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 13, 2024
Q2 2024
|
Royce & Associates LP
|
BUY
|
- |
5.92K+ 3.39% |
$290K - $343K
|
181K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.91KNew |
$290K - $342K
|
5.91K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.57KNew |
$273K - $323K
|
5.57K
$435K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.99K+ 35.53% |
$245K - $289K
|
19K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.93K+ 11.22% |
$242K - $286K
|
48.9K
$3.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.57K+ 14.04% |
$224K - $264K
|
37.1K
$2.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.53KNew |
$222K - $262K
|
4.53K
$353K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.27KNew |
$210K - $247K
|
4.27K
$333K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.23KNew |
$208K - $245K
|
4.23K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.97K+ 11.11% |
$195K - $230K
|
39.7K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.84K+ 8.32% |
$189K - $222K
|
50K
$3.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 10.63% |
$182K - $215K
|
38.6K
$3.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.65K+ 1.85% |
$179K - $211K
|
201K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.09KNew |
$151K - $179K
|
3.09K
$241K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.95K+ 27.54% |
$145K - $171K
|
13.6K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.79K+ 0.8% |
$137K - $161K
|
350K
$27.3M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.66K+ 4.71% |
$131K - $154K
|
59.3K
$4.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.66K+ 10.17% |
$131K - $154K
|
28.8K
$2.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.4K+ 7.27% |
$118K - $139K
|
35.4K
$2.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.09K+ 15.56% |
$102K - $121K
|
15.5K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 0.98% |
$99.1K - $117K
|
208K
$16.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$97.8K - $115K
|
1.99K
$155K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.8K+ 42.92% |
$88.5K - $104K
|
6.01K
$469K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.75K+ 3.79% |
$85.6K - $101K
|
47.8K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.75K+ 3.79% |
$85.6K - $101K
|
47.8K
$3.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
1.6K+ 53.33% |
$78.5K - $92.7K
|
4.6K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.58KNew |
$77.7K - $91.7K
|
1.58K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.55K+ 23.64% |
$76.1K - $89.8K
|
8.11K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.5K+ 100.0% |
$73.6K - $86.9K
|
3K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 2.58% |
$71.6K - $84.5K
|
58.1K
$4.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.33K+ 2.47% |
$65.4K - $77.2K
|
55.2K
$4.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.3K+ 213.46% |
$63.8K - $75.3K
|
1.91K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.29K+ 5.78% |
$63.4K - $74.8K
|
23.7K
$1.85M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.19K+ 0.11% |
$58.3K - $68.8K
|
1.12M
$87.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.19K+ 0.11% |
$58.3K - $68.8K
|
1.12M
$87.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.16K+ 0.27% |
$56.9K - $67.1K
|
437K
$34.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
968+ 605.0% |
$47.5K - $56.1K
|
1.13K
$88K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
857+ 10.32% |
$42.1K - $49.6K
|
9.16K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
810+ 8.71% |
$39.8K - $46.9K
|
10.1K
$789K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
782+ 4.33% |
$38.4K - $45.3K
|
18.8K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
763+ 5.3% |
$37.4K - $44.2K
|
15.2K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
694+ 1.71% |
$34.1K - $40.2K
|
41.3K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
688+ 0.9% |
$33.8K - $39.8K
|
76.7K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
668+ 6.04% |
$32.8K - $38.7K
|
11.7K
$916K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
629+ 75.24% |
$30.9K - $36.4K
|
1.47K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
589+ 9.98% |
$28.9K - $34.1K
|
6.49K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
572+ 0.99% |
$28.1K - $33.1K
|
58.4K
$4.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
570+ 8.67% |
$28K - $33K
|
7.15K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
535+ 2.57% |
$26.3K - $31K
|
21.4K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
508+ 2.11% |
$24.9K - $29.4K
|
24.5K
$1.91M
|