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 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-27- 0.44% |
$1.06K - $1.57K
|
6.06K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-31- 0.34% |
$1.21K - $1.8K
|
9.2K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65- 1.43% |
$2.54K - $3.78K
|
4.49K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 4.38% |
$3.01K - $4.48K
|
1.68K
$120K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-97- 24.74% |
$3.79K - $5.65K
|
295
$21.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-100- 0.85% |
$3.91K - $5.82K
|
11.6K
$829K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 0.89% |
$3.91K - $5.82K
|
11.2K
$798K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-103- 66.88% |
$4.03K - $5.99K
|
51
$3.64K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-133- 2.84% |
$5.2K - $7.74K
|
4.56K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-162- 3.45% |
$6.33K - $9.43K
|
4.53K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-165- 2.65% |
$6.45K - $9.6K
|
6.07K
$433K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-180- 0.78% |
$7.03K - $10.5K
|
22.8K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-198- 2.02% |
$7.74K - $11.5K
|
9.62K
$687K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-212- 4.69% |
$8.28K - $12.3K
|
4.31K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-255- 0.96% |
$9.97K - $14.8K
|
26.4K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-266- 5.68% |
$10.4K - $15.5K
|
4.42K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-267- 2.49% |
$10.4K - $15.5K
|
10.4K
$746K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-292- 1.19% |
$11.4K - $17K
|
24.2K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.52% |
$11.7K - $17.5K
|
19.5K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-301- 0.82% |
$11.8K - $17.5K
|
36.4K
$2.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-342- 1.8% |
$13.4K - $19.9K
|
18.6K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-457- 1.1% |
$17.9K - $26.6K
|
41K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-483- 25.26% |
$18.9K - $28.1K
|
1.43K
$102K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.47% |
$19.5K - $29.1K
|
33.4K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-569- 1.07% |
$22.2K - $33.1K
|
52.4K
$3.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-599- 68.46% |
$23.4K - $34.9K
|
276
$19.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-649- 2.06% |
$25.4K - $37.8K
|
30.8K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-673- 2.41% |
$26.3K - $39.2K
|
27.2K
$1.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-845- 2.39% |
$33K - $49.2K
|
34.6K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-883- 2.58% |
$34.5K - $51.4K
|
33.3K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.14K- 2.23% |
$44.6K - $66.5K
|
50.1K
$3.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.16K- 19.48% |
$45.1K - $67.2K
|
4.77K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.17K- 23.22% |
$45.5K - $67.8K
|
3.85K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.4K- 2.42% |
$54.9K - $81.7K
|
56.6K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.42K- 2.87% |
$55.6K - $82.8K
|
48.2K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.5K- 2.46% |
$58.5K - $87.1K
|
59.4K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.51K- 3.03% |
$59.2K - $88.1K
|
48.5K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.66K- 2.59% |
$64.9K - $96.6K
|
62.4K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.7K- 2.13% |
$66.4K - $98.9K
|
78K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.77K- 24.37% |
$69.2K - $103K
|
5.49K
$392K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-2.24K- 3.47% |
$87.3K - $130K
|
62.2K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.41K- 0.44% |
$94K - $140K
|
548K
$39.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.6K- 5.3% |
$101K - $151K
|
46.4K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.82K- 10.01% |
$110K - $164K
|
25.3K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.83K- 5.82% |
$111K - $165K
|
45.8K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-3.14K- 65.35% |
$123K - $183K
|
1.66K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.32K- 4.5% |
$130K - $193K
|
70.3K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.55K- 11.15% |
$139K - $207K
|
28.3K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.71K- 9.31% |
$145K - $216K
|
36.1K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.73K- 39.62% |
$146K - $217K
|
5.68K
$406K
|