MC Insider Trading

Insider Ownership Percentage: 6.40%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $25,589,858.78

Moelis & Company Insider Trading History Chart

This chart shows the insider buying and selling history at Moelis & Company by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Moelis & Company Share Price & Price History

Current Price: $73.38
Price Change: Price Decrease of -0.55 (-0.74%)
As of 11/20/2024 01:00 AM ET

This chart shows the closing price history over time for MC up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Moelis & Company Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
7/31/2024Kenneth ShropshireDirectorSell495$69.29$34,298.559,372View SEC Filing Icon  
7/30/2024Kenneth MoelisCEOSell5,308$68.87$365,561.9686View SEC Filing Icon  
7/25/2024Joseph SimonCFOSell6,723$64.00$430,272.00View SEC Filing Icon  
5/13/2024Navid MahmoodzadeganInsiderSell44,980$54.92$2,470,301.60View SEC Filing Icon  
5/9/2024Kenneth MoelisCEOSell40,000$53.98$2,159,200.0042,441View SEC Filing Icon  
2/29/2024Joseph SimonCFOSell8,573$54.13$464,056.49View SEC Filing Icon  
2/29/2024Kenneth MoelisCEOSell75,000$54.11$4,058,250.0086,441View SEC Filing Icon  
2/29/2024Navid MahmoodzadeganInsiderSell50,772$54.11$2,747,272.9264,463View SEC Filing Icon  
2/23/2024Kenneth MoelisCEOSell400$55.00$22,000.00161,441View SEC Filing Icon  
2/23/2024Osamu R. WatanabeGeneral CounselSell5,869$54.38$319,156.22131View SEC Filing Icon  
2/22/2024Navid MahmoodzadeganInsiderSell10,402$54.92$571,277.84115,235View SEC Filing Icon  
2/21/2024Katherine Pilcher CiafoneCOOSell4,798$52.60$252,374.803,666View SEC Filing Icon  
2/21/2024Eric CantorVice ChairmanSell17,857$52.60$939,278.20195,863View SEC Filing Icon  
2/21/2024Joseph SimonCFOSell8,149$52.60$428,637.408,573View SEC Filing Icon  
2/21/2024Kenneth MoelisCEOSell128,277$52.60$6,747,370.20161,810View SEC Filing Icon  
2/21/2024Osamu R. WatanabeGeneral CounselSell7,685$52.60$404,231.006,000View SEC Filing Icon  
2/20/2024Navid MahmoodzadeganInsiderSell25,642$55.29$1,417,746.1854,217View SEC Filing Icon  
2/16/2024Navid MahmoodzadeganInsiderSell20,001$55.82$1,116,455.8279,859View SEC Filing Icon  
2/9/2024Joseph SimonCFOSell10,720$54.70$586,384.00View SEC Filing Icon  
2/8/2024Christopher CallesanoInsiderSell1,040$53.59$55,733.60View SEC Filing Icon  
11/13/2023Kenneth MoelisCEOSell19,675$41.66$819,660.505,308View SEC Filing Icon  
11/9/2023Kenneth MoelisCEOSell23,388$42.20$986,973.6074,983View SEC Filing Icon  
8/10/2023Kenneth ShropshireDirectorSell1,417$48.09$68,143.537,157View SEC Filing Icon  
8/2/2023Elizabeth CrainCOOSell5,588$48.06$268,559.28View SEC Filing Icon  
7/31/2023Elizabeth CrainCOOSell5,588$48.10$268,782.805,588View SEC Filing Icon  
3/3/2023Navid MahmoodzadeganInsiderSell23,323$43.05$1,004,055.1599,860View SEC Filing Icon  
2/28/2023Navid MahmoodzadeganInsiderSell52,209$43.22$2,256,472.98177,192View SEC Filing Icon  
2/27/2023Osamu R. WatanabeGeneral CounselSell6,130$42.99$263,528.70131View SEC Filing Icon  
2/22/2023Elizabeth CrainCOOSell10,419$42.06$438,223.1411,176View SEC Filing Icon  
2/22/2023Jeffrey RaichInsiderSell36,592$42.06$1,539,059.5244,710View SEC Filing Icon  
2/22/2023Kenneth MoelisCEOSell45,507$42.06$1,914,024.4298,291View SEC Filing Icon  
2/22/2023Osamu R. WatanabeGeneral CounselSell5,716$42.06$240,414.966,261View SEC Filing Icon  
2/13/2023Christopher CallesanoinsiderSell1,155$46.92$54,192.60View SEC Filing Icon  
2/9/2023Jeffrey RaichInsiderSell42,637$45.30$1,931,456.1055,257View SEC Filing Icon  
1/30/2023Kenneth MoelisCEOSell60,093$46.12$2,771,489.1644,676View SEC Filing Icon  
1/27/2023Kenneth MoelisCEOSell73,976$46.18$3,416,211.68104,769View SEC Filing Icon  
1/23/2023Kenneth MoelisCEOSell12,310$46.03$566,629.30181,113View SEC Filing Icon  
11/16/2022Kenneth MoelisCEOSell10,253$45.55$467,024.15193,423View SEC Filing Icon  
11/14/2022Joseph SimonCFOSell12,370$45.98$568,772.60View SEC Filing Icon  
11/14/2022Kenneth MoelisCEOSell82,921$46.01$3,815,195.2149,827View SEC Filing Icon  
5/31/2022Elizabeth CrainCOOSell7,000$47.08$329,560.00View SEC Filing Icon  
5/25/2022Elizabeth CrainCOOSell7,116$44.61$317,444.767,000View SEC Filing Icon  
2/22/2022Elizabeth CrainCOOSell11,757$47.12$553,989.84View SEC Filing Icon  
2/22/2022Jeffrey RaichInsiderSell33,762$47.12$1,590,865.44View SEC Filing Icon  
2/22/2022Kenneth MoelisCEOSell34,370$47.12$1,619,514.40View SEC Filing Icon  
2/22/2022Osamu R. WatanabeGeneral CounselSell6,232$47.12$293,651.84View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Moelis & Company (NYSE:MC)

