Purchases and Sales Made in Q4 2024 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q4 2024. 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, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
15.4K+ 63.64% |
$1.01M - $1.24M
|
39.6K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
15.2KNew |
$1M - $1.23M
|
15.2K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
14.7KNew |
$966K - $1.18M
|
14.7K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
14.5KNew |
$953K - $1.17M
|
14.5K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14KNew |
$923K - $1.13M
|
14K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.6K+ 1.37% |
$830K - $1.02M
|
936K
$54.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
12.1K+ 13.88% |
$796K - $974K
|
99.3K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
11.8KNew |
$776K - $950K
|
11.8K
$683K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 8.27% |
$775K - $948K
|
154K
$8.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
11.1KNew |
$730K - $893K
|
11.1K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
9.94K+ 42.45% |
$653K - $800K
|
33.4K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
9.84KNew |
$647K - $792K
|
9.84K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
8.97KNew |
$590K - $722K
|
8.97K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8.77K+ 526.09% |
$577K - $706K
|
10.4K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.85K+ 41.69% |
$516K - $632K
|
26.7K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.7K+ 62.77% |
$506K - $620K
|
20K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.21K+ 14.27% |
$474K - $581K
|
57.8K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.87KNew |
$452K - $553K
|
6.87K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.61KNew |
$435K - $532K
|
6.61K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
6.56K+ 44.5% |
$431K - $528K
|
21.3K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.51K+ 9.3% |
$428K - $524K
|
76.5K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.02K+ 31.03% |
$396K - $485K
|
25.4K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.58KNew |
$367K - $449K
|
5.58K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.19KNew |
$341K - $418K
|
5.19K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
5.06K+ 1.16% |
$333K - $407K
|
440K
$25.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.9KNew |
$322K - $394K
|
4.9K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.53KNew |
$298K - $365K
|
4.53K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.2K+ 35.74% |
$276K - $338K
|
16K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.83KNew |
$252K - $308K
|
3.83K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.52KNew |
$231K - $283K
|
3.52K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.46KNew |
$227K - $278K
|
3.46K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.43K+ 22.15% |
$226K - $276K
|
18.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.28K+ 1.02% |
$216K - $264K
|
324K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$215K - $263K
|
3.27K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.05KNew |
$200K - $245K
|
3.05K
$176K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.03K+ 100.36% |
$199K - $244K
|
6.04K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3KNew |
$197K - $241K
|
3K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.96K+ 75.62% |
$195K - $238K
|
6.87K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.85K+ 7.17% |
$187K - $229K
|
42.6K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84KNew |
$187K - $228K
|
2.84K
$164K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.8KNew |
$184K - $225K
|
2.8K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.79KNew |
$184K - $225K
|
2.79K
$162K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.76KNew |
$181K - $222K
|
2.76K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.51K+ 45.95% |
$165K - $202K
|
7.97K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.25K+ 2.84% |
$148K - $181K
|
81.5K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 117.62% |
$143K - $175K
|
4.02K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.17K+ 29.23% |
$143K - $175K
|
9.59K
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.09K+ 5.62% |
$138K - $168K
|
39.3K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.97KNew |
$130K - $159K
|
1.97K
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.95K+ 1.01% |
$128K - $157K
|
196K
$11.3M
|