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 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
96+ 0.91% |
$4.21K - $4.99K
|
10.7K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.45K- 2.69% |
$63.5K - $75.3K
|
52.4K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.02% |
$43.9 - $52
|
4.51K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.62K+ 26.94% |
$71.2K - $84.4K
|
7.65K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$219 - $260
|
5
$357
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
6.81K+ 111.72% |
$299K - $354K
|
12.9K
$921K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
670+ 3.35% |
$29.4K - $34.8K
|
20.7K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.4KNew |
$542K - $642K
|
12.4K
$882K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 1.66% |
$570 - $676
|
770
$55K
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$1.08M - $1.28M
|
24.5K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-859- 9.15% |
$37.7K - $44.7K
|
8.53K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 19.18% |
$614 - $728
|
59
$4.21K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
72New |
$3.16K - $3.74K
|
72
$5.14K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.61K+ 0.76% |
$70.5K - $83.5K
|
213K
$15.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
311+ 6.43% |
$13.6K - $16.2K
|
5.15K
$368K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
637+ 9.21% |
$28K - $33.1K
|
7.56K
$540K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45New |
$1.97K - $2.34K
|
45
$3.21K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
308New |
$13.5K - $16K
|
308
$22K
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-66K- 44.86% |
$2.9M - $3.43M
|
81.1K
$5.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37New |
$1.62K - $1.92K
|
37
$2.64K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 3.7% |
$43.9 - $52
|
26
$1.86K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
15.4KNew |
$675K - $800K
|
15.4K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
83K+ 16435.64% |
$3.64M - $4.32M
|
83.5K
$5.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.85K- 25.52% |
$81.1K - $96.2K
|
5.4K
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
24+ 18.75% |
$1.05K - $1.25K
|
152
$10.9K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.3KNew |
$318K - $433K
|
9.3K
$664K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
574New |
$19.6K - $26.7K
|
574
$41K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
46.3K+ 177.38% |
$1.59M - $2.16M
|
72.5K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
185KNew |
$6.33M - $8.61M
|
185K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
28.8K+ 45.15% |
$985K - $1.34M
|
92.6K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.84KNew |
$166K - $225K
|
4.84K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
57.6KNew |
$1.97M - $2.68M
|
57.6K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
5KNew |
$171K - $233K
|
5K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.54K - $2.09K
|
45
$3.21K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.07K- 92.46% |
$208K - $282K
|
495
$35.4K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$479 - $651
|
14
$1K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 210.0% |
$719 - $977
|
31
$2.21K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
761+ 6.52% |
$26K - $35.4K
|
12.4K
$889K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
11.8KNew |
$402K - $547K
|
11.8K
$840K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$34.2 - $46.5
|
9
$643
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
467+ 1.51% |
$16K - $21.7K
|
31.3K
$2.24M
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$880K - $1.17M
|
23.7K
$1.69M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
110New |
$4.09K - $5.43K
|
110
$7.86K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-5.28K- 35.78% |
$196K - $260K
|
9.47K
$677K
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
31.7KNew |
$1.18M - $1.56M
|
31.7K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.53K+ 14.7% |
$131K - $174K
|
27.5K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
75.5KNew |
$2.8M - $3.72M
|
75.5K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-73- 4.06% |
$2.71K - $3.6K
|
1.73K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.27KNew |
$196K - $260K
|
5.27K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-39.3K- 35.05% |
$1.46M - $1.94M
|
72.8K
$5.2M
|
|