91.53% of Moelis & Company stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at MC by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Moelis & Company Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Virtu Financial LLC9,242$0.63M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC1,590,316$108.97M0.0%+0.7%2.123%Search for SEC Filing on Google Icon
11/15/2024M&T Bank Corp31,349$2.15M0.0%-1.7%0.042%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC142,138$9.74M0.0%-46.4%0.190%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio28,772$1.97M0.0%-13.3%0.038%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC7,679$0.53M0.0%+13.6%0.010%Search for SEC Filing on Google Icon
11/15/2024First National Bank of Omaha44,345$3.04M0.2%-1.5%0.059%Search for SEC Filing on Google Icon
11/15/2024Pier Capital LLC118,989$8.15M1.1%N/A0.159%Search for SEC Filing on Google Icon
11/15/2024Orion Portfolio Solutions LLC38,037$2.61M0.1%-5.5%0.051%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd13,736$0.94M0.1%-16.9%0.018%Search for SEC Filing on Google Icon
11/15/2024Weiss Asset Management LP15,966$1.09M0.0%N/A0.021%Search for SEC Filing on Google Icon
11/15/2024State Street Corp2,733,951$187.30M0.0%+0.1%3.649%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp241,772$16.56M0.0%+2.0%0.323%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.101,741$6.97M0.0%N/A0.136%Search for SEC Filing on Google Icon
11/15/2024Heard Capital LLC1,798,360$123.21M6.9%-16.4%2.400%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC896,235$61.44M0.1%-13.4%1.196%Search for SEC Filing on Google Icon
11/15/2024Holocene Advisors LP26,755$1.83M0.0%N/A0.036%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP4,612$0.32M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/15/2024Chevy Chase Trust Holdings LLC55,809$3.82M0.0%+69.9%0.074%Search for SEC Filing on Google Icon
11/15/2024Cinctive Capital Management LP14,967$1.03M0.1%-82.2%0.020%Search for SEC Filing on Google Icon
11/15/2024Bamco Inc. NY527,186$36.12M0.1%-3.8%0.704%Search for SEC Filing on Google Icon
11/15/2024Paloma Partners Management Co4,258$0.29M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/14/2024Wasatch Advisors LP2,848,073$195.12M1.0%-20.5%3.801%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC11,365$0.78M0.0%N/A0.015%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors5,458$0.37M0.0%+31.5%0.007%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC145,203$9.95M0.0%-8.6%0.194%Search for SEC Filing on Google Icon
11/14/2024Public Sector Pension Investment Board149,314$10.23M0.1%-3.6%0.199%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC39,773$2.73M0.0%-2.4%0.053%Search for SEC Filing on Google Icon
11/14/2024Healthcare of Ontario Pension Plan Trust Fund98,000$6.71M0.0%+322.4%0.131%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets42,526$2.91M0.0%+32.3%0.057%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP6,302$0.43M0.0%-62.5%0.008%Search for SEC Filing on Google Icon
11/13/2024FMR LLC126,127$8.64M0.0%+0.2%0.168%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 51,975$3.56M0.0%-4.6%0.069%Search for SEC Filing on Google Icon
