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): $25,589,858.78

Moelis & Company Insider Trading History Chart

Moelis & Company Share Price & Price History

^$73.81

▲ +2.09 (2.91%)

As of 12/20/2024 06:16 PM ET

Days: 30 | 90 | 365

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Moelis & Company Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
2/22/2022	Elizabeth Crain	COO	Sell	11,757	$47.12	$553,989.84
2/22/2022	Jeffrey Raich	Insider	Sell	33,762	$47.12	$1,590,865.44
2/22/2022	Kenneth Moelis	CEO	Sell	34,370	$47.12	$1,619,514.40
2/22/2022	Osamu R. Watanabe	General Counsel	Sell	6,232	$47.12	$293,651.84

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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
12/19/2024	Principal Financial Group Inc.	333,370	$22.84M	0.0%	-4.7%	0.445%
12/13/2024	Lord Abbett & CO. LLC	974,140	$66.74M	0.2%	-13.0%	1.300%
12/10/2024	DGS Capital Management LLC	2,945	$0.20M	0.1%	N/A	0.004%
11/25/2024	Tidal Investments LLC	18,824	$1.29M	0.0%	N/A	0.025%
11/25/2024	Sanctuary Advisors LLC	12,214	$0.92M	0.0%	+25.3%	0.016%
11/21/2024	SkyView Investment Advisors LLC	14,166	$0.97M	0.2%	+2.2%	0.019%
11/20/2024	Virtu Financial LLC	9,242	$0.63M	0.0%	N/A	0.012%
11/16/2024	Geode Capital Management LLC	1,590,316	$108.97M	0.0%	+0.7%	2.123%
11/15/2024	M&T Bank Corp	31,349	$2.15M	0.0%	-1.7%	0.042%
11/15/2024	Barclays PLC	142,138	$9.74M	0.0%	-46.4%	0.190%
11/15/2024	Public Employees Retirement System of Ohio	28,772	$1.97M	0.0%	-13.3%	0.038%
11/15/2024	MML Investors Services LLC	7,679	$0.53M	0.0%	+13.6%	0.010%
11/15/2024	First National Bank of Omaha	44,345	$3.04M	0.2%	-1.5%	0.059%
11/15/2024	Pier Capital LLC	118,989	$8.15M	1.1%	N/A	0.159%
11/15/2024	Orion Portfolio Solutions LLC	38,037	$2.61M	0.1%	-5.5%	0.051%
11/15/2024	XTX Topco Ltd	13,736	$0.94M	0.1%	-16.9%	0.018%
11/15/2024	Weiss Asset Management LP	15,966	$1.09M	0.0%	N/A	0.021%
11/15/2024	State Street Corp	2,733,951	$187.30M	0.0%	+0.1%	3.649%
11/15/2024	Stifel Financial Corp	241,772	$16.56M	0.0%	+2.0%	0.323%
11/15/2024	Jacobs Levy Equity Management Inc.	101,741	$6.97M	0.0%	N/A	0.136%
11/15/2024	Heard Capital LLC	1,798,360	$123.21M	6.9%	-16.4%	2.400%
11/15/2024	HighTower Advisors LLC	896,235	$61.44M	0.1%	-13.4%	1.196%
11/15/2024	Holocene Advisors LP	26,755	$1.83M	0.0%	N/A	0.036%
11/15/2024	Centiva Capital LP	4,612	$0.32M	0.0%	N/A	0.006%
11/15/2024	Chevy Chase Trust Holdings LLC	55,809	$3.82M	0.0%	+69.9%	0.074%
11/15/2024	Cinctive Capital Management LP	14,967	$1.03M	0.1%	-82.2%	0.020%
11/15/2024	Bamco Inc. NY	527,186	$36.12M	0.1%	-3.8%	0.704%
11/15/2024	Paloma Partners Management Co	4,258	$0.29M	0.0%	N/A	0.006%
11/14/2024	Wasatch Advisors LP	2,848,073	$195.12M	1.0%	-20.5%	3.801%
11/14/2024	Verition Fund Management LLC	11,365	$0.78M	0.0%	N/A	0.015%
11/14/2024	Captrust Financial Advisors	5,458	$0.37M	0.0%	+31.5%	0.007%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	145,203	$9.95M	0.0%	-8.6%	0.194%
11/14/2024	Public Sector Pension Investment Board	149,314	$10.23M	0.1%	-3.6%	0.199%
11/14/2024	MetLife Investment Management LLC	39,773	$2.73M	0.0%	-2.4%	0.053%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	98,000	$6.71M	0.0%	+322.4%	0.131%
11/13/2024	BNP Paribas Financial Markets	42,526	$2.91M	0.0%	+32.3%	0.057%
11/13/2024	Quantbot Technologies LP	6,302	$0.43M	0.0%	-62.5%	0.008%
11/13/2024	FMR LLC	126,127	$8.64M	0.0%	+0.2%	0.168%
11/13/2024	The Manufacturers Life Insurance Company	51,975	$3.56M	0.0%	-4.6%	0.069%
11/13/2024	Qsemble Capital Management LP	3,079	$0.21M	0.0%	N/A	0.004%
11/13/2024	Harvest Fund Management Co. Ltd	1,895	$0.13M	0.0%	N/A	0.003%
11/13/2024	Dynamic Technology Lab Private Ltd	24,870	$1.70M	0.2%	N/A	0.033%
11/13/2024	Fisher Asset Management LLC	62,570	$4.29M	0.0%	+0.4%	0.084%
11/12/2024	Pitcairn Co.	9,430	$0.65M	0.0%	-6.8%	0.013%
11/12/2024	Cerity Partners LLC	13,845	$0.95M	0.0%	+129.8%	0.018%
11/12/2024	Citigroup Inc.	87,213	$5.98M	0.0%	+75.0%	0.116%
