MC Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 6.40%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $7,136,651.41

Moelis & Company Insider Trading History Chart

Moelis & Company Share Price & Price History

^$57.88

▼ -1.778 (-2.98%)

As of 03/28/2025 04:59 PM ET

Days: 30 | 90 | 365

Moelis & Company Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/21/2025	Kenneth Shropshire	Director	Sell	2,551	$72.30	$184,437.30	6,940
2/19/2025	Christopher Callesano	Insider	Sell	1,282	$74.00	$94,868.00	1,227
2/19/2025	Katherine Pilcher Ciafone	COO	Sell	3,515	$74.00	$260,110.00	3,934
2/19/2025	Kenneth Moelis	CEO	Sell	9,712	$74.00	$718,688.00	209,235
2/19/2025	Osamu R. Watanabe	General Counsel	Sell	5,661	$74.00	$418,914.00	6,471
7/31/2024	Kenneth Shropshire	Director	Sell	495	$69.29	$34,298.55	9,372
7/30/2024	Kenneth Moelis	CEO	Sell	5,308	$68.87	$365,561.96	86
7/25/2024	Joseph Simon	CFO	Sell	6,723	$64.00	$430,272.00
5/13/2024	Navid Mahmoodzadegan	Insider	Sell	44,980	$54.92	$2,470,301.60
5/9/2024	Kenneth Moelis	CEO	Sell	40,000	$53.98	$2,159,200.00	42,441
2/29/2024	Joseph Simon	CFO	Sell	8,573	$54.13	$464,056.49
2/29/2024	Kenneth Moelis	CEO	Sell	75,000	$54.11	$4,058,250.00	86,441
2/29/2024	Navid Mahmoodzadegan	Insider	Sell	50,772	$54.11	$2,747,272.92	64,463
2/23/2024	Kenneth Moelis	CEO	Sell	400	$55.00	$22,000.00	161,441
2/23/2024	Osamu R. Watanabe	General Counsel	Sell	5,869	$54.38	$319,156.22	131
2/22/2024	Navid Mahmoodzadegan	Insider	Sell	10,402	$54.92	$571,277.84	115,235
2/21/2024	Katherine Pilcher Ciafone	COO	Sell	4,798	$52.60	$252,374.80	3,666
2/21/2024	Eric Cantor	Vice Chairman	Sell	17,857	$52.60	$939,278.20	195,863
2/21/2024	Joseph Simon	CFO	Sell	8,149	$52.60	$428,637.40	8,573
2/21/2024	Kenneth Moelis	CEO	Sell	128,277	$52.60	$6,747,370.20	161,810
2/21/2024	Osamu R. Watanabe	General Counsel	Sell	7,685	$52.60	$404,231.00	6,000
2/20/2024	Navid Mahmoodzadegan	Insider	Sell	25,642	$55.29	$1,417,746.18	54,217
2/16/2024	Navid Mahmoodzadegan	Insider	Sell	20,001	$55.82	$1,116,455.82	79,859
2/9/2024	Joseph Simon	CFO	Sell	10,720	$54.70	$586,384.00
2/8/2024	Christopher Callesano	Insider	Sell	1,040	$53.59	$55,733.60
11/13/2023	Kenneth Moelis	CEO	Sell	19,675	$41.66	$819,660.50	5,308
11/9/2023	Kenneth Moelis	CEO	Sell	23,388	$42.20	$986,973.60	74,983
8/10/2023	Kenneth Shropshire	Director	Sell	1,417	$48.09	$68,143.53	7,157
8/2/2023	Elizabeth Crain	COO	Sell	5,588	$48.06	$268,559.28
7/31/2023	Elizabeth Crain	COO	Sell	5,588	$48.10	$268,782.80	5,588
3/3/2023	Navid Mahmoodzadegan	Insider	Sell	23,323	$43.05	$1,004,055.15	99,860
2/28/2023	Navid Mahmoodzadegan	Insider	Sell	52,209	$43.22	$2,256,472.98	177,192
2/27/2023	Osamu R. Watanabe	General Counsel	Sell	6,130	$42.99	$263,528.70	131
2/22/2023	Elizabeth Crain	COO	Sell	10,419	$42.06	$438,223.14	11,176
2/22/2023	Jeffrey Raich	Insider	Sell	36,592	$42.06	$1,539,059.52	44,710
2/22/2023	Kenneth Moelis	CEO	Sell	45,507	$42.06	$1,914,024.42	98,291
2/22/2023	Osamu R. Watanabe	General Counsel	Sell	5,716	$42.06	$240,414.96	6,261
2/13/2023	Christopher Callesano	insider	Sell	1,155	$46.92	$54,192.60
2/9/2023	Jeffrey Raich	Insider	Sell	42,637	$45.30	$1,931,456.10	55,257
1/30/2023	Kenneth Moelis	CEO	Sell	60,093	$46.12	$2,771,489.16	44,676
1/27/2023	Kenneth Moelis	CEO	Sell	73,976	$46.18	$3,416,211.68	104,769
1/23/2023	Kenneth Moelis	CEO	Sell	12,310	$46.03	$566,629.30	181,113
11/16/2022	Kenneth Moelis	CEO	Sell	10,253	$45.55	$467,024.15	193,423
11/14/2022	Joseph Simon	CFO	Sell	12,370	$45.98	$568,772.60
11/14/2022	Kenneth Moelis	CEO	Sell	82,921	$46.01	$3,815,195.21	49,827
5/31/2022	Elizabeth Crain	COO	Sell	7,000	$47.08	$329,560.00
5/25/2022	Elizabeth Crain	COO	Sell	7,116	$44.61	$317,444.76	7,000

