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
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
5.37K
New
$205K - $258K
5.37K $340K
Aug 03, 2022 Q2 2022
Van Eck Associates Corp

SELL
 -
-1.69K
Closed
$64.6K - $81.2K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-4
- 2.9%
$153 - $192
134 $8.49K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
608
New
$23.2K - $29.2K
608 $38.5K
Jul 25, 2022 Q2 2022
Meritage Portfolio Management

SELL
 -
-70.5K
Closed
$2.69M - $3.39M
0 $0
Jul 21, 2022 Q2 2022
Campion Asset Management

SELL
 -
-4.94K
Closed
$189K - $237K
0 $0
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-36.5K
Closed
$1.39M - $1.75M
0 $0
Q1 2022
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
24.6K
New
$1.09M - $1.55M
24.6K $1.56M
Feb 01, 2023 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
5.02K
New
$223K - $317K
5.02K $318K
Dec 01, 2022 Q1 2022
Robeco Institutional Asset Management B.V.

SELL
 -
-177K
- 81.87%
$7.87M - $11.2M
39.2K $2.48M
May 24, 2022 Q1 2022
Origin Asset Management LLP

London, X0
SELL
 -
-6.36K
Closed
$282K - $401K
0 $0
May 23, 2022 Q1 2022
Castellan Group

Louisville, KY
SELL
 -
-39.8K
Closed
$1.77M - $2.51M
0 $0
May 16, 2022 Q1 2022
Allstate Corp

Northbrook, IL
SELL
 -
-15.7K
Closed
$699K - $992K
0 $0
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-14
Closed
$622 - $883
0 $0
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-9.06K
Closed
$402K - $572K
0 $0
May 13, 2022 Q1 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-530
Closed
$23.5K - $33.4K
0 $0
May 12, 2022 Q1 2022
Apg Asset Management N.V.

Amsterdam, P7
SELL
 -
-31.9K
Closed
$1.41M - $2.01M
0 $0
May 05, 2022 Q1 2022
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-30K
Closed
$1.33M - $1.89M
0 $0
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
173
New
$7.68K - $10.9K
173 $11K
May 03, 2022 Q1 2022
Edge Capital Group, LLC

SELL
 -
-1.27K
Closed
$56.3K - $80K
0 $0
May 02, 2022 Q1 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-15.6K
Closed
$691K - $981K
0 $0
May 02, 2022 Q1 2022
Levin Capital Strategies, L.P.

New York, NY
SELL
 -
-6K
Closed
$266K - $378K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-40
Closed
$1.78K - $2.52K
0 $0
Apr 27, 2022 Q1 2022
Dupont Capital Management Corp

SELL
 -
-20.1K
- 68.29%
$893K - $1.27M
9.33K $591K
Apr 27, 2022 Q1 2022
Counterpoint Mutual Funds LLC

SELL
 -
-418
Closed
$18.6K - $26.4K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-320
Closed
$14.2K - $20.2K
0 $0
Apr 26, 2022 Q1 2022
Timber Creek Capital Management LLC

BUY
 -
140
New
$6.22K - $8.83K
140 $8.87K
Apr 21, 2022 Q1 2022
Sfmg, LLC

SELL
 -
-5.12K
Closed
$227K - $323K
0 $0
Apr 07, 2022 Q1 2022
Diversified Trust CO

SELL
 -
-10.8K
Closed
$481K - $684K
0 $0
Q4 2021
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-3
Closed
$177 - $231
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-422
Closed
$25K - $32.5K
0 $0
Feb 14, 2022 Q4 2021
Lee Ainslie Maverick Capital LTD | Dallas, Tx
SELL
 -
-11K
Closed
$651K - $848K
0 $0
Feb 14, 2022 Q4 2021
Shay Capital LLC

New York, NY
SELL
 -
-15K
Closed
$887K - $1.15M
0 $0
Feb 14, 2022 Q4 2021
Capula Management LTD

Grand Cayman, E9
SELL
 -
-5.34K
Closed
$316K - $411K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-135
Closed
$7.98K - $10.4K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$59.1 - $77
0 $0
Feb 11, 2022 Q4 2021
Park Circle CO

BUY
 -
7K
+ 16.21%
$414K - $539K
50.2K $3.18M
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
9
New
$532 - $693
9 $570
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-70
Closed
$4.14K - $5.39K
0 $0
Feb 10, 2022 Q4 2021
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-7.2K
Closed
$426K - $554K
0 $0
Feb 10, 2022 Q4 2021
Essex Investment Management CO LLC

Boston, MA
SELL
 -
-13.5K
Closed
$799K - $1.04M
0 $0
Feb 09, 2022 Q4 2021
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-3.75K
Closed
$222K - $289K
0 $0
Feb 03, 2022 Q4 2021
Sawgrass Asset Management LLC

SELL
 -
-3.77K
Closed
$223K - $290K
0 $0
Jan 28, 2022 Q4 2021
Rpg Investment Advisory, LLC

SELL
 -
-70
Closed
$4.14K - $5.39K
0 $0
Jan 27, 2022 Q4 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-680
Closed
$40.2K - $52.3K
0 $0
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-95
Closed
$5.62K - $7.31K
0 $0
Jan 18, 2022 Q4 2021
M&G Investment Management LTD

London, X0
SELL
 -
-27K
Closed
$1.6M - $2.08M
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-2.71K
Closed
$143K - $173K
0 $0
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
56
New
$2.96K - $3.57K
56 $3.55K

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