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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
54New |
$3.55K - $4.35K
|
54
$3.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
46+ 4.34% |
$3.02K - $3.7K
|
1.11K
$78.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41New |
$2.7K - $3.3K
|
41
$2.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38+ 95.0% |
$2.5K - $3.06K
|
78
$5.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 7.78% |
$2.3K - $2.82K
|
485
$34.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
35+ 0.5% |
$2.3K - $2.82K
|
6.98K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31+ 0.37% |
$2.04K - $2.5K
|
8.4K
$599K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 19.35% |
$1.97K - $2.41K
|
185
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
29+ 0.19% |
$1.91K - $2.33K
|
15.1K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 1.98% |
$1.38K - $1.69K
|
1.08K
$77.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
20+ 0.1% |
$1.31K - $1.61K
|
20.6K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 12.5% |
$657 - $805
|
90
$6.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
10+ 0.04% |
$657 - $805
|
23.8K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$329 - $402
|
5
$356
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$329 - $402
|
5
$356
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$197 - $241
|
3
$214
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2New |
$131 - $161
|
2
$143
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.82% |
$131 - $161
|
73
$5.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$131 - $161
|
9.74K
$694K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.87% |
$131 - $161
|
231
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$65.7 - $80.5
|
1
$71.3
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$65.7 - $80.5
|
1
$71.3
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 62.5% |
$329 - $402
|
3
$214
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$329 - $402
|
58.8K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-11- 0.13% |
$723 - $885
|
8.6K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 1.08% |
$986 - $1.21K
|
1.37K
$97.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.05% |
$1.18K - $1.45K
|
38.6K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 2.42% |
$1.91K - $2.33K
|
1.17K
$83.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-36- 4.63% |
$2.37K - $2.9K
|
741
$52.8K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-37- 0.09% |
$2.43K - $2.98K
|
40.1K
$2.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-43- 0.27% |
$2.83K - $3.46K
|
16K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-58- 1.37% |
$3.81K - $4.67K
|
4.16K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-69- 1.2% |
$4.54K - $5.55K
|
5.66K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-74- 2.09% |
$4.86K - $5.96K
|
3.47K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-75- 0.61% |
$4.93K - $6.04K
|
12.1K
$865K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-86- 0.3% |
$5.65K - $6.92K
|
28.6K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 16.25% |
$6.44K - $7.89K
|
505
$36K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 9.1% |
$6.57K - $8.05K
|
999
$71.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-103- 0.26% |
$6.77K - $8.29K
|
38.8K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 28.93% |
$6.9K - $8.45K
|
258
$18.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-114- 0.34% |
$7.49K - $9.18K
|
33.6K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-134- 1.58% |
$8.81K - $10.8K
|
8.36K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-167- 13.95% |
$11K - $13.4K
|
1.03K
$73.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-173- 3.81% |
$11.4K - $13.9K
|
4.37K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-173- 0.69% |
$11.4K - $13.9K
|
25K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-191- 5.81% |
$12.6K - $15.4K
|
3.1K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-193- 1.91% |
$12.7K - $15.5K
|
9.9K
$706K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 2.5% |
$14.2K - $17.4K
|
8.42K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 29.89% |
$14.3K - $17.5K
|
509
$36.3K
|