Purchases and Sales Made in Q4 2023 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q4 2023. 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, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.3KNew |
$324K - $483K
|
8.3K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.22KNew |
$321K - $479K
|
8.22K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.45KNew |
$252K - $376K
|
6.45K
$504K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.07K+ 50.72% |
$237K - $353K
|
18K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.51KNew |
$215K - $321K
|
5.51K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
5.51K+ 20.38% |
$215K - $320K
|
32.5K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.1KNew |
$199K - $297K
|
5.1K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
4.9KNew |
$192K - $285K
|
4.9K
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.89K+ 65.68% |
$191K - $285K
|
12.3K
$963K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.67KNew |
$182K - $272K
|
4.67K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.66K+ 7.3% |
$182K - $271K
|
68.5K
$5.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.49KNew |
$176K - $261K
|
4.49K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.38KNew |
$171K - $255K
|
4.38K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.29K+ 61300.0% |
$168K - $250K
|
4.3K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.28KNew |
$167K - $249K
|
4.28K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.26KNew |
$166K - $248K
|
4.26K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.23KNew |
$165K - $246K
|
4.23K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.22KNew |
$165K - $246K
|
4.22K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
4.06KNew |
$159K - $236K
|
4.06K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.04KNew |
$158K - $235K
|
4.04K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.88KNew |
$151K - $226K
|
3.88K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.85KNew |
$150K - $224K
|
3.85K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.77KNew |
$147K - $220K
|
3.77K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.76KNew |
$147K - $219K
|
3.76K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.6KNew |
$141K - $210K
|
3.6K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.55K+ 0.45% |
$139K - $207K
|
797K
$62.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.54K+ 32.76% |
$138K - $206K
|
14.3K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.2KNew |
$125K - $186K
|
3.2K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.04K+ 53.02% |
$119K - $177K
|
8.76K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.01K+ 5.88% |
$118K - $175K
|
54.2K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.76K+ 9.04% |
$108K - $161K
|
33.3K
$2.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
2.59K+ 1.5% |
$101K - $151K
|
175K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.38K+ 23.45% |
$93.1K - $139K
|
12.5K
$979K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.21K+ 1.17% |
$86.5K - $129K
|
191K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 24.21% |
$85.5K - $127K
|
11.2K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 31.68% |
$84.8K - $126K
|
9.02K
$704K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2K+ 3.64% |
$78.3K - $117K
|
57K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.9K+ 8.58% |
$74.3K - $111K
|
24.1K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.68K+ 3.76% |
$65.5K - $97.5K
|
46.2K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.56K+ 17.86% |
$60.8K - $90.6K
|
10.3K
$802K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.45K+ 2.54% |
$56.5K - $84.2K
|
58.4K
$4.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.08K+ 3.66% |
$42.2K - $62.8K
|
30.6K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.05K+ 2.45% |
$41.2K - $61.3K
|
44K
$3.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.05K+ 1.86% |
$41K - $61.1K
|
57.6K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
950+ 3.71% |
$37.1K - $55.3K
|
26.6K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
900+ 25.0% |
$35.2K - $52.4K
|
4.5K
$351K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
820+ 10.72% |
$32K - $47.7K
|
8.47K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
769+ 11.28% |
$30.1K - $44.8K
|
7.59K
$592K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
705+ 11.71% |
$27.6K - $41K
|
6.73K
$525K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
619New |
$24.2K - $36K
|
619
$48.3K
|