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

Moelis & Company Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/18/2025	California State Teachers Retirement System	65,827	$4.86M	0.0%	-1.1%	0.088%
3/17/2025	Wealth Enhancement Advisory Services LLC	154,342	$11.40M	0.0%	+7.4%	0.206%
2/27/2025	Jefferies Financial Group Inc.	14,039	$1.04M	0.0%	N/A	0.019%
2/20/2025	Mackenzie Financial Corp	19,960	$1.48M	0.0%	+62.8%	0.027%
2/19/2025	Public Employees Retirement System of Ohio	1,006	$74K	0.0%	-96.5%	0.001%
2/18/2025	Palisades Investment Partners LLC	76,526	$5.65M	2.4%	+9.3%	0.102%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	175,795	$12.99M	0.0%	+21.1%	0.235%
2/17/2025	Vident Advisory LLC	3,099	$0.23M	0.0%	-5.8%	0.004%
2/17/2025	Two Sigma Advisers LP	39,600	$2.93M	0.0%	+63.6%	0.053%
2/17/2025	Tidal Investments LLC	26,671	$1.97M	0.0%	+41.7%	0.036%
2/17/2025	State of Wyoming	10,437	$0.77M	0.1%	+526.1%	0.014%
2/17/2025	Royal Bank of Canada	441,970	$32.65M	0.0%	-32.7%	0.590%
2/17/2025	Prana Capital Management LP	48,201	$3.56M	0.2%	N/A	0.064%
2/17/2025	ProShare Advisors LLC	21,298	$1.57M	0.0%	+44.5%	0.028%
2/17/2025	Quantinno Capital Management LP	2,793	$0.21M	0.0%	N/A	0.004%
2/17/2025	Man Group plc	56,959	$4.21M	0.0%	+99.0%	0.076%
2/17/2025	Nuveen Asset Management LLC	177,507	$13.11M	0.0%	-0.6%	0.237%
2/17/2025	Millennium Management LLC	113,187	$8.36M	0.0%	-52.6%	0.151%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	40,241	$2.97M	0.0%	+4.1%	0.054%
2/17/2025	London Co. of Virginia	3,668,831	$271.05M	1.5%	-0.7%	4.897%
2/17/2025	Jacobs Levy Equity Management Inc.	118,223	$8.73M	0.0%	+16.2%	0.158%
2/17/2025	Jefferies Financial Group Inc.	14,039	$1.04M	0.0%	N/A	0.019%
2/17/2025	Fred Alger Management LLC	221,927	$16.40M	0.1%	N/A	0.296%
2/17/2025	D. E. Shaw & Co. Inc.	75,886	$5.61M	0.0%	+31.6%	0.101%
2/17/2025	Deutsche Bank AG	255,444	$18.87M	0.0%	+38.0%	0.341%
2/17/2025	Cetera Investment Advisers	6,290	$0.47M	0.0%	+9.5%	0.008%
2/17/2025	Captrust Financial Advisors	7,966	$0.59M	0.0%	+46.0%	0.011%
2/17/2025	Balyasny Asset Management L.P.	723,384	$53.44M	0.1%	+215.5%	0.966%
2/17/2025	Bank of America Corp DE	616,604	$45.56M	0.0%	+14.3%	0.823%
2/17/2025	BNP Paribas Financial Markets	22,942	$1.70M	0.0%	-46.1%	0.031%
2/17/2025	Ameriprise Financial Inc.	2,165,231	$159.97M	0.0%	-3.5%	2.890%
2/17/2025	Algert Global LLC	91,610	$6.77M	0.2%	N/A	0.122%
2/14/2025	Mercer Global Advisors Inc. ADV	4,530	$0.34M	0.0%	N/A	0.006%
2/14/2025	Comerica Bank	48,417	$3.58M	0.0%	+0.7%	0.065%
2/14/2025	Schonfeld Strategic Advisors LLC	25,414	$1.88M	0.0%	N/A	0.034%
2/14/2025	Emerald Mutual Fund Advisers Trust	301,224	$22.25M	1.4%	-16.5%	0.402%
2/14/2025	Northern Trust Corp	860,125	$63.55M	0.0%	+4.5%	1.148%
2/14/2025	The Manufacturers Life Insurance Company	51,681	$3.82M	0.0%	-0.6%	0.069%
2/14/2025	Tudor Investment Corp ET AL	117,952	$8.71M	0.0%	N/A	0.157%
2/14/2025	Aquatic Capital Management LLC	21,661	$1.60M	0.0%	-5.0%	0.029%
2/14/2025	Susquehanna Fundamental Investments LLC	8,969	$0.66M	0.0%	N/A	0.012%
2/14/2025	Nebula Research & Development LLC	11,799	$0.87M	0.1%	N/A	0.016%
2/14/2025	Lord Abbett & CO. LLC	894,212	$66.06M	0.2%	-8.2%	1.194%
2/14/2025	Voya Investment Management LLC	323,953	$23.93M	0.0%	+1.0%	0.432%
2/14/2025	Integrated Wealth Concepts LLC	4,367	$0.32M	0.0%	-3.8%	0.006%
2/14/2025	Price T Rowe Associates Inc. MD	42,628	$3.15M	0.0%	+2.1%	0.057%
2/14/2025	Dark Forest Capital Management LP	6,871	$0.51M	0.1%	N/A	0.009%
2/14/2025	Hsbc Holdings PLC	134,884	$10.06M	0.0%	-10.4%	0.180%
2/14/2025	Stifel Financial Corp	193,422	$14.29M	0.0%	-20.0%	0.258%
