Purchases and Sales Made in Q1 2023 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q1 2023. The information is specifically focused on institutions that hold shares of Moelis & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
642KNew |
$23.9M - $31.7M
|
642K
$48.1M
|
|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
615K+ 15.68% |
$22.8M - $30.3M
|
4.54M
$340M
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
568K+ 69.74% |
$21.1M - $28M
|
1.38M
$103M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
568K+ 69.74% |
$21.1M - $28M
|
1.38M
$103M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
505K+ 63.52% |
$18.8M - $24.9M
|
1.3M
$97.3M
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
483KNew |
$17.9M - $23.8M
|
483K
$36.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
310K+ 48.5% |
$11.5M - $15.3M
|
949K
$71M
|
|
|
Apr 11, 2023
Q1 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
298KNew |
$11.1M - $14.7M
|
298K
$22.3M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
272K+ 4.04% |
$10.1M - $13.4M
|
7.01M
$525M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
169K+ 19.51% |
$6.28M - $8.34M
|
1.04M
$77.5M
|
|
|
May 04, 2023
Q1 2023
|
Heard Capital LLC
Chicago, IL |
BUY
|
- |
146K+ 9.1% |
$5.44M - $7.22M
|
1.75M
$131M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
135K+ 2.08% |
$5.03M - $6.68M
|
6.65M
$498M
|
|
|
May 12, 2023
Q1 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
128K+ 5.21% |
$4.76M - $6.32M
|
2.59M
$194M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
121K+ 61.17% |
$4.5M - $5.98M
|
319K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.1K+ 3916.94% |
$3.5M - $4.64M
|
96.5K
$7.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
93.7KNew |
$3.48M - $4.62M
|
93.7K
$7.01M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
84.1K+ 45.92% |
$3.12M - $4.15M
|
267K
$20M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.2K+ 3.6% |
$2.98M - $3.96M
|
2.3M
$172M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.8K+ 7.62% |
$2.85M - $3.79M
|
1.08M
$81.1M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
75.5KNew |
$2.8M - $3.72M
|
75.5K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
75.2KNew |
$2.79M - $3.71M
|
75.2K
$5.63M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
57.4KNew |
$2.13M - $2.83M
|
57.4K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.5K+ 32.59% |
$1.91M - $2.54M
|
209K
$15.7M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
47.7KNew |
$1.77M - $2.36M
|
47.7K
$3.57M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.7K+ 264.51% |
$1.77M - $2.35M
|
65.7K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
46KNew |
$1.71M - $2.27M
|
46K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
42.1K+ 84.11% |
$1.57M - $2.08M
|
92.2K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
42.1K+ 3.18% |
$1.56M - $2.08M
|
1.37M
$102M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35.1KNew |
$1.3M - $1.73M
|
35.1K
$2.63M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
33.5KNew |
$1.25M - $1.65M
|
33.5K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32K+ 5.94% |
$1.19M - $1.58M
|
570K
$42.7M
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
31.7KNew |
$1.18M - $1.56M
|
31.7K
$2.37M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$880K - $1.17M
|
23.7K
$1.77M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$880K - $1.17M
|
23.7K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23.6K+ 14.92% |
$878K - $1.17M
|
182K
$13.6M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
22.7K+ 810.71% |
$843K - $1.12M
|
25.5K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
22.5K+ 77.74% |
$836K - $1.11M
|
51.4K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.8K+ 9.67% |
$811K - $1.08M
|
248K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.7K+ 182.3% |
$805K - $1.07M
|
33.5K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21.5K+ 64.73% |
$800K - $1.06M
|
54.8K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
20.9K+ 2.06% |
$777K - $1.03M
|
1.04M
$77.6M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.9K+ 2.9% |
$739K - $981K
|
705K
$52.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
19.4K+ 108.82% |
$721K - $958K
|
37.2K
$2.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
18.7K+ 4.36% |
$694K - $922K
|
448K
$33.5M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
17K+ 1.32% |
$632K - $839K
|
1.31M
$97.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 4.28% |
$614K - $816K
|
403K
$30.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 15.44% |
$575K - $763K
|
116K
$8.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.4KNew |
$574K - $762K
|
15.4K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
15.4K+ 119.38% |
$572K - $760K
|
28.3K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
15.4K+ 47.09% |
$571K - $759K
|
48K
$3.59M
|