Purchases and Sales Made in Q3 2024 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.59K+ 8.52% |
$90.9K - $112K
|
20.3K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$88.7K - $110K
|
1.55K
$79.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 30.57% |
$88.2K - $109K
|
6.59K
$339K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.4K+ 30.43% |
$80K - $98.9K
|
6K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.36K+ 0.78% |
$77.8K - $96.1K
|
175K
$9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31K+ 31.45% |
$74.6K - $92.2K
|
5.46K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.22K+ 1.87% |
$69.8K - $86.2K
|
66.6K
$3.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 4.6% |
$63.3K - $78.2K
|
25.2K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.1KNew |
$62.8K - $77.6K
|
1.1K
$56.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.05K+ 5.99% |
$60.2K - $74.4K
|
18.6K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 17.66% |
$58.1K - $71.8K
|
6.78K
$348K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
984+ 1245.57% |
$56.2K - $69.5K
|
1.06K
$54.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
921+ 13.63% |
$52.6K - $65K
|
7.68K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
900New |
$51.4K - $63.6K
|
900
$46.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
815+ 8.78% |
$46.6K - $57.6K
|
10.1K
$519K
|
|
|
Apr 04, 2025
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
747+ 1.13% |
$42.7K - $52.8K
|
66.6K
$3.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
737+ 1.27% |
$42.1K - $52K
|
58.8K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
730+ 4.17% |
$41.7K - $51.6K
|
18.2K
$936K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
712+ 192.95% |
$40.7K - $50.3K
|
1.08K
$55.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
628+ 348.89% |
$35.9K - $44.3K
|
808
$41.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
562+ 8.66% |
$32.1K - $39.7K
|
7.05K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
554+ 8.67% |
$31.7K - $39.1K
|
6.94K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
551+ 16.18% |
$31.5K - $38.9K
|
3.96K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
548+ 1.15% |
$31.3K - $38.7K
|
48.1K
$2.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
534+ 115.84% |
$30.5K - $37.7K
|
995
$51.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
517+ 5.6% |
$29.5K - $36.5K
|
9.74K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
504+ 7.02% |
$28.8K - $35.6K
|
7.69K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
405+ 24.35% |
$23.1K - $28.6K
|
2.07K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
402+ 0.4% |
$23K - $28.4K
|
101K
$5.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
387New |
$22.1K - $27.3K
|
387
$19.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
301+ 0.38% |
$17.2K - $21.3K
|
79.3K
$4.07M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
300+ 2.16% |
$17.1K - $21.2K
|
14.2K
$728K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
294+ 4.75% |
$16.8K - $20.8K
|
6.49K
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286New |
$16.3K - $20.2K
|
286
$14.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
275+ 3.85% |
$15.7K - $19.4K
|
7.42K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
236+ 3.41% |
$13.5K - $16.7K
|
7.16K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
228New |
$13K - $16.1K
|
228
$11.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
220+ 0.35% |
$12.6K - $15.5K
|
62.6K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
216New |
$12.3K - $15.3K
|
216
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
200+ 1.69% |
$11.4K - $14.1K
|
12K
$617K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
172+ 1.26% |
$9.83K - $12.1K
|
13.8K
$710K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
147+ 0.78% |
$8.4K - $10.4K
|
19K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
142+ 75.13% |
$8.11K - $10K
|
331
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
138+ 3.07% |
$7.89K - $9.75K
|
4.64K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 2.63% |
$6.8K - $8.4K
|
4.64K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106New |
$6.06K - $7.49K
|
106
$5.45K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
105New |
$6K - $7.42K
|
105
$5.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
91+ 2.55% |
$5.2K - $6.43K
|
3.67K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
84+ 5.31% |
$4.8K - $5.93K
|
1.67K
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77+ 11.0% |
$4.4K - $5.44K
|
777
$39.9K
|