11/13/2024Qsemble Capital Management LP3,079$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/13/2024Harvest Fund Management Co. Ltd1,895$0.13M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd24,870$1.70M0.2%N/A0.033%Search for SEC Filing on Google Icon
11/13/2024Fisher Asset Management LLC62,570$4.29M0.0%+0.4%0.084%Search for SEC Filing on Google Icon
11/12/2024Pitcairn Co.9,430$0.65M0.0%-6.8%0.013%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC13,845$0.95M0.0%+129.8%0.018%Search for SEC Filing on Google Icon
11/12/2024Citigroup Inc.87,213$5.98M0.0%+75.0%0.116%Search for SEC Filing on Google Icon
11/12/2024Raymond James Trust N.A.3,656$0.25M0.0%-11.9%0.005%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.922,920$63.23M0.0%+1.9%1.232%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC19,398$1.33M0.0%N/A0.026%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.155,508$10.65M0.1%-4.2%0.208%Search for SEC Filing on Google Icon
11/8/2024Hilton Capital Management LLC23,417$1.60M0.1%N/A0.031%Search for SEC Filing on Google Icon
11/8/2024Jennison Associates LLC88,234$6.05M0.0%-5.7%0.118%Search for SEC Filing on Google Icon
11/8/2024PNC Financial Services Group Inc.18,222$1.25M0.0%+4.2%0.024%Search for SEC Filing on Google Icon
11/8/2024B. Metzler seel. Sohn & Co. Holding AG50,107$3.43M0.0%N/A0.067%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC39,715$2.72M0.0%-15.7%0.053%Search for SEC Filing on Google Icon
11/7/2024AMG National Trust Bank16,280$1.12M0.0%-38.0%0.022%Search for SEC Filing on Google Icon
11/7/2024Swiss National Bank137,400$9.41M0.0%+4.7%0.183%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans55,256$3.79M0.0%-5.4%0.074%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC76,311$5.23M0.1%-3.1%0.102%Search for SEC Filing on Google Icon
11/6/2024Natixis Advisors LLC804,860$55.14M0.1%+13.7%1.074%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC30,514$2.09M0.0%+5.9%0.041%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP112,488$7.71M0.1%-37.7%0.150%Search for SEC Filing on Google Icon
11/6/2024OneDigital Investment Advisors LLC13,812$0.95M0.0%+1.3%0.018%Search for SEC Filing on Google Icon
11/6/2024KBC Group NV2,068$0.14M0.0%+24.4%0.003%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer Asset Management Inc.42,363$2.90M0.0%-17.4%0.057%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.85,202$5.84M0.0%+72.2%0.114%Search for SEC Filing on Google Icon
11/5/2024Winslow Asset Management Inc.175,179$12M2.2%+0.8%0.234%Search for SEC Filing on Google Icon
11/5/2024Apollon Wealth Management LLC8,640$0.59M0.0%-9.0%0.012%Search for SEC Filing on Google Icon
11/4/2024Venturi Wealth Management LLC6,443$0.44M0.0%+52.3%0.009%Search for SEC Filing on Google Icon
11/4/2024Los Angeles Capital Management LLC12,248$0.84M0.0%+35.2%0.016%Search for SEC Filing on Google Icon
11/4/2024State of New Jersey Common Pension Fund D29,349$2.01M0.0%-12.3%0.039%Search for SEC Filing on Google Icon
11/4/2024Legacy Capital Wealth Partners LLC6,781$0.47M0.1%N/A0.009%Search for SEC Filing on Google Icon
11/1/2024Atria Investments Inc25,197$1.73M0.0%+4.6%0.034%Search for SEC Filing on Google Icon
11/1/2024Verdence Capital Advisors LLC33,676$2.31M0.2%-9.2%0.045%Search for SEC Filing on Google Icon
