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, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 11.54% |
$67.4K - $81.9K
|
8.07K
$511K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.29% |
$64 - $77.8
|
341
$21.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-117K- 1.32% |
$7.5M - $9.11M
|
8.73M
$553M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$320 - $389
|
5
$317
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
55+ 10.72% |
$3.52K - $4.28K
|
568
$36K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.43K+ 3.16% |
$91.4K - $111K
|
46.7K
$2.96M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.31K+ 3.02% |
$84K - $102K
|
44.8K
$2.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
6.97K+ 101.75% |
$446K - $542K
|
13.8K
$875K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 17.24% |
$1.6K - $1.94K
|
120
$7.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
10.3KNew |
$659K - $801K
|
10.3K
$653K
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.87K- 1.1% |
$120K - $146K
|
169K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-420- 0.2% |
$26.9K - $32.7K
|
211K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
5.21KNew |
$334K - $405K
|
5.21K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11K- 0.85% |
$705K - $857K
|
1.28M
$81.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
66+ 0.64% |
$4.22K - $5.13K
|
10.4K
$660K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 9.68% |
$192 - $233
|
28
$1.77K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-610- 2.56% |
$39K - $47.4K
|
23.3K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
36.4K+ 14.4% |
$2.33M - $2.83M
|
289K
$18.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
525+ 1.4% |
$33.6K - $40.8K
|
38.1K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
196K+ 18.49% |
$12.5M - $15.2M
|
1.26M
$79.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.99KNew |
$191K - $232K
|
2.99K
$189K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-133- 3.36% |
$8.51K - $10.3K
|
3.82K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
184+ 89.76% |
$11.8K - $14.3K
|
389
$24.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
85.6KNew |
$5.48M - $6.66M
|
85.6K
$5.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
263+ 16.42% |
$16.8K - $20.4K
|
1.87K
$118K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-79- 2.31% |
$5.06K - $6.14K
|
3.35K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.59K- 15.61% |
$166K - $201K
|
14K
$887K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.51K+ 21.82% |
$609K - $740K
|
53.1K
$3.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-821- 2.52% |
$52.5K - $63.8K
|
31.7K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.06% |
$192 - $233
|
5.21K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
210+ 14.85% |
$13.4K - $16.3K
|
1.62K
$103K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.34K- 2.54% |
$598K - $726K
|
359K
$22.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-17.8K- 7.24% |
$1.14M - $1.39M
|
228K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 11.27% |
$4.03K - $4.9K
|
622
$39.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.03K- 1.9% |
$66.2K - $80.4K
|
53.5K
$3.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
9+ 0.13% |
$576 - $700
|
6.69K
$424K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-768- 7.51% |
$49.2K - $59.7K
|
9.46K
$599K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
205New |
$13.1K - $15.9K
|
205
$13K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4+ 1.81% |
$256 - $311
|
225
$14.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.64K+ 2.0% |
$489K - $594K
|
390K
$24.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
163+ 181.11% |
$10.4K - $12.7K
|
253
$16K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
37+ 0.18% |
$2.37K - $2.88K
|
20.2K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.6KNew |
$103K - $125K
|
1.6K
$101K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.8K- 3.31% |
$179K - $218K
|
81.9K
$5.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.68KNew |
$108K - $131K
|
1.68K
$107K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-7.66K- 9.52% |
$490K - $596K
|
72.8K
$4.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
621+ 6.2% |
$39.7K - $48.3K
|
10.6K
$674K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 4.57% |
$77.8K - $94.5K
|
27.8K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.68K+ 2.49% |
$107K - $130K
|
69.2K
$4.38M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
14K+ 23.42% |
$898K - $1.09M
|
73.9K
$4.68M
|
|