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 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
192+ 186.41% |
$12.3K - $14.9K
|
295
$18.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
255+ 7.69% |
$16.3K - $19.8K
|
3.57K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$384 - $467
|
6
$380
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.34K+ 6.52% |
$86K - $104K
|
22K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
33.4K+ 354.14% |
$2.14M - $2.59M
|
42.8K
$2.71M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3+ 4.62% |
$192 - $233
|
68
$4.31K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-57K- 82.3% |
$3.65M - $4.43M
|
12.3K
$776K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-64- 1.43% |
$4.1K - $4.98K
|
4.4K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
750+ 68.24% |
$48K - $58.3K
|
1.85K
$117K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
276+ 673.17% |
$17.7K - $21.5K
|
317
$20.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.22K- 12.81% |
$78.1K - $94.9K
|
8.31K
$526K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.36K+ 19.22% |
$151K - $183K
|
14.6K
$927K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.99KNew |
$191K - $232K
|
2.99K
$189K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
12.9K+ 146.6% |
$823K - $1M
|
21.6K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 200.0% |
$1.66K - $2.02K
|
39
$2.47K
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-6.51K- 1.42% |
$417K - $506K
|
451K
$28.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-177- 5.62% |
$11.3K - $13.8K
|
2.97K
$188K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-1.1K- 5.16% |
$70.4K - $85.5K
|
20.2K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
5.9K+ 2.21% |
$378K - $459K
|
273K
$17.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.52% |
$3.2K - $3.89K
|
9.62K
$609K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.81K- 8.58% |
$244K - $296K
|
40.6K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
227K+ 33.75% |
$14.5M - $17.6M
|
898K
$56.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
335+ 0.44% |
$21.4K - $26K
|
76.3K
$4.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-351- 7.18% |
$22.5K - $27.3K
|
4.54K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
220+ 1.05% |
$14.1K - $17.1K
|
21.2K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.7K+ 5.27% |
$1.14M - $1.38M
|
355K
$22.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-53- 0.13% |
$3.39K - $4.12K
|
39.3K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
66+ 40.49% |
$4.22K - $5.13K
|
229
$14.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
78New |
$4.99K - $6.06K
|
78
$4.94K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$320 - $389
|
5
$317
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
41+ 0.7% |
$2.62K - $3.19K
|
5.91K
$374K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
12+ 20.34% |
$768 - $933
|
71
$4.5K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
404+ 4.86% |
$25.9K - $31.4K
|
8.72K
$552K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.49KNew |
$224K - $272K
|
3.49K
$221K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-11.1K- 51.08% |
$713K - $866K
|
10.7K
$676K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
147+ 1.24% |
$9.41K - $11.4K
|
12K
$760K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.32K+ 16.23% |
$277K - $336K
|
30.9K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 7.87% |
$640 - $778
|
137
$8.68K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 266.67% |
$1.02K - $1.24K
|
22
$1.39K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
4.25K+ 17.53% |
$272K - $330K
|
28.5K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.93KNew |
$380K - $461K
|
5.93K
$376K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 5.44% |
$51.2K - $62.2K
|
15.5K
$982K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
156+ 0.41% |
$9.98K - $12.1K
|
38K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
379K+ 91.25% |
$24.2M - $29.4M
|
794K
$50.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 2.44% |
$128 - $156
|
84
$5.32K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.77K+ 188.02% |
$305K - $371K
|
7.31K
$463K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.79KNew |
$306K - $372K
|
4.79K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
283+ 8.73% |
$18.1K - $22K
|
3.52K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
71+ 0.42% |
$4.54K - $5.52K
|
17.2K
$1.09M
|
|