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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,099
shares
|
$82,249
0.0% of portfolio
|
Q4 2022
Added 4.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,099
shares
|
$82,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,081
shares
|
$80,902
0.0% of portfolio
|
Q3 2024
Added 192.95%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,060
shares
|
$79,330
0.01% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
995
shares
|
$74,465
0.01% of portfolio
|
Q3 2024
Added 115.84%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$67,356
0.01% of portfolio
|
Q1 2024
Reduced 77.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
851
shares
|
$63,688
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
808
shares
|
$60,470
0.0% of portfolio
|
Q3 2024
Added 348.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
804
shares
|
$60,171
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
800
shares
|
$59,872
0.0% of portfolio
|
Q2 2020
Added 18.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
777
shares
|
$58,150
0.01% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
770
shares
|
$57,626
0.03% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
726
shares
|
$54,333
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
603
shares
|
$45,128
0.0% of portfolio
|
Q3 2024
Reduced 89.17%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
574
shares
|
$42,958
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
482
shares
|
$36,072
0.0% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
450
shares
|
$33,678
0.0% of portfolio
|
Q2 2024
Added 782.35%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
413
shares
|
$30,908
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
387
shares
|
$28,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
380
shares
|
$28,439
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
371
shares
|
$27,765
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
363
shares
|
$27,166
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
350
shares
|
$26,194
0.01% of portfolio
|
Q1 2024
Reduced 36.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
331
shares
|
$24,772
0.0% of portfolio
|
Q3 2024
Added 75.13%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
286
shares
|
$21,404
0.0% of portfolio
|
Q3 2024
New holding
|