11/12/2024	Raymond James Trust N.A.	3,656	$0.25M	0.0%	-11.9%	0.005%
11/12/2024	Charles Schwab Investment Management Inc.	922,920	$63.23M	0.0%	+1.9%	1.232%
11/9/2024	Intech Investment Management LLC	19,398	$1.33M	0.0%	N/A	0.026%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	155,508	$10.65M	0.1%	-4.2%	0.208%
11/8/2024	Hilton Capital Management LLC	23,417	$1.60M	0.1%	N/A	0.031%
11/8/2024	Jennison Associates LLC	88,234	$6.05M	0.0%	-5.7%	0.118%
11/8/2024	PNC Financial Services Group Inc.	18,222	$1.25M	0.0%	+4.2%	0.024%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	50,107	$3.43M	0.0%	N/A	0.067%
11/7/2024	Pathstone Holdings LLC	39,715	$2.72M	0.0%	-15.7%	0.053%
11/7/2024	AMG National Trust Bank	16,280	$1.12M	0.0%	-38.0%	0.022%
11/7/2024	Swiss National Bank	137,400	$9.41M	0.0%	+4.7%	0.183%
11/7/2024	Thrivent Financial for Lutherans	55,256	$3.79M	0.0%	-5.4%	0.074%
11/6/2024	Mutual of America Capital Management LLC	76,311	$5.23M	0.1%	-3.1%	0.102%
11/6/2024	Natixis Advisors LLC	804,860	$55.14M	0.1%	+13.7%	1.074%
11/6/2024	Empowered Funds LLC	30,514	$2.09M	0.0%	+5.9%	0.041%
11/6/2024	Royce & Associates LP	112,488	$7.71M	0.1%	-37.7%	0.150%
11/6/2024	OneDigital Investment Advisors LLC	13,812	$0.95M	0.0%	+1.3%	0.018%
11/6/2024	KBC Group NV	2,068	$0.14M	0.0%	+24.4%	0.003%
11/6/2024	Oppenheimer Asset Management Inc.	42,363	$2.90M	0.0%	-17.4%	0.057%
11/5/2024	Victory Capital Management Inc.	85,202	$5.84M	0.0%	+72.2%	0.114%
11/5/2024	Winslow Asset Management Inc.	175,179	$12M	2.2%	+0.8%	0.234%
11/5/2024	Apollon Wealth Management LLC	8,640	$0.59M	0.0%	-9.0%	0.012%
11/4/2024	Venturi Wealth Management LLC	6,443	$0.44M	0.0%	+52.3%	0.009%
11/4/2024	Los Angeles Capital Management LLC	12,248	$0.84M	0.0%	+35.2%	0.016%
11/4/2024	State of New Jersey Common Pension Fund D	29,349	$2.01M	0.0%	-12.3%	0.039%
11/4/2024	Legacy Capital Wealth Partners LLC	6,781	$0.47M	0.1%	N/A	0.009%
11/1/2024	Atria Investments Inc	25,197	$1.73M	0.0%	+4.6%	0.034%
11/1/2024	Verdence Capital Advisors LLC	33,676	$2.31M	0.2%	-9.2%	0.045%
11/1/2024	SpiderRock Advisors LLC	54,071	$3.70M	0.1%	-5.9%	0.072%
10/31/2024	Principal Financial Group Inc.	333,370	$22.84M	0.0%	-4.7%	0.446%
10/30/2024	Capital Management Corp VA	180,459	$12.36M	2.2%	-3.5%	0.241%
10/30/2024	Amalgamated Bank	20,628	$1.41M	0.0%	-3.5%	0.028%
10/29/2024	Emerald Advisers LLC	440,330	$30.17M	1.2%	+1.3%	0.589%
10/29/2024	Harbor Capital Advisors Inc.	20,985	$1.44M	0.1%	+15.6%	0.028%
10/29/2024	Janney Montgomery Scott LLC	36,005	$2.47M	0.0%	-5.6%	0.048%
10/29/2024	Emerald Mutual Fund Advisers Trust	360,871	$24.72M	1.3%	-5.2%	0.483%
10/28/2024	Reston Wealth Management LLC	387	$26K	0.0%	N/A	0.001%
10/28/2024	O ROURKE & COMPANY Inc	6,489	$0.45M	0.2%	+4.7%	0.009%
10/28/2024	US Bancorp DE	10,722	$0.74M	0.0%	+26.6%	0.014%
10/25/2024	Diversify Wealth Management LLC	29,756	$2.03M	0.2%	+11.5%	0.040%
10/25/2024	New York State Teachers Retirement System	17,200	$1.18M	0.0%	-1.7%	0.023%
10/25/2024	Trajan Wealth LLC	3,478	$0.24M	0.0%	-5.9%	0.005%
10/25/2024	Diversify Advisory Services LLC	37,355	$2.63M	0.1%	-21.4%	0.050%
10/24/2024	Nisa Investment Advisors LLC	4,043	$0.28M	0.0%	+108.1%	0.005%
10/24/2024	Tributary Capital Management LLC	434,716	$29.78M	2.3%	-0.4%	0.581%
10/24/2024	State of Alaska Department of Revenue	40,153	$2.75M	0.0%	-2.8%	0.054%
10/24/2024	Wealth Enhancement Advisory Services LLC	143,741	$9.85M	0.0%	+6.2%	0.192%
10/23/2024	Louisiana State Employees Retirement System	34,000	$2.33M	0.0%	-4.0%	0.045%
10/23/2024	Mount Yale Investment Advisors LLC	2,707	$0.19M	0.0%	N/A	0.004%
10/23/2024	Assenagon Asset Management S.A.	715,472	$49.02M	0.1%	N/A	0.957%
10/23/2024	Hennion & Walsh Asset Management Inc.	27,255	$1.87M	0.1%	-8.8%	0.036%
10/22/2024	Private Advisor Group LLC	6,594	$0.45M	0.0%	+30.6%	0.009%
10/21/2024	Whittier Trust Co. of Nevada Inc.	1,099	$75K	0.0%	N/A	0.001%
10/21/2024	Everence Capital Management Inc.	9,440	$0.65M	0.0%	+22.8%	0.013%

