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 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 48.52% |
$4.53K - $6.08K
|
139
$8.81K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44Closed |
$1.52K - $2.04K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.7K- 15.35% |
$125K - $177K
|
20.4K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.8K- 3.49% |
$94.3K - $134K
|
77.3K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-620- 7.75% |
$20.9K - $29.6K
|
7.38K
$468K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-193- 81.43% |
$6.51K - $9.22K
|
44
$2.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 23.53% |
$1.35K - $1.91K
|
130
$8.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-14- 0.24% |
$472 - $669
|
5.8K
$368K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-169K- 80.81% |
$6.47M - $8.13M
|
40.2K
$2.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-74.7KClosed |
$2.85M - $3.58M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-70.5KClosed |
$2.69M - $3.39M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-36.5KClosed |
$1.39M - $1.75M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21KClosed |
$803K - $1.01M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-20.8K- 99.09% |
$792K - $996K
|
190
$12K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-20.1KClosed |
$769K - $967K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-18KClosed |
$687K - $864K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-17.1K- 75.55% |
$652K - $819K
|
5.52K
$350K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-9.77KClosed |
$373K - $469K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.6KClosed |
$252K - $317K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5.96K- 69.04% |
$228K - $286K
|
2.67K
$169K
|
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
SELL
|
- |
-4.94KClosed |
$189K - $237K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.81KClosed |
$183K - $231K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-1.69KClosed |
$64.6K - $81.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-752Closed |
$28.7K - $36.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-414Closed |
$15.8K - $19.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-271- 3.61% |
$10.3K - $13K
|
7.24K
$458K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-211Closed |
$8.06K - $10.1K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-161Closed |
$6.15K - $7.73K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16Closed |
$611 - $768
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 2.9% |
$153 - $192
|
134
$8.49K
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-177K- 81.87% |
$7.87M - $11.2M
|
39.2K
$2.48M
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-39.8KClosed |
$1.77M - $2.51M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-31.9KClosed |
$1.41M - $2.01M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-30KClosed |
$1.33M - $1.89M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-20.1K- 68.29% |
$893K - $1.27M
|
9.33K
$591K
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-15.7KClosed |
$699K - $992K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-15.6KClosed |
$691K - $981K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-10.8KClosed |
$481K - $684K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.06KClosed |
$402K - $572K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-6.36KClosed |
$282K - $401K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6KClosed |
$266K - $378K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-5.12KClosed |
$227K - $323K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.27KClosed |
$56.3K - $80K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-530Closed |
$23.5K - $33.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-418Closed |
$18.6K - $26.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-320Closed |
$14.2K - $20.2K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-268- 38.78% |
$11.9K - $16.9K
|
423
$26.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40Closed |
$1.78K - $2.52K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14Closed |
$622 - $883
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-27KClosed |
$1.6M - $2.08M
|
0
$0
|
|