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 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
506+ 14.45% |
$32.4K - $39.3K
|
4.01K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-30- 0.06% |
$1.92K - $2.33K
|
47.1K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
250+ 65.79% |
$16K - $19.4K
|
630
$39.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$64 - $77.8
|
2
$127
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-24.2K- 5.59% |
$1.55M - $1.88M
|
408K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Legato Capital Management LLC
|
BUY
|
- |
11K+ 199.08% |
$707K - $859K
|
16.6K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.58K- 2.77% |
$165K - $201K
|
90.6K
$5.74M
|
|
|
Nov 12, 2025
Q3 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
300+ 0.38% |
$19.2K - $23.3K
|
79.9K
$5.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
300+ 1.24% |
$19.2K - $23.3K
|
24.6K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.2K- 4.55% |
$141K - $171K
|
46.2K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-42.5K- 25.99% |
$2.72M - $3.31M
|
121K
$7.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.38K- 16.71% |
$88.4K - $107K
|
6.89K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
19+ 0.11% |
$1.22K - $1.48K
|
17.7K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
394+ 6.91% |
$25.2K - $30.6K
|
6.1K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.63K+ 14.32% |
$232K - $282K
|
29K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
135K+ 17.29% |
$8.67M - $10.5M
|
919K
$58.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
45.5K+ 23.27% |
$2.91M - $3.53M
|
241K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.22K+ 5.34% |
$142K - $173K
|
43.8K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.97K+ 6.76% |
$254K - $309K
|
62.7K
$3.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-379- 53.91% |
$24.3K - $29.5K
|
324
$20.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
70.9K+ 6.81% |
$4.54M - $5.51M
|
1.11M
$70.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
43.6K+ 420.12% |
$2.79M - $3.39M
|
54K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-155- 0.81% |
$9.92K - $12.1K
|
18.9K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.75K- 1.25% |
$112K - $136K
|
138K
$8.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-645- 1.88% |
$41.3K - $50.1K
|
33.7K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-1.7K- 0.54% |
$109K - $132K
|
316K
$20M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111+ 18.59% |
$7.1K - $8.63K
|
708
$44.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.38K- 18.16% |
$88.3K - $107K
|
6.21K
$394K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.53K+ 4.91% |
$162K - $197K
|
54.2K
$3.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-980- 16.09% |
$62.7K - $76.2K
|
5.11K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.7K+ 1.55% |
$3.05M - $3.71M
|
3.13M
$198M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39- 0.25% |
$2.5K - $3.03K
|
15.6K
$991K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8New |
$512 - $622
|
8
$507
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-19K- 15.01% |
$1.22M - $1.48M
|
108K
$6.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 4.76% |
$64 - $77.8
|
20
$1.27K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
139New |
$8.9K - $10.8K
|
139
$8.81K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.62% |
$128 - $156
|
326
$20.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
54New |
$3.46K - $4.2K
|
54
$3.42K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.58K+ 5.13% |
$293K - $356K
|
93.8K
$5.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8+ 6.02% |
$512 - $622
|
141
$8.93K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.1KNew |
$326K - $396K
|
5.1K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
146+ 2.73% |
$9.34K - $11.4K
|
5.5K
$348K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.04K- 6.96% |
$130K - $158K
|
27.2K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
69+ 1.19% |
$4.42K - $5.36K
|
5.86K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-117- 1.15% |
$7.49K - $9.1K
|
10.1K
$639K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-561- 2.29% |
$35.9K - $43.6K
|
23.9K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-310K- 24.35% |
$19.8M - $24.1M
|
963K
$61M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.64K- 7.92% |
$169K - $205K
|
30.7K
$1.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 100.0% |
$64 - $77.8
|
2
$127
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.01KNew |
$193K - $234K
|
3.01K
$191K
|
|