2/14/2025	State of Tennessee Department of Treasury	15,765	$1.17M	0.0%	-18.3%	0.021%
2/14/2025	Tower Research Capital LLC TRC	4,015	$0.30M	0.0%	+117.6%	0.005%
2/14/2025	Trajan Wealth LLC	3,132	$0.23M	0.0%	-9.9%	0.004%
2/14/2025	Kayne Anderson Rudnick Investment Management LLC	7,097,345	$524.35M	1.2%	-1.9%	9.473%
2/14/2025	MetLife Investment Management LLC	42,623	$3.15M	0.0%	+7.2%	0.057%
2/14/2025	Capital Research Global Investors	280,460	$20.72M	0.0%	N/A	0.374%
2/14/2025	Dimensional Fund Advisors LP	707,226	$52.25M	0.0%	-3.3%	0.944%
2/14/2025	Cramer Rosenthal Mcglynn LLC	260,045	$19.21M	1.1%	-14.2%	0.347%
2/13/2025	CANADA LIFE ASSURANCE Co	81,534	$6.02M	0.0%	+2.8%	0.109%
2/13/2025	Canada Pension Plan Investment Board	19,500	$1.44M	0.0%	N/A	0.026%
2/13/2025	Wasatch Advisors LP	2,632,536	$194.49M	1.0%	-7.6%	3.514%
2/13/2025	Gabelli Funds LLC	20,650	$1.53M	0.0%	-14.1%	0.028%
2/13/2025	Jump Financial LLC	30,822	$2.28M	0.0%	N/A	0.041%
2/13/2025	Walleye Capital LLC	35,343	$2.61M	0.0%	+4,112.5%	0.047%
2/13/2025	XTX Topco Ltd	3,834	$0.28M	0.0%	-72.1%	0.005%
2/13/2025	Barclays PLC	143,951	$10.64M	0.0%	+1.3%	0.192%
2/13/2025	O ROURKE & COMPANY Inc	6,812	$0.50M	0.2%	+5.0%	0.009%
2/13/2025	Summit Investment Advisors Inc.	7,394	$0.55M	0.5%	+3.3%	0.010%
2/13/2025	Townsquare Capital LLC	19,521	$1.44M	0.0%	-17.3%	0.026%
2/13/2025	Petros Family Wealth LLC	3,830	$0.28M	0.3%	N/A	0.005%
2/13/2025	Timucuan Asset Management Inc. FL	1,998,515	$147.65M	4.5%	-22.6%	2.668%
2/13/2025	Argent Trust Co	9,589	$0.71M	0.0%	+29.2%	0.013%
2/13/2025	Raymond James Financial Inc.	377,028	$27.86M	0.0%	N/A	0.503%
2/13/2025	Renaissance Technologies LLC	146,444	$10.82M	0.0%	+75.1%	0.195%
2/13/2025	Shelton Capital Management	2,747	$0.20M	0.0%	-8.5%	0.004%
2/13/2025	Legal & General Group Plc	196,197	$14.50M	0.0%	-2.7%	0.262%
2/13/2025	Invesco Ltd.	345,245	$25.51M	0.0%	+22.6%	0.461%
2/13/2025	Bank of Montreal Can	8,752	$0.65M	0.0%	+13.9%	0.012%
2/13/2025	Cerity Partners LLC	13,562	$0.96M	0.0%	-2.0%	0.018%
2/13/2025	Russell Investments Group Ltd.	17,311	$1.28M	0.0%	-7.1%	0.023%
2/13/2025	Envestnet Asset Management Inc.	352,868	$26.07M	0.0%	-0.5%	0.471%
2/13/2025	Wells Fargo & Company MN	960,478	$70.96M	0.0%	-10.2%	1.282%
2/13/2025	Integrated Quantitative Investments LLC	14,500	$1.07M	0.5%	N/A	0.019%
2/12/2025	Pitcairn Co.	9,687	$0.72M	0.0%	+2.7%	0.013%
2/12/2025	ExodusPoint Capital Management LP	5,696	$0.42M	0.0%	-93.4%	0.008%
2/12/2025	Cinctive Capital Management LP	60,457	$4.47M	0.2%	+303.9%	0.081%
2/12/2025	Trexquant Investment LP	62,475	$4.62M	0.1%	N/A	0.083%
2/12/2025	Headlands Technologies LLC	419	$31K	0.0%	N/A	0.001%
2/12/2025	Geode Capital Management LLC	1,585,802	$117.19M	0.0%	-0.3%	2.117%
2/12/2025	Franklin Resources Inc.	6,872	$0.51M	0.0%	+75.6%	0.009%
2/12/2025	B. Metzler seel. Sohn & Co. AG	41,528	$3.07M	0.0%	-17.1%	0.055%
2/12/2025	Alliancebernstein L.P.	86,005	$6.35M	0.0%	+0.6%	0.115%
2/12/2025	Axiom Investors LLC DE	283,193	$20.92M	0.2%	+52.3%	0.378%
2/12/2025	O Shaughnessy Asset Management LLC	17,702	$1.31M	0.0%	+7.8%	0.024%
2/12/2025	CIBC Private Wealth Group LLC	398	$30K	0.0%	+52.5%	0.001%
2/12/2025	Arrowstreet Capital Limited Partnership	66,777	$4.93M	0.0%	N/A	0.089%
2/12/2025	Orion Portfolio Solutions LLC	35,570	$2.63M	0.0%	-6.5%	0.047%
2/12/2025	Pictet Asset Management Holding SA	9,903	$0.73M	0.0%	-1.9%	0.013%
2/12/2025	Norges Bank	712,101	$52.61M	0.0%	N/A	0.950%
2/12/2025	JPMorgan Chase & Co.	1,152,899	$85.18M	0.0%	-4.4%	1.539%
2/12/2025	Artisan Partners Limited Partnership	429,338	$31.72M	0.0%	-15.3%	0.573%

