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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.83KNew |
$252K - $308K
|
3.83K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.52KNew |
$231K - $283K
|
3.52K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.46KNew |
$227K - $278K
|
3.46K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.43K+ 22.15% |
$226K - $276K
|
18.9K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.28K+ 1.02% |
$216K - $264K
|
324K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$215K - $263K
|
3.27K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.05KNew |
$200K - $245K
|
3.05K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3KNew |
$197K - $241K
|
3K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.96K+ 75.62% |
$195K - $238K
|
6.87K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.85K+ 7.17% |
$187K - $229K
|
42.6K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84KNew |
$187K - $228K
|
2.84K
$146K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.8KNew |
$184K - $225K
|
2.8K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.79KNew |
$184K - $225K
|
2.79K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.76KNew |
$181K - $222K
|
2.76K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.51K+ 45.95% |
$165K - $202K
|
7.97K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.25K+ 2.84% |
$148K - $181K
|
81.5K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 117.62% |
$143K - $175K
|
4.02K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.17K+ 29.23% |
$143K - $175K
|
9.59K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.09K+ 5.62% |
$138K - $168K
|
39.3K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.97KNew |
$130K - $159K
|
1.97K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.81K+ 1.28% |
$119K - $146K
|
144K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.58K+ 4.1% |
$104K - $127K
|
40.2K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 7.78% |
$84K - $103K
|
17.7K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 13.88% |
$70.1K - $85.9K
|
8.75K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 0.73% |
$65.7K - $80.5K
|
138K
$7.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
967+ 46.76% |
$63.6K - $77.8K
|
3.04K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
929New |
$61.1K - $74.8K
|
929
$48K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
919+ 7.5% |
$60.4K - $74K
|
13.2K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
907+ 1.66% |
$59.6K - $73K
|
55.4K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
860+ 2.06% |
$56.5K - $69.2K
|
42.6K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
854New |
$56.1K - $68.7K
|
854
$44.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
829New |
$54.5K - $66.7K
|
829
$42.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
800New |
$52.6K - $64.4K
|
800
$41.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
799+ 368.2% |
$52.5K - $64.3K
|
1.02K
$52.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
691+ 14.17% |
$45.4K - $55.6K
|
5.57K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
663+ 0.78% |
$43.6K - $53.4K
|
85.9K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
630New |
$41.4K - $50.7K
|
630
$32.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
629+ 0.35% |
$41.4K - $50.6K
|
181K
$9.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
622+ 2.04% |
$40.9K - $50.1K
|
31.1K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
546+ 9.51% |
$35.9K - $43.9K
|
6.29K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
540+ 0.63% |
$35.5K - $43.5K
|
86K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
491+ 148.34% |
$32.3K - $39.5K
|
822
$42.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
440+ 9.48% |
$28.9K - $35.4K
|
5.08K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
419New |
$27.5K - $33.7K
|
419
$21.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
349+ 0.73% |
$22.9K - $28.1K
|
48.4K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
325+ 7.97% |
$21.4K - $26.2K
|
4.41K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
323+ 4.98% |
$21.2K - $26K
|
6.81K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
317+ 18.74% |
$20.8K - $25.5K
|
2.01K
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
302+ 8.84% |
$19.9K - $24.3K
|
3.72K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
272+ 7.42% |
$17.9K - $21.9K
|
3.94K
$203K
|