Latest Institutional Sells of Moelis & CO (MC)
This list provides information on the latest institutional transactions involving Moelis & CO (MC) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-394K- 25.3% |
$25.9M - $31.7M
|
1.16M
$88.6M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-210K- 26.14% |
$13.8M - $16.9M
|
594K
$45.2M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-183K- 9.34% |
$12M - $14.7M
|
1.78M
$135M
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-80.8K- 93.41% |
$5.31M - $6.5M
|
5.7K
$433K
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-77.4K- 15.27% |
$5.09M - $6.23M
|
429K
$32.6M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.2K- 4.41% |
$3.5M - $4.28M
|
1.15M
$87.6M
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-25.7K- 22.83% |
$1.69M - $2.07M
|
86.8K
$6.6M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22.1K- 59.1% |
$1.45M - $1.78M
|
15.3K
$1.16M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 2.27% |
$1.34M - $1.64M
|
876K
$66.6M
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-15.6K- 20.47% |
$1.03M - $1.26M
|
60.7K
$4.61M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.7K- 38.14% |
$903K - $1.11M
|
22.3K
$1.69M
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-13.3K- 3.03% |
$877K - $1.07M
|
427K
$32.5M
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-11.2K- 9.45% |
$739K - $905K
|
108K
$8.19M
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-11.1K- 23.24% |
$728K - $891K
|
36.6K
$2.78M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.82K- 15.06% |
$580K - $710K
|
49.7K
$3.78M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8.69K- 3.06% |
$571K - $700K
|
276K
$21M
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-8.58K- 17.12% |
$564K - $691K
|
41.5K
$3.16M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.4K- 33.19% |
$355K - $435K
|
10.9K
$827K
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.51K- 0.28% |
$297K - $363K
|
1.59M
$121M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.98K- 21.83% |
$262K - $320K
|
14.2K
$1.08M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.47K- 51.14% |
$228K - $279K
|
3.31K
$252K
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.23K- 1.84% |
$212K - $260K
|
172K
$13.1M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.13K- 7.4% |
$206K - $252K
|
39.2K
$2.98M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 45.2% |
$191K - $234K
|
3.53K
$268K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.66K- 28.18% |
$175K - $214K
|
6.78K
$515K
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.55K- 3.44% |
$168K - $206K
|
71.7K
$5.45M
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.5K- 2.07% |
$164K - $201K
|
118K
$8.99M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 6.49% |
$162K - $199K
|
35.6K
$2.7M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.14K- 53.98% |
$140K - $172K
|
1.82K
$138K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.09K- 9.94% |
$137K - $168K
|
18.9K
$1.44M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 87.29% |
$91.6K - $112K
|
203
$15.4K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.18K- 0.82% |
$77.8K - $95.2K
|
143K
$10.8M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.18K- 6.19% |
$77.2K - $94.6K
|
17.8K
$1.35M
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.17K- 10.34% |
$77K - $94.3K
|
10.2K
$772K
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.13K- 1.28% |
$74K - $90.6K
|
87.1K
$6.62M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.1K- 11.21% |
$72.3K - $88.5K
|
8.71K
$662K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-903- 2.04% |
$59.4K - $72.7K
|
43.4K
$3.3M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-890- 2.84% |
$58.5K - $71.6K
|
30.5K
$2.32M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-795- 1.42% |
$52.3K - $64K
|
55K
$4.18M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-696- 1.26% |
$45.8K - $56K
|
54.6K
$4.15M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-655- 9.93% |
$43.1K - $52.7K
|
5.94K
$451K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-495- 61.26% |
$32.5K - $39.8K
|
313
$23.8K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-470- 11.63% |
$30.9K - $37.8K
|
3.57K
$272K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-416- 1.5% |
$27.3K - $33.5K
|
27.3K
$2.07M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-401- 5.92% |
$26.4K - $32.3K
|
6.38K
$485K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-290- 4.11% |
$19.1K - $23.3K
|
6.77K
$514K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-285- 2.66% |
$18.7K - $22.9K
|
10.4K
$793K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-227- 3.47% |
$14.9K - $18.3K
|
6.32K
$480K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-222- 27.61% |
$14.6K - $17.9K
|
582
$44.2K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 29.89% |
$14.3K - $17.5K
|
509
$38.7K
|