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
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.85K- 10.26% |
$150K - $224K
|
33.7K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.88K- 1.91% |
$152K - $226K
|
199K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4K- 71.52% |
$156K - $233K
|
1.59K
$114K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-4.33K- 3.98% |
$169K - $252K
|
105K
$7.47M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.24K- 25.61% |
$205K - $305K
|
15.2K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.37K- 16.25% |
$210K - $313K
|
27.7K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.4K- 7.42% |
$211K - $314K
|
67.4K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.56K- 54.28% |
$217K - $323K
|
4.68K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-5.73KClosed |
$224K - $333K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Heard Capital LLC
Chicago, IL |
SELL
|
- |
-5.85K- 0.31% |
$229K - $341K
|
1.86M
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.01K- 0.65% |
$235K - $350K
|
922K
$65.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.2K- 9.15% |
$281K - $419K
|
71.5K
$5.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-7.26K- 1.58% |
$284K - $422K
|
451K
$32.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-7.55K- 1.68% |
$295K - $439K
|
442K
$31.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-7.95K- 17.5% |
$311K - $463K
|
37.5K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-8.06K- 7.66% |
$315K - $469K
|
97.1K
$6.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.11K- 18.31% |
$317K - $472K
|
36.2K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.28K- 15.38% |
$323K - $482K
|
45.6K
$3.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-8.31K- 8.19% |
$325K - $484K
|
93.2K
$6.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-10.3K- 67.55% |
$401K - $597K
|
4.93K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-11.7K- 17.24% |
$457K - $681K
|
56.2K
$4.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 3.17% |
$471K - $701K
|
368K
$26.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-12.4K- 5.37% |
$485K - $722K
|
219K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.9K- 1.18% |
$503K - $749K
|
1.08M
$77M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-14.5K- 44.61% |
$567K - $845K
|
18K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-14.7K- 10.59% |
$573K - $853K
|
124K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-14.8K- 0.19% |
$580K - $864K
|
7.77M
$555M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-15.1K- 10.32% |
$590K - $879K
|
131K
$9.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-16.5K- 6.39% |
$645K - $961K
|
242K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20.6K- 9.06% |
$806K - $1.2M
|
207K
$14.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-25K- 84.53% |
$976K - $1.45M
|
4.57K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-30.1K- 67.68% |
$1.18M - $1.75M
|
14.4K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-40K- 3.57% |
$1.56M - $2.33M
|
1.08M
$77.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.2K- 4.83% |
$2.28M - $3.39M
|
1.15M
$82M
|
|
|
Feb 13, 2024
Q4 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-73.5K- 2.41% |
$2.87M - $4.28M
|
2.98M
$213M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-75.2K- 6.27% |
$2.94M - $4.38M
|
1.12M
$80.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-80.2K- 75.14% |
$3.14M - $4.67M
|
26.6K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-93.8K- 33.42% |
$3.67M - $5.46M
|
187K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-100K- 35.95% |
$3.92M - $5.84M
|
179K
$12.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-117K- 39.9% |
$4.58M - $6.83M
|
177K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-121K- 5.42% |
$4.74M - $7.06M
|
2.12M
$151M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-153K- 12.56% |
$5.96M - $8.88M
|
1.06M
$75.9M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-153K- 12.56% |
$5.96M - $8.88M
|
1.06M
$75.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-178K- 13.7% |
$6.96M - $10.4M
|
1.12M
$80.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-192K- 5.57% |
$7.52M - $11.2M
|
3.26M
$233M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-197K- 2.71% |
$7.71M - $11.5M
|
7.08M
$506M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-326K- 22.13% |
$12.8M - $19M
|
1.15M
$82M
|