$177 - $231
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-9- 0.01% |
$532 - $693
|
74.1K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14- 50.0% |
$828 - $1.08K
|
14
$735
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-51- 0.22% |
$3.02K - $3.93K
|
22.8K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-60- 0.31% |
$3.55K - $4.62K
|
19.5K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-68- 7.75% |
$4.02K - $5.23K
|
809
$42.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-70Closed |
$4.14K - $5.39K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-70Closed |
$4.14K - $5.39K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-81- 1.06% |
$4.79K - $6.24K
|
7.53K
$395K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-82Closed |
$4.85K - $6.31K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-88- 0.63% |
$5.2K - $6.77K
|
13.8K
$727K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-95- 0.99% |
$5.62K - $7.31K
|
9.49K
$498K
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-95- 0.21% |
$5.62K - $7.31K
|
45.9K
$2.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-95Closed |
$5.62K - $7.31K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-96- 39.83% |
$5.68K - $7.39K
|
145
$7.62K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-119- 2.54% |
$7.04K - $9.16K
|
4.56K
$240K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-124- 3.06% |
$7.33K - $9.55K
|
3.93K
$206K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-125- 14.62% |
$7.39K - $9.62K
|
730
$38.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-135Closed |
$7.98K - $10.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-200- 1.07% |
$11.8K - $15.4K
|
18.6K
$975K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-207Closed |
$12.2K - $15.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-217- 29.05% |
$12.8K - $16.7K
|
530
$27.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-249- 1.28% |
$14.7K - $19.2K
|
19.3K
$1.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-255- 2.53% |
$15.1K - $19.6K
|
9.83K
$516K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-271- 3.84% |
$16K - $20.9K
|
6.78K
$356K
|