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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.09K- 9.94% |
$137K - $168K
|
18.9K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.18K- 0.82% |
$77.8K - $95.2K
|
143K
$10.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.03K+ 100.36% |
$199K - $244K
|
6.04K
$432K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.87% |
$131 - $161
|
231
$16.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.66K- 28.18% |
$175K - $214K
|
6.78K
$484K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
180+ 18.09% |
$11.8K - $14.5K
|
1.18K
$83.9K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-256K- 17.52% |
$14.6M - $18.1M
|
1.21M
$86.2M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$168K - $208K
|
2.95K
$210K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.2KNew |
$698K - $863K
|
12.2K
$873K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
300+ 2.16% |
$17.1K - $21.2K
|
14.2K
$1.01M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.24KNew |
$528K - $653K
|
9.24K
$660K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-537- 1.68% |
$30.7K - $37.9K
|
31.3K
$2.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
921+ 13.63% |
$52.6K - $65K
|
7.68K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.4K- 13.26% |
$251K - $311K
|
28.8K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-123K- 46.39% |
$7.03M - $8.68M
|
142K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.22K- 5.52% |
$127K - $157K
|
38K
$2.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
119KNew |
$6.8M - $8.4M
|
119K
$8.5M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-668- 1.48% |
$38.2K - $47.2K
|
44.3K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-20.6K- 3.75% |
$1.17M - $1.45M
|
527K
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-77.2K- 20.3% |
$4.41M - $5.45M
|
303K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
23K+ 69.91% |
$1.31M - $1.62M
|
55.8K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-139K- 13.44% |
$7.95M - $9.83M
|
896K
$64M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.04% |
$114 - $141
|
4.54K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
517+ 5.6% |
$29.5K - $36.5K
|
9.74K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$2.29K - $2.82K
|
40
$2.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-635K- 24.47% |
$36.3M - $44.8M
|
1.96M
$140M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.9K- 86.59% |
$680K - $841K
|
1.85K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$198K - $244K
|
3.46K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.76K+ 2.01% |
$272K - $336K
|
242K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.34M- 93.99% |
$76.3M - $94.4M
|
85.5K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-394- 0.82% |
$22.5K - $27.8K
|
47.4K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.84KNew |
$276K - $342K
|
4.84K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
223K+ 3682.56% |
$12.8M - $15.8M
|
229K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
491K+ 28.03% |
$28.1M - $34.7M
|
2.24M
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.8K+ 24.74% |
$274K - $339K
|
24.2K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.83K+ 10.49% |
$105K - $129K
|
19.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.29KNew |
$188K - $232K
|
3.29K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
216New |
$12.3K - $15.3K
|
216
$15.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.02K- 0.99% |
$115K - $142K
|
202K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-13.7K- 8.6% |
$781K - $965K
|
145K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.69K+ 40.45% |
$211K - $260K
|
12.8K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
200+ 1.69% |
$11.4K - $14.1K
|
12K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
71.5KNew |
$4.08M - $5.05M
|
71.5K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Heard Capital LLC
Chicago, IL |
SELL
|
- |
-352K- 16.38% |
$20.1M - $24.9M
|
1.8M
$128M
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-69K- 82.17% |
$3.94M - $4.87M
|
15K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
70.3K+ 1.94% |
$4.02M - $4.97M
|
3.69M
$264M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
16KNew |
$912K - $1.13M
|
16K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-709- 1.28% |
$40.5K - $50.1K
|
54.5K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.2K- 17.84% |
$1.9M - $2.34M
|
153K
$10.9M
|
|