Data available starting January 2016

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.

Today's Range

Now: $73.81

$70.66

$74.09

50 Day Range

MA: $73.07

$65.74

$80.50

52 Week Range

Now: $73.81

$46.24

$81.60

Volume

1,253,101 shs

Average Volume

631,488 shs

Market Capitalization

$5.53 billion

P/E Ratio

139.26

Dividend Yield

3.23%

Beta

1.37

Who are the company insiders with the largest holdings of Moelis & Company?: Moelis & Company's top insider investors include:
Eric Cantor (Vice Chairman)
Kenneth Moelis (CEO)
Navid Mahmoodzadegan (Insider)
Jeffrey Raich (Insider)
Elizabeth Crain (COO)
Kenneth Shropshire (Director)
Joseph Simon (CFO)
Osamu R Watanabe (General Counsel)
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:
Wasatch Advisors LP — 3.80%
State Street Corp — 3.65%
Heard Capital LLC — 2.40%
Geode Capital Management LLC — 2.12%
Lord Abbett & CO. LLC — 1.30%
Charles Schwab Investment Management Inc. — 1.23%
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:
Wasatch Advisors LP
Heard Capital LLC
Lord Abbett & CO. LLC
HighTower Advisors LLC
Barclays PLC
Cinctive Capital Management LP
Royce & Associates LP
Bamco Inc. NY
During the previous year, company insiders that have sold Moelis & Company company stock include:
Eric Cantor (Vice Chairman)
Kenneth Moelis (CEO)
Navid Mahmoodzadegan (Insider)
Jeffrey Raich (Insider)
Elizabeth Crain (COO)
Kenneth Shropshire (Director)
Joseph Simon (CFO)
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:
Assenagon Asset Management S.A.
Pier Capital LLC
Jacobs Levy Equity Management Inc.
Natixis Advisors LLC
Healthcare of Ontario Pension Plan Trust Fund
B. Metzler seel. Sohn & Co. Holding AG
Citigroup Inc.
Victory Capital Management Inc.