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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.83KNew |
$285K - $367K
|
5.83K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
126KNew |
$6.16M - $7.95M
|
126K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.63K- 76.38% |
$79.5K - $102K
|
503
$31.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.31K+ 296.54% |
$113K - $146K
|
3.09K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-6.52K- 41.57% |
$319K - $411K
|
9.16K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
63.4KNew |
$3.1M - $3.99M
|
63.4K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122+ 59.51% |
$5.96K - $7.68K
|
327
$20.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-168- 4.39% |
$8.21K - $10.6K
|
3.66K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
22.6KNew |
$1.1M - $1.42M
|
22.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.86KNew |
$433K - $558K
|
8.86K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32.4K+ 85.97% |
$1.58M - $2.04M
|
70.1K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-678- 97.13% |
$33.1K - $42.7K
|
20
$1.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.63KNew |
$177K - $229K
|
3.63K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.95K- 32.54% |
$95.1K - $123K
|
4.03K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-17K- 55.27% |
$832K - $1.07M
|
13.8K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.9KNew |
$386K - $497K
|
7.9K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-16.3K- 79.01% |
$795K - $1.03M
|
4.33K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-228K- 92.31% |
$11.1M - $14.4M
|
19K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
51.5K+ 331.21% |
$2.52M - $3.24M
|
67K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
199New |
$9.72K - $12.5K
|
199
$12.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
103New |
$5.03K - $6.49K
|
103
$6.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.3K+ 34.21% |
$63.5K - $81.9K
|
5.1K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 1.95% |
$61.1K - $78.7K
|
62.7K
$3.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
95+ 1.34% |
$4.64K - $5.98K
|
7.16K
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.2KNew |
$303K - $391K
|
6.2K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.05KNew |
$149K - $192K
|
3.05K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11.6KNew |
$565K - $728K
|
11.6K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 6.76% |
$244 - $315
|
69
$4.37K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.45KNew |
$169K - $217K
|
3.45K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
89New |
$4.35K - $5.61K
|
89
$5.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18New |
$879 - $1.13K
|
18
$1.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.02K- 33.61% |
$49.8K - $64.2K
|
2.02K
$128K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.43K+ 13.3% |
$119K - $153K
|
20.7K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.39K- 6.47% |
$68K - $87.6K
|
20.1K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$489 - $630
|
10
$634
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.89K+ 5355.56% |
$141K - $182K
|
2.95K
$187K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
105+ 140.0% |
$5.13K - $6.61K
|
180
$11.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-55- 2.36% |
$2.69K - $3.46K
|
2.28K
$144K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
24New |
$1.17K - $1.51K
|
24
$1.52K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 4.0% |
$1.95K - $2.52K
|
959
$60.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
820New |
$40.1K - $51.7K
|
820
$51.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.59K- 23.45% |
$77.7K - $100K
|
5.19K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-28.6K- 95.66% |
$1.4M - $1.8M
|
1.3K
$82.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 72.0% |
$879 - $1.13K
|
7
$443
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
358New |
$17.5K - $22.6K
|
358
$22.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.48K- 21.97% |
$414K - $534K
|
30.1K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-321- 8.85% |
$15.7K - $20.2K
|
3.31K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$4.89K - $6.3K
|
100
$6.34K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$293 - $378
|
6
$380
|
|