Latest Institutional Transactions on Moelis & CO (MC)

MC Quotes by TradingView

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 14, 2023 Q3 2023
Public Employees Retirement Association Of Colorado

Denver, CO
BUY
 -
1.62K
+ 26.94%
$71.2K - $84.4K
7.65K $485K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
5
New
$219 - $260
5 $317
Nov 14, 2023 Q3 2023
Capital Impact Advisors, LLC

Boston, MA
BUY
 -
6.81K
+ 111.72%
$299K - $354K
12.9K $817K
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
SELL
 -
-1.45K
- 2.69%
$63.5K - $75.3K
52.4K $3.32M
Nov 13, 2023 Q3 2023
Numerai Gp LLC

San Francisco, CA
BUY
 -
24.5K
New
$1.08M - $1.28M
24.5K $1.55M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-13
- 1.66%
$570 - $676
770 $48.8K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
72
New
$3.16K - $3.74K
72 $4.56K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.61K
+ 0.76%
$70.5K - $83.5K
213K $13.5M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
637
+ 9.21%
$28K - $33.1K
7.56K $479K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
45
New
$1.97K - $2.34K
45 $2.85K
Oct 24, 2023 Q3 2023
Adirondack Retirement Specialists, Inc.

SELL
 -
-66K
- 44.86%
$2.9M - $3.43M
81.1K $5.14M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
37
New
$1.62K - $1.92K
37 $2.34K
Oct 18, 2023 Q3 2023
Washington Trust CO

SELL
 -
-1
- 3.7%
$43.9 - $52
26 $1.65K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
15.4K
New
$675K - $800K
15.4K $975K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
24
+ 18.75%
$1.05K - $1.25K
152 $9.63K
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-1.85K
- 25.52%
$81.1K - $96.2K
5.4K $342K
Q2 2023
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
574
New
$19.6K - $26.7K
574 $36.4K
Aug 14, 2023 Q2 2023
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 CALL
5K
New
$171K - $233K
5K $317K
Aug 14, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
57.6K
New
$1.97M - $2.68M
57.6K $3.65M
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.84K
New
$166K - $225K
4.84K $307K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
45
New
$1.54K - $2.09K
45 $2.85K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
14
New
$479 - $651
14 $887
Jul 12, 2023 Q2 2023
Sciencast Management LP

BUY
 -
11.8K
New
$402K - $547K
11.8K $745K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 10.0%
$34.2 - $46.5
9 $570
Jul 06, 2023 Q2 2023
Richard P Slaughter Associates Inc

BUY
 -
467
+ 1.51%
$16K - $21.7K
31.3K $1.98M
Q1 2023
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
110
New
$4.09K - $5.43K
110 $6.97K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-73
- 4.06%
$2.71K - $3.6K
1.73K $109K
May 15, 2023 Q1 2023
Macquarie Group LTD

Australia, C3
BUY
 -
3.53K
+ 14.7%
$131K - $174K
27.5K $1.74M
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
75.5K
New
$2.8M - $3.72M
75.5K $4.78M
May 12, 2023 Q1 2023
Winton Group LTD

London, X0
BUY
 -
5.27K
New
$196K - $260K
5.27K $334K
May 11, 2023 Q1 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-6.02K
- 43.23%
$224K - $297K
7.9K $501K
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-1.14K
- 14.19%
$42.4K - $56.2K
6.89K $437K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-106
- 1.04%
$3.94K - $5.23K
10K $636K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
17
+ 73.91%
$632 - $839
40 $2.53K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
2
+ 8.7%
$74.3 - $98.7
25 $1.58K
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
35.1K
New
$1.3M - $1.73M
35.1K $2.22M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
166
New
$6.17K - $8.19K
166 $10.5K
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
308
New
$11.4K - $15.2K
308 $19.5K
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
1.06K
+ 5.72%
$39.3K - $52.2K
19.6K $1.24M
Apr 11, 2023 Q1 2023
Newport Capital Group, LLC

BUY
 -
298K
New
$11.1M - $14.7M
298K $18.9M
Q4 2022
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-44
Closed
$1.52K - $2.04K
0 $0
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
5
New
$173 - $232
5 $317
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
6.22K
New
$215K - $289K
6.22K $394K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
153
New
$5.29K - $7.1K
153 $9.69K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
683K
New
$23.6M - $31.7M
683K $43.3M
Feb 14, 2023 Q4 2022
Ergoteles LLC

New York, NY
BUY
 -
17.5K
New
$606K - $814K
17.5K $1.11M
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
27
New
$933 - $1.25K
27 $1.71K
Feb 13, 2023 Q4 2022
Martingale Asset Management L P

Boston, MA
SELL
 -
-4.81K
- 47.53%
$166K - $223K
5.31K $337K
Feb 10, 2023 Q4 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
1.36K
+ 12.68%
$47K - $63K
12.1K $765K

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