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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-13.9KClosed |
$617K - $877K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14Closed |
$622 - $883
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.06KClosed |
$402K - $572K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
380New |
$16.9K - $24K
|
380
$27.1K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.23KClosed |
$54.6K - $77.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-147KClosed |
$6.52M - $9.25M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.26KClosed |
$55.8K - $79.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-530Closed |
$23.5K - $33.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-31.9KClosed |
$1.41M - $2.01M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.55KClosed |
$158K - $224K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-30KClosed |
$1.33M - $1.89M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.25KClosed |
$144K - $205K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
173New |
$7.68K - $10.9K
|
173
$12.4K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.27KClosed |
$56.3K - $80K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-19.3KClosed |
$855K - $1.21M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6KClosed |
$266K - $378K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-15.6KClosed |
$691K - $981K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40Closed |
$1.78K - $2.52K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.57KClosed |
$158K - $225K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-16.7KClosed |
$739K - $1.05M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-20.1K- 68.29% |
$893K - $1.27M
|
9.33K
$667K
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-418Closed |
$18.6K - $26.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
140New |
$6.22K - $8.83K
|
140
$10K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-320Closed |
$14.2K - $20.2K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-8.7KClosed |
$386K - $549K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-5.12KClosed |
$227K - $323K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-10.8KClosed |
$481K - $684K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
5.98KNew |
$354K - $460K
|
5.98K
$427K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3Closed |
$177 - $231
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-422Closed |
$25K - $32.5K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.78KClosed |
$401K - $522K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-5.34KClosed |
$316K - $411K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-15KClosed |
$887K - $1.15M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.58KClosed |
$330K - $430K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-11KClosed |
$651K - $848K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Park Circle CO
|
BUY
|
- |
7K+ 16.21% |
$414K - $539K
|
50.2K
$3.58M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-135Closed |
$7.98K - $10.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.9KClosed |
$112K - $146K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$532 - $693
|
9
$643
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$59.1 - $77
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-70Closed |
$4.14K - $5.39K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.5KClosed |
$799K - $1.04M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.2KClosed |
$426K - $554K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.75KClosed |
$222K - $289K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.77KClosed |
$223K - $290K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-70Closed |
$4.14K - $5.39K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-680Closed |
$40.2K - $52.3K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-95Closed |
$5.62K - $7.31K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-27KClosed |
$1.6M - $2.08M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-2.71KClosed |
$143K - $173K
|
0
$0
|