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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 57.14% |
$195 - $252
|
3
$190
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 168.75% |
$1.32K - $1.7K
|
43
$2.72K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$147 - $189
|
3
$190
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-81- 43.55% |
$3.96K - $5.1K
|
105
$6.65K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 19.22% |
$7.48K - $9.64K
|
949
$60.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-73- 5.38% |
$3.57K - $4.6K
|
1.28K
$81.3K
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
852New |
$49.3K - $69.2K
|
852
$54K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.8KNew |
$1.21M - $1.69M
|
20.8K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
99.6KNew |
$5.77M - $8.09M
|
99.6K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.79KNew |
$219K - $308K
|
3.79K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.56K+ 15.64% |
$322K - $452K
|
41.1K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
10.2K+ 103.24% |
$588K - $825K
|
20K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 200.0% |
$579 - $812
|
15
$950
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
14.7KNew |
$853K - $1.2M
|
14.7K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
26.9K+ 228.0% |
$1.56M - $2.18M
|
38.7K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
6.29KNew |
$364K - $511K
|
6.29K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
23.6KNew |
$1.37M - $1.92M
|
23.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
12.4KNew |
$720K - $1.01M
|
12.4K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-263- 3.83% |
$15.2K - $21.4K
|
6.61K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.61KNew |
$267K - $374K
|
4.61K
$292K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.56KNew |
$264K - $370K
|
4.56K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-118K- 95.39% |
$6.84M - $9.59M
|
5.72K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
6.27KNew |
$363K - $509K
|
6.27K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
13.9KNew |
$804K - $1.13M
|
13.9K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.27KNew |
$247K - $347K
|
4.27K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
188KNew |
$10.9M - $15.3M
|
188K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
470+ 8.3% |
$27.2K - $38.2K
|
6.13K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
12New |
$695 - $974
|
12
$760
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
40.5K+ 53.31% |
$2.34M - $3.29M
|
116K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
127KNew |
$7.34M - $10.3M
|
127K
$8.03M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
183KNew |
$10.6M - $14.8M
|
183K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
6KNew |
$347K - $487K
|
6K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
45.7KNew |
$2.65M - $3.71M
|
45.7K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
99.3K+ 158.9% |
$5.75M - $8.06M
|
162K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
11.9K+ 17.75% |
$687K - $963K
|
78.6K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
40New |
$2.32K - $3.25K
|
40
$2.53K
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
10.9KNew |
$631K - $885K
|
10.9K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
6New |
$347 - $487
|
6
$380
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
198+ 6600.0% |
$11.5K - $16.1K
|
201
$12.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
556New |
$32.2K - $45.1K
|
556
$35.2K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5New |
$290 - $406
|
5
$317
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5KNew |
$289K - $406K
|
5K
$316K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
7New |
$405 - $568
|
7
$443
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.57KNew |
$438K - $615K
|
7.57K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$5.79K - $8.12K
|
100
$6.34K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
14.4KNew |
$835K - $1.17M
|
14.4K
$913K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.3KNew |
$653K - $916K
|
11.3K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1K+ 33.33% |
$57.9K - $81.2K
|
4K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5K- 12.7% |
$289K - $406K
|
34.3K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
19.7KNew |
$1.14M - $1.6M
|
19.7K
$1.25M
|
|