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 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-13.5K- 26.66% |
$468K - $628K
|
37.2K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.4K- 9.42% |
$567K - $761K
|
158K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-18K- 1.34% |
$622K - $835K
|
1.32M
$99.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-19K- 23.55% |
$657K - $882K
|
61.7K
$4.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-20.4K- 53.4% |
$706K - $948K
|
17.8K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-21.7K- 59.09% |
$750K - $1.01M
|
15K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.6K- 0.93% |
$816K - $1.09M
|
2.51M
$188M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-26.5K- 44.81% |
$916K - $1.23M
|
32.7K
$2.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-28.3K- 71.92% |
$980K - $1.31M
|
11.1K
$828K
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.1K- 15.56% |
$1.21M - $1.63M
|
190K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-35.4K- 65.69% |
$1.22M - $1.64M
|
18.5K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-40.6K- 11.99% |
$1.4M - $1.88M
|
298K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-52.6K- 8.86% |
$1.82M - $2.44M
|
541K
$40.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-56.8K- 10.68% |
$1.96M - $2.64M
|
475K
$35.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-59.2K- 83.29% |
$2.05M - $2.75M
|
11.9K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-66.2K- 22.67% |
$2.29M - $3.07M
|
226K
$16.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-102K- 7.4% |
$3.53M - $4.73M
|
1.28M
$95.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-116K- 97.97% |
$4M - $5.37M
|
2.4K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-184K- 53.74% |
$6.36M - $8.53M
|
158K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-190K- 2.75% |
$6.57M - $8.82M
|
6.74M
$504M
|
|
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-305K- 27.27% |
$10.6M - $14.2M
|
814K
$60.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-458K- 42.28% |
$15.8M - $21.2M
|
625K
$46.8M
|