Institutional Ownership Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,210
shares
|
$389,916
0.02% of portfolio
|
Q3 2024
Added 9548.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,972
shares
|
$372,104
0.01% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
4,964
shares
|
$371,505
0.0% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,878
shares
|
$365,069
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,836
shares
|
$361,926
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,644
shares
|
$347,556
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
4,639
shares
|
$347,182
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,612
shares
|
$345,162
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$344,264
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,540
shares
|
$339,773
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
4,492
shares
|
$336,181
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
4,270
shares
|
$319,566
0.14% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,258
shares
|
$318,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
4,251
shares
|
$318,144
0.15% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,220
shares
|
$315,824
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,118
shares
|
$308,191
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
4,080
shares
|
$305,347
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,043
shares
|
$302,578
0.0% of portfolio
|
Q3 2024
Added 108.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,957
shares
|
$296,141
0.0% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,913
shares
|
$292,848
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,665
shares
|
$274,288
0.01% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$273,615
0.01% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,551
shares
|
$265,756
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,542
shares
|
$265,083
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,522
shares
|
$263,586
0.0% of portfolio
|
Q3 2024
New holding
|