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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
56
shares
|
$4,191
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$4,191
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
51
shares
|
$3,816
0.0% of portfolio
|
Q4 2023
Reduced 66.88%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
45
shares
|
$3,367
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
44
shares
|
$3,292
0.0% of portfolio
|
Q1 2021
Reduced 8.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
40
shares
|
$2,993
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
39
shares
|
$2,918
0.0% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
39
shares
|
$2,918
0.0% of portfolio
|
Q2 2024
Added 14.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$2,769
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
31
shares
|
$2,320
0.0% of portfolio
|
Q2 2023
Added 210.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
29
shares
|
$2,170
0.0% of portfolio
|
Q3 2021
Reduced 96.96%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
29
shares
|
$2,170
0.0% of portfolio
|
Q4 2023
Reduced 23.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$1,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
18
shares
|
$1,347
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
14
shares
|
$1,047
0.0% of portfolio
|
Q3 2024
Reduced 88.24%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
11
shares
|
$823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
8
shares
|
$598
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
7
shares
|
$523
0.0% of portfolio
|
Q2 2024
Reduced 30.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
6
shares
|
$449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$299
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3
shares
|
$224
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
1
shares
|
$74
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|