Purchases and Sales Made in Q2 2024 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
659KNew |
$32.4M - $38.2M
|
659K
$47.1M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
454K+ 179.17% |
$22.3M - $26.3M
|
708K
$50.6M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
384K+ 4.94% |
$18.8M - $22.2M
|
8.15M
$583M
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
342K+ 914.45% |
$16.8M - $19.8M
|
380K
$27.1M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
256K+ 21.24% |
$12.6M - $14.8M
|
1.46M
$104M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
212K+ 13.79% |
$10.4M - $12.3M
|
1.75M
$125M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
188K+ 14.72% |
$9.21M - $10.9M
|
1.46M
$104M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172K+ 2.15% |
$8.43M - $9.95M
|
8.15M
$582M
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
167K+ 10.43% |
$8.21M - $9.69M
|
1.77M
$127M
|
|
Aug 14, 2024
Q2 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
164K+ 4.8% |
$8.06M - $9.51M
|
3.58M
$256M
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
126K+ 8.7% |
$6.2M - $7.32M
|
1.58M
$113M
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
107K+ 4.07% |
$5.25M - $6.19M
|
2.73M
$195M
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
83.9KNew |
$4.12M - $4.86M
|
83.9K
$6M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
79.6K+ 100.5% |
$3.91M - $4.61M
|
159K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.1K+ 13.87% |
$3.54M - $4.18M
|
592K
$42.3M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
71.4K+ 40.72% |
$3.5M - $4.13M
|
247K
$17.6M
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
69.7K+ 22.51% |
$3.42M - $4.04M
|
380K
$27.1M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
62.7K+ 7.44% |
$3.08M - $3.63M
|
906K
$64.7M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.4K+ 27.02% |
$3.06M - $3.62M
|
294K
$21M
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
60.8K+ 995.27% |
$2.98M - $3.52M
|
66.9K
$4.78M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
57.5KNew |
$2.82M - $3.33M
|
57.5K
$4.11M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.8K+ 5.26% |
$2.54M - $3M
|
1.04M
$74M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
47.4K+ 0.66% |
$2.32M - $2.74M
|
7.19M
$514M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
47.2K+ 18.24% |
$2.32M - $2.73M
|
306K
$21.9M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.2K+ 51.84% |
$2.27M - $2.68M
|
135K
$9.67M
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
42K+ 1.17% |
$2.06M - $2.43M
|
3.62M
$259M
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
34.2KNew |
$1.68M - $1.98M
|
34.2K
$2.44M
|
|
Aug 13, 2024
Q2 2024
|
Heard Capital LLC
Chicago, IL |
BUY
|
- |
33.7K+ 1.59% |
$1.65M - $1.95M
|
2.15M
$154M
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
27KNew |
$1.32M - $1.56M
|
27K
$1.93M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
26.7KNew |
$1.31M - $1.55M
|
26.7K
$1.91M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.7K+ 16.02% |
$1.26M - $1.49M
|
186K
$13.3M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.1KNew |
$1.18M - $1.4M
|
24.1K
$1.72M
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
20.1K+ 34.21% |
$988K - $1.17M
|
79K
$5.64M
|
|
Aug 12, 2024
Q2 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
19.3K+ 18.27% |
$947K - $1.12M
|
125K
$8.93M
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
18.2K+ 13.3% |
$892K - $1.05M
|
155K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17K+ 9.56% |
$834K - $984K
|
195K
$13.9M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17K+ 49.45% |
$833K - $983K
|
51.3K
$3.66M
|
|
Aug 13, 2024
Q2 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
13.9K+ 0.46% |
$684K - $807K
|
3.04M
$217M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.6KNew |
$620K - $732K
|
12.6K
$903K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.1K+ 274.35% |
$594K - $701K
|
16.5K
$1.18M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.8K+ 620.48% |
$581K - $686K
|
13.8K
$983K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.11KNew |
$447K - $528K
|
9.11K
$651K
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
9.06KNew |
$445K - $525K
|
9.06K
$647K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
8.99KNew |
$441K - $521K
|
8.99K
$642K
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.42K+ 4.31% |
$413K - $488K
|
204K
$14.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.2K+ 1.98% |
$353K - $417K
|
371K
$26.5M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.17K+ 16.8% |
$352K - $415K
|
49.8K
$3.56M
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.71KNew |
$329K - $389K
|
6.71K
$479K
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.24K+ 18.07% |
$306K - $361K
|
40.8K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.95K+ 12.27% |
$292K - $345K
|
54.5K
$3.89M
|