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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.83K- 8.67% |
$245K - $298K
|
40.4K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 1.18% |
$12.8K - $15.6K
|
16.8K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 45.86% |
$163K - $197K
|
8.08K
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 0.32% |
$1.34K - $1.63K
|
6.52K
$413K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-142- 1.26% |
$9.09K - $11K
|
11.2K
$707K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.09K- 4.47% |
$69.8K - $84.7K
|
23.3K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 1.73% |
$38.4K - $46.7K
|
34.1K
$2.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 6.67% |
$2.3K - $2.8K
|
576
$36.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.16K- 5.53% |
$74K - $90K
|
19.8K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.61% |
$448 - $544
|
1.16K
$73.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.6KNew |
$423K - $513K
|
6.6K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
97+ 1.47% |
$6.21K - $7.54K
|
6.68K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
276+ 102.99% |
$17.7K - $21.5K
|
544
$34.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
679New |
$43.5K - $52.8K
|
679
$43K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
421+ 7.75% |
$26.9K - $32.7K
|
5.85K
$371K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
57.3K+ 116.0% |
$3.67M - $4.45M
|
107K
$6.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
14.7KNew |
$941K - $1.14M
|
14.7K
$931K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-310- 7.95% |
$19.8K - $24.1K
|
3.59K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 266.67% |
$512 - $622
|
11
$697
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-466- 6.05% |
$29.8K - $36.2K
|
7.24K
$459K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-927- 4.21% |
$59.3K - $72.1K
|
21.1K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 43.99% |
$11.7K - $14.2K
|
599
$37.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
61+ 0.84% |
$3.9K - $4.74K
|
7.33K
$464K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 3.13% |
$192 - $233
|
93
$5.89K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 1.67% |
$85.7K - $104K
|
81.6K
$5.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
237+ 2.37% |
$15.2K - $18.4K
|
10.2K
$648K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.66K- 16.42% |
$298K - $362K
|
23.7K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 41.32% |
$8.83K - $10.7K
|
472
$29.9K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.5KNew |
$866K - $1.05M
|
13.5K
$858K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
100+ 0.36% |
$6.4K - $7.78K
|
27.6K
$1.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.78K+ 25.9% |
$114K - $139K
|
8.67K
$549K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.14KNew |
$265K - $322K
|
4.14K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
368+ 4.08% |
$23.6K - $28.6K
|
9.39K
$595K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
63.5K+ 12.65% |
$4.07M - $4.94M
|
566K
$35.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$64 - $77.8
|
1
$63.4
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$64 - $77.8
|
182
$11.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-35- 0.4% |
$2.24K - $2.72K
|
8.78K
$556K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.64K- 14.0% |
$233K - $283K
|
22.4K
$1.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
506+ 10.24% |
$32.4K - $39.3K
|
5.45K
$345K
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-9.95K- 64.72% |
$637K - $774K
|
5.43K
$344K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302+ 25.0% |
$19.3K - $23.5K
|
1.51K
$95.7K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
172K+ 37.04% |
$8.41M - $10.8M
|
637K
$40.3M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37- 5.45% |
$1.81K - $2.33K
|
642
$40.7K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-461- 3.91% |
$22.5K - $29K
|
11.3K
$718K
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-469- 12.5% |
$22.9K - $29.5K
|
3.28K
$208K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.08K- 3.48% |
$52.9K - $68.2K
|
30K
$1.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
760+ 4.91% |
$37.1K - $47.9K
|
16.2K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
13.2K+ 59.36% |
$644K - $831K
|
35.4K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6.64K+ 39.74% |
$324K - $418K
|
23.3K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
130+ 42.21% |
$6.35K - $8.19K
|
438
$27.7K
|
|