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
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
71New |
$4.06K - $5.01K
|
71
$3.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70+ 127.27% |
$4K - $4.94K
|
125
$6.42K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69+ 6.12% |
$3.94K - $4.87K
|
1.2K
$61.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
48+ 2.04% |
$2.74K - $3.39K
|
2.4K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$2.29K - $2.82K
|
40
$2.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 0.9% |
$2K - $2.47K
|
3.91K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 77.78% |
$2K - $2.47K
|
80
$4.11K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 25.51% |
$1.43K - $1.77K
|
123
$6.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25New |
$1.43K - $1.77K
|
25
$1.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20+ 0.05% |
$1.14K - $1.41K
|
38.9K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.2% |
$686 - $847
|
6.05K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11+ 0.27% |
$629 - $777
|
4.08K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$629 - $777
|
11
$565
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11+ 0.26% |
$629 - $777
|
4.22K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 1.4% |
$571 - $706
|
726
$37.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 80.0% |
$457 - $565
|
18
$925
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.23% |
$457 - $565
|
3.54K
$182K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$343 - $424
|
6
$308
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.55% |
$114 - $141
|
363
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.04% |
$114 - $141
|
4.54K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$57.1 - $70.6
|
229
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.75% |
$57.1 - $70.6
|
58
$2.98K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$57.1 - $70.6
|
1
$51.4
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$57.1 - $70.6
|
3
$154
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 2.29% |
$171 - $212
|
128
$6.58K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 1.15% |
$800 - $989
|
1.2K
$61.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-15- 3.02% |
$857 - $1.06K
|
482
$24.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-19- 0.44% |
$1.09K - $1.34K
|
4.25K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 2.9% |
$1.37K - $1.69K
|
804
$41.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-32- 12.85% |
$1.83K - $2.26K
|
217
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-49- 0.21% |
$2.8K - $3.46K
|
23.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-56- 50.0% |
$3.2K - $3.95K
|
56
$2.88K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72- 1.23% |
$4.11K - $5.08K
|
5.8K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-105- 88.24% |
$6K - $7.42K
|
14
$719
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-120- 0.79% |
$6.86K - $8.47K
|
15K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-153- 9.93% |
$8.74K - $10.8K
|
1.39K
$71.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 2.91% |
$11.2K - $13.8K
|
6.54K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-220- 5.95% |
$12.6K - $15.5K
|
3.48K
$179K
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-248- 1.52% |
$14.2K - $17.5K
|
16K
$824K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-252- 2.88% |
$14.4K - $17.8K
|
8.5K
$436K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 1.71% |
$17.1K - $21.2K
|
17.2K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-325- 1.2% |
$18.6K - $23K
|
26.7K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-340- 5.59% |
$19.4K - $24K
|
5.74K
$295K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-374- 4.16% |
$21.4K - $26.4K
|
8.61K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-394- 0.82% |
$22.5K - $27.8K
|
47.4K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-494- 11.9% |
$28.2K - $34.9K
|
3.66K
$188K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 2.93% |
$28.6K - $35.3K
|
16.5K
$850K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-537- 1.68% |
$30.7K - $37.9K
|
31.3K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-668- 1.48% |
$38.2K - $47.2K
|
44.3K
$2.28M
|