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
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 9.95% |
$691 - $928
|
181
$13.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-35- 0.07% |
$1.21K - $1.62K
|
48.3K
$3.61M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44Closed |
$1.52K - $2.04K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-44- 0.3% |
$1.52K - $2.04K
|
14.6K
$1.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-47- 2.15% |
$1.62K - $2.18K
|
2.14K
$160K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-60- 5.5% |
$2.07K - $2.78K
|
1.03K
$77.1K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-110- 0.36% |
$3.8K - $5.1K
|
30.2K
$2.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-111- 1.12% |
$3.84K - $5.15K
|
9.82K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-130- 0.54% |
$4.49K - $6.03K
|
24.1K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 48.52% |
$4.53K - $6.08K
|
139
$10.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-296- 2.45% |
$10.2K - $13.7K
|
11.8K
$880K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-423- 3.83% |
$14.6K - $19.6K
|
10.6K
$794K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-494- 7.91% |
$17.1K - $22.9K
|
5.76K
$431K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-519- 7.51% |
$17.9K - $24.1K
|
6.39K
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-594- 12.1% |
$20.5K - $27.6K
|
4.31K
$323K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-600- 1.43% |
$20.7K - $27.8K
|
41.5K
$3.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-651- 2.16% |
$22.5K - $30.2K
|
29.5K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-822- 1.38% |
$28.4K - $38.1K
|
58.9K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-898- 26.81% |
$31K - $41.7K
|
2.45K
$183K
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-917- 0.54% |
$31.7K - $42.5K
|
170K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.09K- 17.53% |
$37.8K - $50.7K
|
5.14K
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 52.74% |
$40.3K - $54K
|
1.04K
$78.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-1.23K- 13.49% |
$42.4K - $57K
|
7.87K
$589K
|
|
|
Feb 13, 2023
Q4 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-1.74K- 3.35% |
$60.1K - $80.7K
|
50.1K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.84K- 7.89% |
$63.7K - $85.5K
|
21.5K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.03K- 0.2% |
$70.2K - $94.3K
|
1.01M
$75.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.02K- 3.04% |
$105K - $140K
|
96.5K
$7.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.34K- 19.34% |
$115K - $155K
|
13.9K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-3.4K- 11.93% |
$118K - $158K
|
25.1K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.62K- 5.39% |
$125K - $168K
|
63.4K
$4.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.05K- 3.8% |
$140K - $188K
|
102K
$7.67M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.1K- 12.27% |
$142K - $190K
|
29.3K
$2.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.22K- 7.9% |
$146K - $196K
|
49.2K
$3.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.45K- 40.7% |
$154K - $207K
|
6.49K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.81K- 47.53% |
$166K - $223K
|
5.31K
$398K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
SELL
|
- |
-4.93K- 1.96% |
$170K - $229K
|
247K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.43K- 94.98% |
$188K - $252K
|
287
$21.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.82K- 19.53% |
$201K - $270K
|
24K
$1.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.92K- 6.48% |
$205K - $275K
|
85.4K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.98K- 24.89% |
$207K - $277K
|
18K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6.01K- 20.34% |
$208K - $279K
|
23.5K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.36K- 9.98% |
$220K - $295K
|
57.4K
$4.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-6.71K- 1.13% |
$232K - $311K
|
587K
$43.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-8.93K- 23.59% |
$309K - $414K
|
28.9K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.69K- 57.11% |
$335K - $449K
|
7.28K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-10K- 28.22% |
$346K - $464K
|
25.4K
$1.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-10K- 28.22% |
$346K - $464K
|
25.4K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-10.9K- 1.8% |
$378K - $508K
|
598K
$44.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-11.2K- 1.09% |
$388K - $521K
|
1.02M
$76M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-12K- 34.88% |
$415K - $557K
|
22.4K
$1.68M
|