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 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
463+ 2.63% |
$16K - $21.5K
|
18.1K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
456+ 3.62% |
$15.8K - $21.2K
|
13.1K
$977K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
336+ 4.89% |
$11.6K - $15.6K
|
7.21K
$540K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
334New |
$11.5K - $15.5K
|
334
$25K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
311+ 4.44% |
$10.7K - $14.4K
|
7.32K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
304+ 6.34% |
$10.5K - $14.1K
|
5.1K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
294+ 1.09% |
$10.2K - $13.6K
|
27.3K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
273New |
$9.43K - $12.7K
|
273
$20.4K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
247+ 0.31% |
$8.54K - $11.5K
|
81.2K
$6.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
224New |
$7.74K - $10.4K
|
224
$16.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
173+ 1.38% |
$5.98K - $8.03K
|
12.7K
$950K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
153New |
$5.29K - $7.1K
|
153
$11.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
145+ 2.18% |
$5.01K - $6.73K
|
6.79K
$508K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
136New |
$4.7K - $6.31K
|
136
$10.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
112+ 23.24% |
$3.87K - $5.2K
|
594
$44.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
93+ 40.43% |
$3.21K - $4.31K
|
323
$24.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
83+ 166.0% |
$2.87K - $3.85K
|
133
$9.95K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
79New |
$2.73K - $3.66K
|
79
$5.91K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
73+ 0.62% |
$2.52K - $3.39K
|
11.9K
$888K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
66+ 0.72% |
$2.28K - $3.06K
|
9.28K
$695K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 46.51% |
$2.07K - $2.78K
|
189
$14.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 115.38% |
$2.07K - $2.78K
|
112
$8.38K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 4.77% |
$1.73K - $2.32K
|
1.1K
$82.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
40+ 0.08% |
$1.38K - $1.86K
|
48.9K
$3.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32+ 0.27% |
$1.11K - $1.48K
|
11.8K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27New |
$933 - $1.25K
|
27
$2.02K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.23% |
$864 - $1.16K
|
10.7K
$799K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
25New |
$864 - $1.16K
|
25
$1.87K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
23New |
$795 - $1.07K
|
23
$1.72K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
20New |
$691 - $928
|
20
$1.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15New |
$518 - $696
|
15
$1.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
15+ 0.16% |
$518 - $696
|
9.32K
$697K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13New |
$449 - $603
|
13
$973
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$449 - $603
|
13
$973
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$415 - $557
|
12
$898
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$242 - $325
|
7
$524
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 4.55% |
$207 - $278
|
138
$10.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5New |
$173 - $232
|
5
$374
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.1% |
$173 - $232
|
5.02K
$376K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$173 - $232
|
5
$374
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 50.0% |
$104 - $139
|
9
$674
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 7.41% |
$69.1 - $92.8
|
29
$2.17K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 3.57% |
$34.6 - $46.4
|
29
$2.17K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.82% |
$34.6 - $46.4
|
56
$4.19K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 4.17% |
$34.6 - $46.4
|
23
$1.72K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 25.0% |
$138 - $186
|
12
$898
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 11.11% |
$138 - $186
|
32
$2.39K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-13- 2.07% |
$449 - $603
|
614
$46K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-18- 54.55% |
$622 - $835
|
15
$1.12K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-19- 2.13% |
$657 - $881
|
875
$65.5K
|