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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
625+ 3.37% |
$21.1K - $29.9K
|
19.2K
$1.37M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
3.26K+ 16.22% |
$110K - $156K
|
23.3K
$1.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.26K+ 54.4% |
$76.2K - $108K
|
6.41K
$458K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
348+ 43.02% |
$11.7K - $16.6K
|
1.16K
$82.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
851New |
$28.7K - $40.7K
|
851
$60.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1K+ 9.64% |
$33.7K - $47.8K
|
11.4K
$812K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
374New |
$12.6K - $17.9K
|
374
$26.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-193- 81.43% |
$6.51K - $9.22K
|
44
$3.14K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-73- 0.57% |
$2.46K - $3.49K
|
12.6K
$902K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-161Closed |
$6.15K - $7.73K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.75KNew |
$220K - $276K
|
5.75K
$411K
|
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$153 - $192
|
11.3K
$808K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16Closed |
$611 - $768
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-211Closed |
$8.06K - $10.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21KClosed |
$803K - $1.01M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-18KClosed |
$687K - $864K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-44.2KClosed |
$1.69M - $2.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
54.4K+ 38.18% |
$2.08M - $2.61M
|
197K
$14.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.73KNew |
$219K - $275K
|
5.73K
$409K
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5.96K- 69.04% |
$228K - $286K
|
2.67K
$191K
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-169K- 80.81% |
$6.47M - $8.13M
|
40.2K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-17.1K- 75.55% |
$652K - $819K
|
5.52K
$395K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
15.8KNew |
$602K - $756K
|
15.8K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-20.8K- 99.09% |
$792K - $996K
|
190
$13.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-173KClosed |
$6.59M - $8.29M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-9.77KClosed |
$373K - $469K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.81KClosed |
$183K - $231K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-74.7KClosed |
$2.85M - $3.58M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.95KClosed |
$303K - $381K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-752Closed |
$28.7K - $36.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-271- 3.61% |
$10.3K - $13K
|
7.24K
$517K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.6KClosed |
$252K - $317K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-20.1KClosed |
$769K - $967K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-414Closed |
$15.8K - $19.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
207New |
$7.9K - $9.94K
|
207
$14.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.37KNew |
$205K - $258K
|
5.37K
$383K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-1.69KClosed |
$64.6K - $81.2K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 2.9% |
$153 - $192
|
134
$9.57K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
608New |
$23.2K - $29.2K
|
608
$43.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-70.5KClosed |
$2.69M - $3.39M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
SELL
|
- |
-4.94KClosed |
$189K - $237K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-36.5KClosed |
$1.39M - $1.75M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.6KNew |
$1.09M - $1.55M
|
24.6K
$1.76M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.02KNew |
$223K - $317K
|
5.02K
$359K
|
|
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-177K- 81.87% |
$7.87M - $11.2M
|
39.2K
$2.8M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-268- 38.78% |
$11.9K - $16.9K
|
423
$30.2K
|
|
|
May 24, 2022
Q1 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-6.36KClosed |
$282K - $401K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-39.8KClosed |
$1.77M - $2.51M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-27.5KClosed |
$1.22M - $1.74M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-15.7KClosed |
$699K - $992K
|
0
$0
|
|