Data available starting January 2016

See Full Table

Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.

Today's Range

Now: $57.88

$57.34

$60.36

50 Day Range

MA: $70.16

$57.88

$81.24

52 Week Range

Now: $57.88

$46.24

$82.89

Volume

705,590 shs

Average Volume

695,172 shs

Market Capitalization

$4.34 billion

P/E Ratio

32.89

Dividend Yield

4.13%

Beta

1.43

Who are the company insiders with the largest holdings of Moelis & Company?: Moelis & Company's top insider investors include:
Kenneth Moelis (CEO)
Eric Cantor (Vice Chairman)
Navid Mahmoodzadegan (Insider)
Kenneth Shropshire (Director)
Joseph Simon (CFO)
Osamu R Watanabe (General Counsel)
Elizabeth Crain (COO)
Ciafone Katherine Pilcher (COO)
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:
Vanguard Group Inc. — 10.87%
Kayne Anderson Rudnick Investment Management LLC — 9.47%
London Co. of Virginia — 4.90%
Wasatch Advisors LP — 3.51%
Ameriprise Financial Inc. — 2.89%
Timucuan Asset Management Inc. FL — 2.67%
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:
Timucuan Asset Management Inc. FL
Wasatch Advisors LP
Royal Bank of Canada
Natixis Advisors LLC
Kayne Anderson Rudnick Investment Management LLC
Millennium Management LLC
Wells Fargo & Company MN
ExodusPoint Capital Management LP
During the previous year, company insiders that have sold Moelis & Company company stock include:
Kenneth Moelis (CEO)
Eric Cantor (Vice Chairman)
Navid Mahmoodzadegan (Insider)
Kenneth Shropshire (Director)
Joseph Simon (CFO)
Osamu R Watanabe (General Counsel)
Elizabeth Crain (COO)
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:
Madison Investment Advisors LLC
Norges Bank
Balyasny Asset Management L.P.
Raymond James Financial Inc.
Raymond James Financial Inc.
Capital Research Global Investors
Fred Alger Management LLC
Fisher Asset Management LLC