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 |
|---|---|---|---|---|---|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
11,752
shares
|
$879,519
0.28% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
11,751
shares
|
$879,444
0.0% of portfolio
|
Q2 2021
Added 11.37%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,365
shares
|
$850,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,325
shares
|
$847,563
0.04% of portfolio
|
Q3 2024
Reduced 77.36%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
10,722
shares
|
$802,434
0.0% of portfolio
|
Q3 2024
Added 26.65%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
10,703
shares
|
$801,012
0.14% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,458
shares
|
$782,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
10,171
shares
|
$761,197
0.07% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
10,096
shares
|
$755,584
0.0% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
9,880
shares
|
$739,419
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
9,809
shares
|
$734,105
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,742
shares
|
$729,091
0.01% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
9,440
shares
|
$706,489
0.04% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
9,430
shares
|
$705,741
0.04% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
9,242
shares
|
$691,671
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,094
shares
|
$680,594
0.0% of portfolio
|
Q3 2024
Added 570.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,640
shares
|
$646,617
0.02% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
8,613
shares
|
$644,596
0.08% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
8,497
shares
|
$635,915
0.37% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,373
shares
|
$626,635
0.0% of portfolio
|
Q3 2024
Added 86.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,112
shares
|
$607,102
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,685
shares
|
$575,145
0.0% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,679
shares
|
$574,696
0.0% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
7,648
shares
|
$572,376
0.0% of portfolio
|
Q3 2023
Added 26.94%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,557
shares
|
$565,565
0.01% of portfolio
|
Q3 2023
Added 9.21%
|