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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 27.61% |
$14.6K - $17.9K
|
582
$41.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-227- 3.47% |
$14.9K - $18.3K
|
6.32K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-256- 8.52% |
$16.8K - $20.6K
|
2.75K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-283- 2.04% |
$18.6K - $22.8K
|
13.6K
$967K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-285- 2.66% |
$18.7K - $22.9K
|
10.4K
$744K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-290- 4.11% |
$19.1K - $23.3K
|
6.77K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-294- 0.57% |
$19.3K - $23.7K
|
51.7K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-346- 9.95% |
$22.7K - $27.8K
|
3.13K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-401- 5.92% |
$26.4K - $32.3K
|
6.38K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-416- 1.5% |
$27.3K - $33.5K
|
27.3K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-470- 11.63% |
$30.9K - $37.8K
|
3.57K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-495- 61.26% |
$32.5K - $39.8K
|
313
$22.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-536- 4.24% |
$35.2K - $43.1K
|
12.1K
$864K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-655- 9.93% |
$43.1K - $52.7K
|
5.94K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-696- 1.26% |
$45.8K - $56K
|
54.6K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-747- 1.12% |
$49.1K - $60.1K
|
65.8K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-795- 1.42% |
$52.3K - $64K
|
55K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-851- 11.08% |
$55.9K - $68.5K
|
6.83K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-890- 2.84% |
$58.5K - $71.6K
|
30.5K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-903- 2.04% |
$59.4K - $72.7K
|
43.4K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.1K- 11.21% |
$72.3K - $88.5K
|
8.71K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 0.62% |
$72.8K - $89.1K
|
178K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.13K- 1.28% |
$74K - $90.6K
|
87.1K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.14K- 5.0% |
$74.9K - $91.7K
|
21.7K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.17K- 10.34% |
$77K - $94.3K
|
10.2K
$724K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.18K- 6.19% |
$77.2K - $94.6K
|
17.8K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.18K- 0.82% |
$77.8K - $95.2K
|
143K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.32K- 7.07% |
$86.5K - $106K
|
17.3K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.36K- 11.33% |
$89.5K - $110K
|
10.7K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 87.29% |
$91.6K - $112K
|
203
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.89K- 0.53% |
$124K - $152K
|
353K
$25.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.09K- 9.94% |
$137K - $168K
|
18.9K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.14K- 53.98% |
$140K - $172K
|
1.82K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 6.49% |
$162K - $199K
|
35.6K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.5K- 2.07% |
$164K - $201K
|
118K
$8.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.55K- 3.44% |
$168K - $206K
|
71.7K
$5.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.66K- 28.18% |
$175K - $214K
|
6.78K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 45.2% |
$191K - $234K
|
3.53K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.13K- 7.4% |
$206K - $252K
|
39.2K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.23K- 1.84% |
$212K - $260K
|
172K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.24K- 8.16% |
$213K - $261K
|
36.5K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.4K- 14.14% |
$224K - $274K
|
20.7K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.47K- 51.14% |
$228K - $279K
|
3.31K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.53K- 18.3% |
$232K - $284K
|
15.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.86K- 3.8% |
$253K - $310K
|
97.5K
$6.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.98K- 21.83% |
$262K - $320K
|
14.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.09K- 17.32% |
$269K - $329K
|
19.5K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.51K- 0.28% |
$297K - $363K
|
1.59M
$113M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.36K- 2.66% |
$353K - $432K
|
196K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.4K- 33.19% |
$355K - $435K
|
10.9K
$775K
|