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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.99KNew |
$191K - $232K
|
2.99K
$189K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.9KNew |
$185K - $225K
|
2.9K
$183K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 45.86% |
$163K - $197K
|
8.08K
$512K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.53K+ 4.91% |
$162K - $197K
|
54.2K
$3.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.36K+ 19.22% |
$151K - $183K
|
14.6K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.33K+ 22.56% |
$149K - $181K
|
12.7K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.22K+ 5.34% |
$142K - $173K
|
43.8K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.85K+ 6.33% |
$118K - $144K
|
31K
$1.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.78K+ 25.9% |
$114K - $139K
|
8.67K
$549K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.68KNew |
$108K - $131K
|
1.68K
$107K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.68K+ 2.49% |
$107K - $130K
|
69.2K
$4.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.6KNew |
$103K - $125K
|
1.6K
$101K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.43K+ 3.16% |
$91.4K - $111K
|
46.7K
$2.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.34K+ 6.52% |
$86K - $104K
|
22K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 1.67% |
$85.7K - $104K
|
81.6K
$5.17M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.31K+ 3.02% |
$84K - $102K
|
44.8K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.24K+ 2.46% |
$79.1K - $96.1K
|
51.4K
$3.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 4.57% |
$77.8K - $94.5K
|
27.8K
$1.76M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.19K+ 12.49% |
$76.2K - $92.5K
|
10.7K
$679K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 15.36% |
$65.3K - $79.3K
|
7.66K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
1KNew |
$64K - $77.8K
|
1K
$63.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
808New |
$51.7K - $62.8K
|
808
$51.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 5.44% |
$51.2K - $62.2K
|
15.5K
$982K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
759+ 0.77% |
$48.6K - $59K
|
99.3K
$6.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
750+ 68.24% |
$48K - $58.3K
|
1.85K
$117K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
704+ 355.56% |
$45.1K - $54.7K
|
902
$57.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
679New |
$43.5K - $52.8K
|
679
$43K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
621+ 6.2% |
$39.7K - $48.3K
|
10.6K
$674K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
525+ 1.4% |
$33.6K - $40.8K
|
38.1K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
506+ 14.45% |
$32.4K - $39.3K
|
4.01K
$254K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
506+ 10.24% |
$32.4K - $39.3K
|
5.45K
$345K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
501+ 9.55% |
$32.1K - $39K
|
5.75K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
489+ 1811.11% |
$31.3K - $38K
|
516
$32.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
455+ 489.25% |
$29.1K - $35.4K
|
548
$34.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
421+ 7.75% |
$26.9K - $32.7K
|
5.85K
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
415New |
$26.6K - $32.3K
|
415
$26.3K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
404+ 4.86% |
$25.9K - $31.4K
|
8.72K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
394+ 6.91% |
$25.2K - $30.6K
|
6.1K
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
368+ 4.08% |
$23.6K - $28.6K
|
9.39K
$595K
|
|
|
Oct 30, 2025
Q3 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
335+ 0.44% |
$21.4K - $26K
|
76.3K
$4.84M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302+ 25.0% |
$19.3K - $23.5K
|
1.51K
$95.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
300+ 1.24% |
$19.2K - $23.3K
|
24.6K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
300+ 0.38% |
$19.2K - $23.3K
|
79.9K
$5.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
283+ 8.73% |
$18.1K - $22K
|
3.52K
$223K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
276+ 673.17% |
$17.7K - $21.5K
|
317
$20.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
276+ 102.99% |
$17.7K - $21.5K
|
544
$34.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
263+ 16.42% |
$16.8K - $20.4K
|
1.87K
$118K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
257New |
$16.4K - $20K
|
257
$16.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
255+ 7.69% |
$16.3K - $19.8K
|
3.57K
$226K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
254+ 153.94% |
$16.3K - $19.7K
|
419
$26.5K
|
|