11/1/2024SpiderRock Advisors LLC54,071$3.70M0.1%-5.9%0.072%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.333,370$22.84M0.0%-4.7%0.446%Search for SEC Filing on Google Icon
10/30/2024Capital Management Corp VA180,459$12.36M2.2%-3.5%0.241%Search for SEC Filing on Google Icon
10/30/2024Amalgamated Bank20,628$1.41M0.0%-3.5%0.028%Search for SEC Filing on Google Icon
10/29/2024Emerald Advisers LLC440,330$30.17M1.2%+1.3%0.589%Search for SEC Filing on Google Icon
10/29/2024Harbor Capital Advisors Inc.20,985$1.44M0.1%+15.6%0.028%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC36,005$2.47M0.0%-5.6%0.048%Search for SEC Filing on Google Icon
10/29/2024Emerald Mutual Fund Advisers Trust360,871$24.72M1.3%-5.2%0.483%Search for SEC Filing on Google Icon
10/28/2024Reston Wealth Management LLC387$26K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/28/2024O ROURKE & COMPANY Inc6,489$0.45M0.2%+4.7%0.009%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE10,722$0.74M0.0%+26.6%0.014%Search for SEC Filing on Google Icon
10/25/2024Diversify Wealth Management LLC29,756$2.03M0.2%+11.5%0.040%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System17,200$1.18M0.0%-1.7%0.023%Search for SEC Filing on Google Icon
10/25/2024Trajan Wealth LLC3,478$0.24M0.0%-5.9%0.005%Search for SEC Filing on Google Icon
10/25/2024Diversify Advisory Services LLC37,355$2.63M0.1%-21.4%0.050%Search for SEC Filing on Google Icon
10/24/2024Nisa Investment Advisors LLC4,043$0.28M0.0%+108.1%0.005%Search for SEC Filing on Google Icon
10/24/2024Tributary Capital Management LLC434,716$29.78M2.3%-0.4%0.581%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue40,153$2.75M0.0%-2.8%0.054%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC143,741$9.85M0.0%+6.2%0.192%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System34,000$2.33M0.0%-4.0%0.045%Search for SEC Filing on Google Icon
10/23/2024Mount Yale Investment Advisors LLC2,707$0.19M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.715,472$49.02M0.1%N/A0.957%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.27,255$1.87M0.1%-8.8%0.036%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC6,594$0.45M0.0%+30.6%0.009%Search for SEC Filing on Google Icon
10/21/2024Whittier Trust Co. of Nevada Inc.1,099$75K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/21/2024Everence Capital Management Inc.9,440$0.65M0.0%+22.8%0.013%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates372,919$25.55M0.0%+0.6%0.499%Search for SEC Filing on Google Icon
10/18/2024Blue Trust Inc.1,081$74K0.0%+193.0%0.001%Search for SEC Filing on Google Icon
10/17/2024OmniStar Financial Group Inc.12,652$0.87M0.7%N/A0.017%Search for SEC Filing on Google Icon
10/17/2024Trust Point Inc.18,976$1.30M0.1%+0.8%0.025%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC6,300$0.43M0.2%+110.0%0.008%Search for SEC Filing on Google Icon
10/10/2024Peak Financial Advisors LLC8,497$0.58M0.3%-2.9%0.011%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Moelis & Company logo
Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. It operates in North and South America, Europe, the Middle East, Asia, and Australia. The company was founded in 2007 and is headquartered in New York, New York.
Read More on Moelis & Company

