Purchases and Sales Made in Q4 2025 in Moelis & CO (MC)
This table provides information about the institutional ownership of Moelis & CO (MC) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
160K+ 714.32% |
$9.93M - $11.5M
|
182K
$11.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.8K+ 7.56% |
$1.67M - $1.93M
|
381K
$24.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
22.8K+ 312.55% |
$1.42M - $1.65M
|
30.1K
$1.91M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
6KNew |
$373K - $433K
|
6K
$380K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.96K+ 84.08% |
$184K - $214K
|
6.49K
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.57K+ 27.35% |
$160K - $185K
|
12K
$757K
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
1.81K+ 13.36% |
$112K - $130K
|
15.3K
$972K
|
|
|
Jan 20, 2026
Q4 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.6K+ 2.1% |
$99.6K - $116K
|
77.9K
$4.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
924+ 1.13% |
$57.4K - $66.6K
|
82.5K
$5.23M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
483New |
$30K - $34.8K
|
483
$30.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
340+ 1.23% |
$21.1K - $24.5K
|
27.9K
$1.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
225+ 7.47% |
$14K - $16.2K
|
3.24K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
179+ 406.82% |
$11.1K - $12.9K
|
223
$14.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
171New |
$10.6K - $12.3K
|
171
$10.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
50New |
$3.11K - $3.6K
|
50
$3.17K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 2.85% |
$2.67K - $3.1K
|
1.55K
$98.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 35.0% |
$435 - $505
|
27
$1.71K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5New |
$311 - $360
|
5
$317
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.1% |
$311 - $360
|
5.22K
$331K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 100.0% |
$124 - $144
|
4
$253
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 2.15% |
$124 - $144
|
91
$5.76K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 36.36% |
$249 - $288
|
7
$443
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.6% |
$435 - $505
|
1.15K
$73K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-26- 66.67% |
$1.62K - $1.87K
|
13
$824
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 7.12% |
$2.55K - $2.96K
|
535
$33.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-55- 0.63% |
$3.42K - $3.96K
|
8.61K
$546K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-56- 40.88% |
$3.48K - $4.04K
|
81
$5.13K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-157- 4.71% |
$9.76K - $11.3K
|
3.17K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-197- 2.95% |
$12.2K - $14.2K
|
6.48K
$411K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.59% |
$12.4K - $14.4K
|
33.9K
$2.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-272- 3.1% |
$16.9K - $19.6K
|
8.51K
$539K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-366- 10.2% |
$22.7K - $26.4K
|
3.22K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-655- 12.03% |
$40.7K - $47.2K
|
4.79K
$304K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-730- 19.1% |
$45.4K - $52.6K
|
3.09K
$196K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-852- 7.1% |
$52.9K - $61.4K
|
11.1K
$706K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.41K- 10.35% |
$150K - $174K
|
20.9K
$1.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.03K- 12.78% |
$188K - $219K
|
20.7K
$1.31M
|
|