Latest Institutional Transactions on Moelis & CO (MC)
This table provides information on the latest institutional transactions involving Moelis & CO (MC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.32K- 7.07% |
$86.5K - $106K
|
17.3K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
66.8KNew |
$4.39M - $5.37M
|
66.8K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.96K+ 75.62% |
$195K - $238K
|
6.87K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
137+ 52.49% |
$9.01K - $11K
|
398
$30.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
12.1K+ 13.88% |
$796K - $974K
|
99.3K
$7.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
929New |
$61.1K - $74.8K
|
929
$70.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$329 - $402
|
5
$380
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 6.49% |
$162K - $199K
|
35.6K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-193- 1.91% |
$12.7K - $15.5K
|
9.9K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
712KNew |
$46.8M - $57.3M
|
712K
$54.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.2K- 4.41% |
$3.5M - $4.28M
|
1.15M
$87.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-77.4K- 15.27% |
$5.09M - $6.23M
|
429K
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-8.58K- 17.12% |
$564K - $691K
|
41.5K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 7.78% |
$84K - $103K
|
17.7K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
97.2K+ 52.29% |
$6.39M - $7.83M
|
283K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
14.5KNew |
$953K - $1.17M
|
14.5K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 7.78% |
$2.3K - $2.82K
|
485
$36.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.89K- 0.53% |
$124K - $152K
|
353K
$26.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-109K- 10.15% |
$7.13M - $8.73M
|
960K
$73M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-80.8K- 93.41% |
$5.31M - $6.5M
|
5.7K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
257+ 2.73% |
$16.9K - $20.7K
|
9.69K
$736K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
419New |
$27.5K - $33.7K
|
419
$31.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
45.5K+ 303.94% |
$2.99M - $3.66M
|
60.5K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
62.5KNew |
$4.11M - $5.03M
|
62.5K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.51K- 0.28% |
$297K - $363K
|
1.59M
$121M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
540+ 0.63% |
$35.5K - $43.5K
|
86K
$6.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-183K- 9.34% |
$12M - $14.7M
|
1.78M
$135M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.9KNew |
$322K - $394K
|
4.9K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8.69K- 3.06% |
$571K - $700K
|
276K
$21M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.6K+ 262.82% |
$1.09M - $1.33M
|
22.9K
$1.74M
|
|
|
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
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
24.8KNew |
$1.63M - $2M
|
24.8K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-13.3K- 3.03% |
$877K - $1.07M
|
427K
$32.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.21K+ 14.27% |
$474K - $581K
|
57.8K
$4.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
99.8K+ 1.24% |
$6.56M - $8.03M
|
8.15M
$619M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
14.7KNew |
$966K - $1.18M
|
14.7K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3KNew |
$197K - $241K
|
3K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
45.9K+ 172.38% |
$3.02M - $3.7M
|
72.6K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.55K- 3.44% |
$168K - $206K
|
71.7K
$5.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
15.4KNew |
$1.01M - $1.24M
|
15.4K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-903- 2.04% |
$59.4K - $72.7K
|
43.4K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-11.2K- 9.45% |
$739K - $905K
|
108K
$8.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-210K- 26.14% |
$13.8M - $16.9M
|
594K
$45.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 16.25% |
$6.44K - $7.89K
|
505
$38.4K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.5K- 2.07% |
$164K - $201K
|
118K
$8.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-394K- 25.3% |
$25.9M - $31.7M
|
1.16M
$88.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
9.94K+ 42.45% |
$653K - $800K
|
33.4K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.16MNew |
$76.6M - $93.8M
|
1.16M
$88.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
11.1KNew |
$730K - $893K
|
11.1K
$844K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84KNew |
$187K - $228K
|
2.84K
$216K
|