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 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106- 1.04% |
$3.94K - $5.23K
|
10K
$752K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-139- 1.18% |
$5.16K - $6.86K
|
11.7K
$874K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-167- 0.69% |
$6.2K - $8.24K
|
23.9K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-190- 3.49% |
$7.06K - $9.37K
|
5.25K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-208- 2.88% |
$7.73K - $10.3K
|
7K
$524K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-228- 21.84% |
$8.47K - $11.2K
|
816
$61.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-231- 10.8% |
$8.58K - $11.4K
|
1.91K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-333- 13.59% |
$12.4K - $16.4K
|
2.12K
$159K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-350- 2.65% |
$13K - $17.3K
|
12.8K
$961K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-371- 21.15% |
$13.8K - $18.3K
|
1.38K
$104K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-409- 53.19% |
$15.2K - $20.2K
|
360
$26.9K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-499- 0.94% |
$18.5K - $24.6K
|
52.6K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-511- 13.13% |
$19K - $25.2K
|
3.38K
$253K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-592- 7.26% |
$22K - $29.2K
|
7.56K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-700- 8.53% |
$26K - $34.5K
|
7.5K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-786- 2.11% |
$29.2K - $38.8K
|
36.4K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-851- 4.3% |
$31.6K - $42K
|
18.9K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-861- 12.68% |
$32K - $42.5K
|
5.93K
$444K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-918- 12.89% |
$34.1K - $45.3K
|
6.21K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-926- 1.08% |
$34.4K - $45.7K
|
84.5K
$6.33M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-926- 1.08% |
$34.4K - $45.7K
|
84.5K
$6.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-982- 10.62% |
$36.5K - $48.5K
|
8.27K
$619K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.13K- 10.36% |
$42.1K - $55.9K
|
9.8K
$733K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.14K- 14.19% |
$42.4K - $56.2K
|
6.89K
$516K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.29K- 1.59% |
$47.9K - $63.6K
|
79.9K
$5.98M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.39K- 15.01% |
$51.7K - $68.7K
|
7.89K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.55K- 36.0% |
$57.7K - $76.6K
|
2.76K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.6K- 0.27% |
$59.4K - $78.9K
|
596K
$44.6M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.93K- 3.04% |
$71.6K - $95.1K
|
61.5K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.2K- 23.63% |
$81.8K - $109K
|
7.11K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 20.83% |
$82.6K - $110K
|
8.45K
$632K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.53K- 4.65% |
$94.1K - $125K
|
51.9K
$3.89M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.77K- 10.17% |
$103K - $137K
|
24.5K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.91K- 5.3% |
$108K - $143K
|
51.9K
$3.89M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.99K- 20.03% |
$111K - $147K
|
11.9K
$892K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.13K- 24.01% |
$116K - $155K
|
9.92K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.23K- 2.86% |
$157K - $209K
|
143K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.45K- 7.75% |
$165K - $219K
|
52.9K
$3.96M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-5.28K- 35.78% |
$196K - $260K
|
9.47K
$709K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-6.02K- 43.23% |
$224K - $297K
|
7.9K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.66K- 15.64% |
$359K - $477K
|
52.1K
$3.9M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-11.1K- 1.88% |
$411K - $546K
|
576K
$43.1M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-16.8K- 10.85% |
$624K - $829K
|
138K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-17.9K- 61.22% |
$666K - $885K
|
11.4K
$850K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-19.6K- 20.66% |
$726K - $965K
|
75.1K
$5.62M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-20.6K- 23.41% |
$766K - $1.02M
|
67.4K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22K- 11.57% |
$817K - $1.09M
|
168K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-25.8K- 52.45% |
$958K - $1.27M
|
23.4K
$1.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-26.7K- 96.85% |
$990K - $1.32M
|
866
$64.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-28.3K- 11.49% |
$1.05M - $1.4M
|
218K
$16.3M
|