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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.16K+ 9548.15% |
$295K - $364K
|
5.21K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.26KNew |
$243K - $301K
|
4.26K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.12KNew |
$235K - $291K
|
4.12K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52KNew |
$201K - $249K
|
3.52K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$198K - $244K
|
3.46K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3K+ 110.0% |
$189K - $233K
|
6.3K
$399K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$168K - $208K
|
2.95K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 0.55% |
$117K - $145K
|
373K
$23.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$88.7K - $110K
|
1.55K
$98.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
387New |
$22.1K - $27.3K
|
387
$24.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286New |
$16.3K - $20.2K
|
286
$18.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
228New |
$13K - $16.1K
|
228
$14.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106New |
$6.06K - $7.49K
|
106
$6.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.2% |
$686 - $847
|
6.05K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$629 - $777
|
11
$697
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$343 - $424
|
6
$380
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$57.1 - $70.6
|
1
$63.4
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172K+ 2.15% |
$8.43M - $9.95M
|
8.15M
$516M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
629+ 75.24% |
$30.9K - $36.4K
|
1.47K
$92.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $17.4K
|
300
$19K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200New |
$9.82K - $11.6K
|
200
$12.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 126.15% |
$4.02K - $4.75K
|
147
$9.31K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$2.8K - $3.3K
|
57
$3.61K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.52K - $1.8K
|
31
$1.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24+ 16.9% |
$1.18K - $1.39K
|
166
$10.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$883 - $1.04K
|
18
$1.14K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
200KNew |
$10.4M - $11.5M
|
200K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
74.8KNew |
$3.89M - $4.31M
|
74.8K
$4.74M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
63.4KNew |
$3.3M - $3.66M
|
63.4K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.8KNew |
$1.19M - $1.31M
|
22.8K
$1.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
16.6KNew |
$865K - $958K
|
16.6K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.1KNew |
$734K - $813K
|
14.1K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.8KNew |
$614K - $681K
|
11.8K
$748K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.23KNew |
$481K - $533K
|
9.23K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$393K - $436K
|
7.55K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
6.29KNew |
$328K - $363K
|
6.29K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5KNew |
$260K - $288K
|
5K
$317K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.51KNew |
$235K - $260K
|
4.51K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
4.12KNew |
$214K - $237K
|
4.12K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.03K+ 66.24% |
$158K - $175K
|
7.59K
$481K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.3K+ 27.89% |
$67.7K - $75K
|
5.97K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
543New |
$28.3K - $31.3K
|
543
$34.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
413New |
$21.5K - $23.8K
|
413
$26.2K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
122New |
$6.35K - $7.04K
|
122
$7.73K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
79New |
$4.11K - $4.56K
|
79
$5K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54New |
$2.81K - $3.11K
|
54
$3.42K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39New |
$2.03K - $2.25K
|
39
$2.47K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $115
|
4.97K
$315K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
136K+ 22.1% |
$5.32M - $7.93M
|
753K
$47.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$824K - $1.23M
|
21.1K
$1.34M
|
|