Today's Range

Now: $73.38
Low: $72.65
High: $73.94

50 Day Range

MA: $69.88
Low: $62.65
High: $80.50

52 Week Range

Now: $73.38
Low: $44.06
High: $81.60

Volume

326,393 shs

Average Volume

635,763 shs

Market Capitalization

$5.50 billion

P/E Ratio

138.45

Dividend Yield

3.21%

Beta

1.33

Who are the company insiders with the largest holdings of Moelis & Company?

Moelis & Company's top insider investors include:
  1. Eric Cantor (Vice Chairman)
  2. Kenneth Moelis (CEO)
  3. Navid Mahmoodzadegan (Insider)
  4. Jeffrey Raich (Insider)
  5. Elizabeth Crain (COO)
  6. Kenneth Shropshire (Director)
  7. Joseph Simon (CFO)
  8. Osamu R Watanabe (General Counsel)
  9. Ciafone Katherine Pilcher (COO)
  10. Christopher Callesano (Insider)
Learn More about top insider investors at Moelis & Company.

Who are the major institutional investors of Moelis & Company?

Moelis & Company's top institutional investors include:
  1. Wasatch Advisors LP — 3.80%
  2. State Street Corp — 3.65%
  3. Heard Capital LLC — 2.40%
  4. Geode Capital Management LLC — 2.12%
  5. Charles Schwab Investment Management Inc. — 1.23%
  6. HighTower Advisors LLC — 1.20%
Learn More about top institutional investors of Moelis & Company stock.

Which institutional investors are selling Moelis & Company stock?

During the last quarter, MC stock was sold by these institutional investors:
  1. Wasatch Advisors LP
  2. Heard Capital LLC
  3. HighTower Advisors LLC
  4. Barclays PLC
  5. Cinctive Capital Management LP
  6. Royce & Associates LP
  7. Bamco Inc. NY
  8. Emerald Mutual Fund Advisers Trust
During the previous year, company insiders that have sold Moelis & Company company stock include:
  1. Eric Cantor (Vice Chairman)
  2. Kenneth Moelis (CEO)
  3. Navid Mahmoodzadegan (Insider)
  4. Jeffrey Raich (Insider)
  5. Elizabeth Crain (COO)
  6. Kenneth Shropshire (Director)
  7. Joseph Simon (CFO)
  8. Osamu R Watanabe (General Counsel)
Learn More investors selling Moelis & Company stock.

Which institutional investors are buying Moelis & Company stock?

During the previous quarter, MC stock was purchased by institutional investors including:
  1. Assenagon Asset Management S.A.
  2. Pier Capital LLC
  3. Jacobs Levy Equity Management Inc.
  4. Natixis Advisors LLC
  5. Healthcare of Ontario Pension Plan Trust Fund
  6. B. Metzler seel. Sohn & Co. Holding AG
  7. Citigroup Inc.
  8. Victory Capital Management Inc.