Latest Institutional Purchases of Moelis & CO (MC)
This list provides information on the latest institutional transactions involving Moelis & CO (MC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
160K+ 714.32% |
$9.93M - $11.5M
|
182K
$11.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.8K+ 7.56% |
$1.67M - $1.93M
|
381K
$24.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
22.8K+ 312.55% |
$1.42M - $1.65M
|
30.1K
$1.91M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
6KNew |
$373K - $433K
|
6K
$380K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.96K+ 84.08% |
$184K - $214K
|
6.49K
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.57K+ 27.35% |
$160K - $185K
|
12K
$757K
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
1.81K+ 13.36% |
$112K - $130K
|
15.3K
$972K
|
|
|
Jan 20, 2026
Q4 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.6K+ 2.1% |
$99.6K - $116K
|
77.9K
$4.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
924+ 1.13% |
$57.4K - $66.6K
|
82.5K
$5.23M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
483New |
$30K - $34.8K
|
483
$30.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
340+ 1.23% |
$21.1K - $24.5K
|
27.9K
$1.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
225+ 7.47% |
$14K - $16.2K
|
3.24K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
179+ 406.82% |
$11.1K - $12.9K
|
223
$14.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
171New |
$10.6K - $12.3K
|
171
$10.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
50New |
$3.11K - $3.6K
|
50
$3.17K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 2.85% |
$2.67K - $3.1K
|
1.55K
$98.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 35.0% |
$435 - $505
|
27
$1.71K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5New |
$311 - $360
|
5
$317
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 100.0% |
$124 - $144
|
4
$253
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
694K+ 1215.29% |
$44.4M - $54M
|
751K
$47.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
459K+ 16.12% |
$29.3M - $35.7M
|
3.3M
$209M
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
379K+ 91.25% |
$24.2M - $29.4M
|
794K
$50.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
227K+ 50.0% |
$14.5M - $17.7M
|
682K
$43.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
227K+ 33.75% |
$14.5M - $17.6M
|
898K
$56.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
215K+ 698.61% |
$13.7M - $16.7M
|
245K
$15.5M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
196K+ 18.49% |
$12.5M - $15.2M
|
1.26M
$79.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 22.55% |
$9.1M - $11M
|
772K
$48.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
141K+ 40.32% |
$9.04M - $11M
|
491K
$31.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
135K+ 17.29% |
$8.67M - $10.5M
|
919K
$58.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
122K+ 63.97% |
$7.81M - $9.49M
|
313K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 16.7% |
$7.67M - $9.31M
|
837K
$53M
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
110KNew |
$7.05M - $8.56M
|
110K
$6.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
95K+ 394.55% |
$6.08M - $7.39M
|
119K
$7.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
85.7KNew |
$5.49M - $6.67M
|
85.7K
$5.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
85.6KNew |
$5.48M - $6.66M
|
85.6K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
80.2KNew |
$5.13M - $6.23M
|
80.2K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
78KNew |
$4.99M - $6.07M
|
78K
$4.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
78KNew |
$4.99M - $6.06M
|
78K
$4.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
73.5KNew |
$4.7M - $5.71M
|
73.5K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
70.9K+ 6.81% |
$4.54M - $5.51M
|
1.11M
$70.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
65.4K+ 662.8% |
$4.19M - $5.09M
|
75.3K
$4.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
63.5K+ 12.65% |
$4.07M - $4.94M
|
566K
$35.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
57.3K+ 116.0% |
$3.67M - $4.45M
|
107K
$6.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
52.2K+ 111.2% |
$3.34M - $4.06M
|
99.2K
$6.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.7K+ 1.55% |
$3.05M - $3.71M
|
3.13M
$198M
|
|
|
Nov 12, 2025
Q3 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
45.5K+ 23.27% |
$2.91M - $3.53M
|
241K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
43.6K+ 420.12% |
$2.79M - $3.39M
|
54K
$3.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
36.4K+ 14.4% |
$2.33M - $2.83M
|
289K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.9K+ 8.68% |
$2.24M - $2.72M
|
437K
$27.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
33.4K+ 354.14% |
$2.14M - $2.59M
|
42.8K
$2.71M
|
|