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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
250+ 65.79% |
$16K - $19.4K
|
630
$39.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
237+ 2.37% |
$15.2K - $18.4K
|
10.2K
$648K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
220+ 1.05% |
$14.1K - $17.1K
|
21.2K
$1.35M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
217+ 2.16% |
$13.9K - $16.9K
|
10.2K
$649K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
215New |
$13.8K - $16.7K
|
215
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
210+ 14.85% |
$13.4K - $16.3K
|
1.62K
$103K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
205New |
$13.1K - $15.9K
|
205
$13K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
192+ 186.41% |
$12.3K - $14.9K
|
295
$18.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
184+ 89.76% |
$11.8K - $14.3K
|
389
$24.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 43.99% |
$11.7K - $14.2K
|
599
$37.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
163+ 181.11% |
$10.4K - $12.7K
|
253
$16K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
156+ 0.41% |
$9.98K - $12.1K
|
38K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
147+ 1.24% |
$9.41K - $11.4K
|
12K
$760K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
146+ 2.73% |
$9.34K - $11.4K
|
5.5K
$348K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
143+ 0.4% |
$9.15K - $11.1K
|
35.6K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
141+ 0.15% |
$9.02K - $11K
|
91.4K
$5.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
139New |
$8.9K - $10.8K
|
139
$8.81K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 41.32% |
$8.83K - $10.7K
|
472
$29.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
136+ 0.94% |
$8.7K - $10.6K
|
14.5K
$921K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111+ 18.59% |
$7.1K - $8.63K
|
708
$44.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
100New |
$6.4K - $7.78K
|
100
$6.34K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
100+ 0.36% |
$6.4K - $7.78K
|
27.6K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
97+ 1.47% |
$6.21K - $7.54K
|
6.68K
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
78New |
$4.99K - $6.06K
|
78
$4.94K
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
71+ 0.42% |
$4.54K - $5.52K
|
17.2K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
69+ 1.19% |
$4.42K - $5.36K
|
5.86K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
68+ 0.21% |
$4.35K - $5.29K
|
33K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
67+ 6.73% |
$4.29K - $5.21K
|
1.06K
$67.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
66+ 0.64% |
$4.22K - $5.13K
|
10.4K
$660K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
66+ 40.49% |
$4.22K - $5.13K
|
229
$14.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 11.27% |
$4.03K - $4.9K
|
622
$39.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
61+ 0.84% |
$3.9K - $4.74K
|
7.33K
$464K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
57New |
$3.65K - $4.43K
|
57
$3.61K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
55+ 10.72% |
$3.52K - $4.28K
|
568
$36K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
54New |
$3.46K - $4.2K
|
54
$3.42K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
41+ 0.7% |
$2.62K - $3.19K
|
5.91K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
39+ 3.63% |
$2.5K - $3.03K
|
1.11K
$70.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
37+ 0.18% |
$2.37K - $2.88K
|
20.2K
$1.28M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
36New |
$2.3K - $2.8K
|
36
$2.28K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 6.67% |
$2.3K - $2.8K
|
576
$36.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31New |
$1.98K - $2.41K
|
31
$1.96K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 12.02% |
$1.79K - $2.18K
|
261
$16.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 200.0% |
$1.66K - $2.02K
|
39
$2.47K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
25New |
$1.6K - $1.94K
|
25
$1.58K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
21+ 0.32% |
$1.34K - $1.63K
|
6.52K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
19+ 0.11% |
$1.22K - $1.48K
|
17.7K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 13.91% |
$1.02K - $1.24K
|
131
$8.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 266.67% |
$1.02K - $1.24K
|
22
$1.39K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
12+ 20.34% |
$768 - $933
|
71
$4.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10+ 0.3% |
$640 - $778
|
3.33K
$211K
|
|