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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6.76K+ 8.58% |
$233K - $313K
|
85.4K
$4.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.55K+ 30.16% |
$226K - $304K
|
28.3K
$1.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.3KNew |
$218K - $292K
|
6.3K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.22KNew |
$215K - $289K
|
6.22K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.96KNew |
$206K - $276K
|
5.96K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.87KNew |
$203K - $272K
|
5.87K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.83K+ 11.45% |
$201K - $270K
|
56.7K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
5.61KNew |
$194K - $260K
|
5.61K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.49K+ 942.02% |
$190K - $255K
|
6.08K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.44KNew |
$188K - $252K
|
5.44K
$315K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.2K+ 9.33% |
$180K - $241K
|
61K
$3.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.16K+ 2.9% |
$178K - $240K
|
183K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.8K+ 32.01% |
$166K - $223K
|
19.8K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.32K+ 8.85% |
$149K - $200K
|
53.1K
$3.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
4.22K+ 0.71% |
$146K - $196K
|
601K
$34.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.13K+ 19.9% |
$143K - $191K
|
24.9K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.61K+ 0.28% |
$125K - $167K
|
1.29M
$74.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.59K+ 2.49% |
$124K - $167K
|
148K
$8.55M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.54K+ 1.4% |
$122K - $164K
|
257K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
3.54K+ 7.25% |
$122K - $164K
|
52.3K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.41K+ 1.98% |
$118K - $158K
|
176K
$10.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$104K - $139K
|
3K
$174K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.64K+ 2.7% |
$91.1K - $122K
|
100K
$5.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.6K+ 29.51% |
$89.8K - $121K
|
11.4K
$660K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.58K+ 3.02% |
$89.2K - $120K
|
88.1K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.44K+ 4.79% |
$84.5K - $113K
|
53.4K
$3.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.38K+ 6.03% |
$82.3K - $111K
|
41.9K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.24K+ 30.78% |
$77.3K - $104K
|
9.51K
$551K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.21K+ 8.35% |
$76.5K - $103K
|
28.7K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17K+ 17.84% |
$74.9K - $101K
|
14.3K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.09K+ 2.32% |
$72.2K - $96.9K
|
92.1K
$5.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.08K+ 8.23% |
$71.8K - $96.4K
|
27.3K
$1.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.97K+ 7.73% |
$68.2K - $91.6K
|
27.5K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.8KNew |
$62.2K - $83.5K
|
1.8K
$104K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.69K+ 24.34% |
$58.4K - $78.4K
|
8.63K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.66K+ 0.9% |
$57.3K - $77K
|
185K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.36K+ 12.68% |
$47K - $63K
|
12.1K
$700K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1.18K+ 16.72% |
$40.6K - $54.5K
|
8.2K
$475K
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.1K+ 0.72% |
$38K - $51K
|
155K
$8.96M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.05K+ 14.73% |
$36.1K - $48.5K
|
8.15K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
975+ 1.81% |
$33.7K - $45.2K
|
54.9K
$3.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
910+ 7.41% |
$31.4K - $42.2K
|
13.2K
$764K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
705+ 10.23% |
$24.4K - $32.7K
|
7.6K
$440K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
700+ 5.25% |
$24.2K - $32.5K
|
14K
$813K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
660+ 605.5% |
$22.8K - $30.6K
|
769
$44.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
602+ 1.12% |
$20.8K - $27.9K
|
54.5K
$3.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
579+ 6.05% |
$20K - $26.9K
|
10.2K
$588K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
511+ 15.11% |
$17.7K - $23.7K
|
3.89K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
503+ 3.36% |
$17.4K - $23.3K
|
15.5K
$896K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
489+ 38.66% |
$16.9K - $22.7K
|
1.75K
$102K
|