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 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.81K+ 1.28% |
$119K - $146K
|
144K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.58K+ 4.1% |
$104K - $127K
|
40.2K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 7.78% |
$84K - $103K
|
17.7K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 13.88% |
$70.1K - $85.9K
|
8.75K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 0.73% |
$65.7K - $80.5K
|
138K
$8.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
967+ 46.76% |
$63.6K - $77.8K
|
3.04K
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
929New |
$61.1K - $74.8K
|
929
$53.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
919+ 7.5% |
$60.4K - $74K
|
13.2K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
907+ 1.66% |
$59.6K - $73K
|
55.4K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
860+ 2.06% |
$56.5K - $69.2K
|
42.6K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
854New |
$56.1K - $68.7K
|
854
$49.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
829New |
$54.5K - $66.7K
|
829
$48K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
800New |
$52.6K - $64.4K
|
800
$46.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
799+ 368.2% |
$52.5K - $64.3K
|
1.02K
$58.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
691+ 14.17% |
$45.4K - $55.6K
|
5.57K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
663+ 0.78% |
$43.6K - $53.4K
|
85.9K
$4.97M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
630New |
$41.4K - $50.7K
|
630
$36.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
629+ 0.35% |
$41.4K - $50.6K
|
181K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
626+ 2.3% |
$41.2K - $50.4K
|
27.9K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
622+ 2.04% |
$40.9K - $50.1K
|
31.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
546+ 9.51% |
$35.9K - $43.9K
|
6.29K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
540+ 0.63% |
$35.5K - $43.5K
|
86K
$4.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
516+ 47.73% |
$33.9K - $41.5K
|
1.6K
$92.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
491+ 148.34% |
$32.3K - $39.5K
|
822
$47.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
440+ 9.48% |
$28.9K - $35.4K
|
5.08K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
419New |
$27.5K - $33.7K
|
419
$24.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
349+ 0.73% |
$22.9K - $28.1K
|
48.4K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
325+ 7.97% |
$21.4K - $26.2K
|
4.41K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
323+ 4.98% |
$21.2K - $26K
|
6.81K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
317+ 18.74% |
$20.8K - $25.5K
|
2.01K
$116K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
302+ 8.84% |
$19.9K - $24.3K
|
3.72K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
272+ 7.42% |
$17.9K - $21.9K
|
3.94K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
257+ 2.73% |
$16.9K - $20.7K
|
9.69K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
234+ 3.27% |
$15.4K - $18.8K
|
7.39K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
213+ 5.01% |
$14K - $17.1K
|
4.46K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
187+ 4.03% |
$12.3K - $15.1K
|
4.83K
$280K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
180+ 18.09% |
$11.8K - $14.5K
|
1.18K
$68K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
177New |
$11.6K - $14.2K
|
177
$10.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
163+ 0.8% |
$10.7K - $13.1K
|
20.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
158+ 2.72% |
$10.4K - $12.7K
|
5.96K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
140+ 5.84% |
$9.2K - $11.3K
|
2.54K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
137+ 52.49% |
$9.01K - $11K
|
398
$23K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.29% |
$6.57K - $8.05K
|
34.1K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
89+ 0.64% |
$5.85K - $7.16K
|
13.9K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
86+ 68.8% |
$5.65K - $6.92K
|
211
$12.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
81New |
$5.32K - $6.52K
|
81
$4.69K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
69New |
$4.54K - $5.55K
|
69
$4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 54.47% |
$4.4K - $5.39K
|
190
$11K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
66+ 0.4% |
$4.34K - $5.31K
|
16.6K
$962K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61+ 0.75% |
$4.01K - $4.91K
|
8.17K
$473K
|