Purchases and Sales Made in Q4 2023 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
743KNew |
$29M - $43.3M
|
743K
$53.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
335K+ 11.01% |
$13.1M - $19.5M
|
3.37M
$241M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
211K+ 2.71% |
$8.26M - $12.3M
|
8M
$572M
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
189KNew |
$7.38M - $11M
|
189K
$13.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
136K+ 22.1% |
$5.32M - $7.93M
|
753K
$53.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 20.95% |
$4.83M - $7.2M
|
714K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 31.08% |
$4.5M - $6.7M
|
485K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
109KNew |
$4.27M - $6.36M
|
109K
$7.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
87.9K+ 20.23% |
$3.44M - $5.12M
|
522K
$37.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
80K+ 12.62% |
$3.13M - $4.66M
|
714K
$51M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
76.9K+ 111.22% |
$3M - $4.47M
|
146K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
68.9K+ 5.14% |
$2.69M - $4.01M
|
1.41M
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2K+ 545.75% |
$2.47M - $3.68M
|
74.8K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
61.2K+ 2.45% |
$2.39M - $3.56M
|
2.56M
$183M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
60.5K+ 4.51% |
$2.36M - $3.52M
|
1.4M
$100M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
56.1K+ 68.13% |
$2.19M - $3.26M
|
138K
$9.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
54.9KNew |
$2.14M - $3.19M
|
54.9K
$3.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52.1KNew |
$2.03M - $3.03M
|
52.1K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
50.1K+ 1.47% |
$1.96M - $2.92M
|
3.47M
$248M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
41.4KNew |
$1.62M - $2.41M
|
41.4K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
39.9KNew |
$1.56M - $2.32M
|
39.9K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.6K+ 3.71% |
$1.55M - $2.31M
|
1.11M
$79.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
39.1KNew |
$1.53M - $2.28M
|
39.1K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.4K+ 116.97% |
$1.5M - $2.24M
|
71.2K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
35.2K+ 20.63% |
$1.37M - $2.05M
|
206K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
30.1KNew |
$1.18M - $1.75M
|
30.1K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.7KNew |
$1M - $1.49M
|
25.7K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24K+ 2.16% |
$938K - $1.4M
|
1.14M
$81.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 4.84% |
$920K - $1.37M
|
510K
$36.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.4K+ 19.04% |
$915K - $1.36M
|
146K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
21.9K+ 447.32% |
$856K - $1.28M
|
26.8K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
21.8K+ 2.75% |
$853K - $1.27M
|
815K
$58.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
21.8K+ 17.89% |
$852K - $1.27M
|
144K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.5K+ 13.32% |
$842K - $1.25M
|
183K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$824K - $1.23M
|
21.1K
$1.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
20.4K+ 26.8% |
$798K - $1.19M
|
96.6K
$6.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.2K+ 9.57% |
$789K - $1.18M
|
231K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.4KNew |
$760K - $1.13M
|
19.4K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8K+ 40.66% |
$617K - $918K
|
54.6K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
15.6KNew |
$610K - $908K
|
15.6K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.2KNew |
$595K - $886K
|
15.2K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
14.3KNew |
$557K - $829K
|
14.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.2KNew |
$555K - $826K
|
14.2K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
13KNew |
$507K - $755K
|
13K
$927K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.7KNew |
$496K - $738K
|
12.7K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.5K+ 27.03% |
$488K - $726K
|
58.7K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
12.5K+ 43.65% |
$487K - $725K
|
41K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$444K - $661K
|
11.4K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
11KNew |
$432K - $643K
|
11K
$789K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.94KNew |
$388K - $578K
|
9.94K
$710K
|