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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
614New |
$24K - $35.7K
|
614
$35.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
551+ 5.74% |
$21.5K - $32.1K
|
10.2K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
527+ 7.0% |
$20.6K - $30.7K
|
8.05K
$466K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
486+ 8.3% |
$19K - $28.3K
|
6.34K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
472+ 9.54% |
$18.4K - $27.5K
|
5.42K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
413+ 0.4% |
$16.1K - $24K
|
104K
$6.05M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
390+ 5.85% |
$15.2K - $22.7K
|
7.06K
$409K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
371New |
$14.5K - $21.6K
|
371
$21.5K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
358+ 0.75% |
$14K - $20.8K
|
48.2K
$2.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
350+ 1.05% |
$13.7K - $20.4K
|
33.7K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
340+ 1.04% |
$13.3K - $19.8K
|
33.1K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
278+ 4.19% |
$10.9K - $16.2K
|
6.92K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
276+ 22.46% |
$10.8K - $16.1K
|
1.51K
$87.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
226+ 0.54% |
$8.83K - $13.2K
|
42.1K
$2.44M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
226+ 0.54% |
$8.83K - $13.2K
|
42.1K
$2.44M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
221+ 4.08% |
$8.64K - $12.9K
|
5.64K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
213New |
$8.32K - $12.4K
|
213
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180New |
$7.03K - $10.5K
|
180
$10.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
137New |
$5.35K - $7.97K
|
137
$7.93K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129New |
$5.04K - $7.51K
|
129
$7.47K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
84+ 0.53% |
$3.28K - $4.89K
|
15.8K
$917K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.01K - $4.48K
|
77
$4.46K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77+ 38.89% |
$3.01K - $4.48K
|
275
$15.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
66+ 56.41% |
$2.58K - $3.84K
|
183
$10.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
65New |
$2.54K - $3.78K
|
65
$3.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
56New |
$2.19K - $3.26K
|
56
$3.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
55+ 0.19% |
$2.15K - $3.2K
|
28.4K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44+ 293.33% |
$1.72K - $2.56K
|
59
$3.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
39+ 17.26% |
$1.52K - $2.27K
|
265
$15.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 264.29% |
$1.45K - $2.15K
|
51
$2.95K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.58% |
$1.33K - $1.98K
|
5.89K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 23.08% |
$1.17K - $1.75K
|
160
$9.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25+ 0.01% |
$977 - $1.46K
|
176K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.05% |
$743 - $1.11K
|
34.9K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17+ 0.25% |
$664 - $989
|
6.87K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14New |
$547 - $815
|
14
$811
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 1.12% |
$547 - $815
|
1.26K
$73K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14New |
$547 - $815
|
14
$811
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$313 - $466
|
8
$463
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 150.0% |
$234 - $349
|
10
$579
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.36% |
$39.1 - $58.2
|
275
$15.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1- -0.0% |
$39.1 - $58.2
|
34K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 3.51% |
$78.2 - $116
|
55
$3.19K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$78.2 - $116
|
10
$579
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 50.0% |
$117 - $175
|
3
$174
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 2.5% |
$274 - $407
|
273
$15.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.57% |
$274 - $407
|
1.21K
$70.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$352 - $524
|
29
$1.68K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-13- 0.11% |
$508 - $757
|
11.8K
$681K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-27- 72.97% |
$1.06K - $1.57K
|
10
$579
|