Purchases and Sales Made in Q4 2022 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q4 2022. 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, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
860K+ 28.08% |
$29.7M - $39.9M
|
3.92M
$294M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
683KNew |
$23.6M - $31.7M
|
683K
$51.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
639KNew |
$22.1M - $29.6M
|
639K
$47.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
534KNew |
$18.5M - $24.8M
|
534K
$40M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
275K+ 8.26% |
$9.5M - $12.7M
|
3.6M
$270M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 36.02% |
$7.93M - $10.6M
|
866K
$64.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
226K+ 272.47% |
$7.82M - $10.5M
|
309K
$23.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
170K+ 26.33% |
$5.86M - $7.87M
|
814K
$60.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
112KNew |
$3.87M - $5.2M
|
112K
$8.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Heard Capital LLC
Chicago, IL |
BUY
|
- |
105K+ 6.98% |
$3.62M - $4.87M
|
1.61M
$120M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
93.2K+ 20.81% |
$3.22M - $4.32M
|
541K
$40.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
90K+ 5.74% |
$3.11M - $4.17M
|
1.66M
$124M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.2K+ 11.31% |
$2.88M - $3.86M
|
819K
$61.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
66.1K+ 9.88% |
$2.28M - $3.07M
|
735K
$55M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
58K+ 98.75% |
$2M - $2.69M
|
117K
$8.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
53.4K+ 115.19% |
$1.85M - $2.48M
|
99.8K
$7.47M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.5K+ 22.03% |
$1.64M - $2.2M
|
263K
$19.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.5K+ 22.03% |
$1.64M - $2.2M
|
263K
$19.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
39.1K+ 102.61% |
$1.35M - $1.81M
|
77.1K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
36.7K+ 5.65% |
$1.27M - $1.7M
|
685K
$51.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
34.9K+ 0.54% |
$1.2M - $1.62M
|
6.51M
$487M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
33.3KNew |
$1.15M - $1.54M
|
33.3K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
30.9K+ 9.97% |
$1.07M - $1.43M
|
340K
$25.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.7K+ 0.55% |
$1.06M - $1.42M
|
5.58M
$418M
|
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
BUY
|
- |
27.8K+ 7.75% |
$962K - $1.29M
|
387K
$29M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
26K+ 61.52% |
$900K - $1.21M
|
68.4K
$5.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
18.9KNew |
$653K - $877K
|
18.9K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18.7K+ 0.65% |
$647K - $868K
|
2.91M
$218M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
17.8K+ 23.23% |
$617K - $828K
|
94.6K
$7.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17.5KNew |
$606K - $814K
|
17.5K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
17.5K+ 0.72% |
$605K - $813K
|
2.46M
$184M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15.1KNew |
$523K - $702K
|
15.1K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.9KNew |
$515K - $691K
|
14.9K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
14.7KNew |
$510K - $684K
|
14.7K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 2.51% |
$456K - $612K
|
538K
$40.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
13.2K+ 115.35% |
$456K - $612K
|
24.6K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
12.9KNew |
$446K - $598K
|
12.9K
$965K
|
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
BUY
|
- |
12K+ 2.89% |
$416K - $558K
|
429K
$32.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
10.9KNew |
$378K - $507K
|
10.9K
$818K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.1K+ 2.69% |
$350K - $470K
|
386K
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.78K+ 94.34% |
$338K - $454K
|
20.1K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.25KNew |
$320K - $429K
|
9.25K
$692K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.8K+ 4.65% |
$304K - $408K
|
198K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.79K+ 137.42% |
$304K - $408K
|
15.2K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.36K+ 1.06% |
$289K - $388K
|
795K
$59.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.03K+ 32.72% |
$278K - $373K
|
32.6K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.03KNew |
$278K - $373K
|
8.03K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.97KNew |
$275K - $369K
|
7.97K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.23K+ 1.18% |
$250K - $336K
|
621K
$46.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6.89K+ 3010.48% |
$238K - $320K
|
7.12K
$533K
|