MC Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.40%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $27,396,492.88

Moelis & Company Insider Trading History Chart

Moelis & Company Share Price & Price History

^$70.17

▲ +1.24 (1.80%)

As of 09/19/2024 01:59 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
10/28/2021	Kenneth Shropshire	Director	Sell	2,142	$71.71	$153,602.82

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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
9/5/2024	Sanctuary Advisors LLC	9,751	$0.55M	0.0%	N/A	0.013%
8/21/2024	Truist Financial Corp	5,760	$0.33M	0.0%	-3.4%	0.008%
8/16/2024	Creative Planning	5,872	$0.33M	0.0%	-5.7%	0.008%
8/16/2024	Algert Global LLC	6,711	$0.38M	0.0%	N/A	0.009%
8/16/2024	SkyView Investment Advisors LLC	13,866	$0.79M	0.1%	+1.4%	0.019%
8/15/2024	The Manufacturers Life Insurance Company	54,462	$3.10M	0.0%	+12.3%	0.073%
8/14/2024	Strata Wealth Advisors LLC	29,428	$1.67M	0.6%	-2.4%	0.039%
8/14/2024	Xponance Inc.	4,501	$0.26M	0.0%	+10.5%	0.006%
8/14/2024	Bank of Montreal Can	7,181	$0.41M	0.0%	+2.7%	0.010%
8/14/2024	Public Sector Pension Investment Board	154,814	$8.80M	0.1%	+13.3%	0.207%
8/14/2024	ProShare Advisors LLC	10,359	$0.59M	0.0%	-23.1%	0.014%
8/13/2024	Kayne Anderson Rudnick Investment Management LLC	7,190,221	$408.84M	1.0%	+0.7%	9.614%
8/13/2024	Westwood Holdings Group Inc.	585,475	$33.29M	0.2%	-47.2%	0.783%
8/13/2024	Thrivent Financial for Lutherans	58,405	$3.32M	0.0%	+1.0%	0.078%
8/13/2024	Sei Investments Co.	305,871	$17.39M	0.0%	+18.2%	0.409%
8/13/2024	Benjamin F. Edwards & Company Inc.	1,465	$83K	0.0%	+75.2%	0.002%
8/12/2024	XTX Topco Ltd	16,524	$0.94M	0.1%	+274.4%	0.022%
8/12/2024	First Eagle Investment Management LLC	124,951	$7.11M	0.0%	+18.3%	0.167%
8/12/2024	Hsbc Holdings PLC	246,655	$14.11M	0.0%	+40.7%	0.330%
8/12/2024	Vanguard Personalized Indexing Management LLC	6,390	$0.36M	0.0%	+3.1%	0.009%
8/12/2024	Amalgamated Bank	21,373	$1.22M	0.0%	+2.6%	0.029%
8/12/2024	Argent Trust Co	7,145	$0.41M	0.0%	+8.7%	0.010%
8/10/2024	Mutual of America Capital Management LLC	78,768	$4.48M	0.0%	-0.6%	0.105%
8/9/2024	Edgestream Partners L.P.	8,428	$0.48M	0.0%	-33.4%	0.011%
8/9/2024	Dimensional Fund Advisors LP	792,670	$45.07M	0.0%	-22.0%	1.060%
8/8/2024	Envestnet Asset Management Inc.	293,529	$16.69M	0.0%	+27.0%	0.392%
8/8/2024	Oppenheimer Asset Management Inc.	51,275	$2.92M	0.0%	+49.4%	0.069%
8/8/2024	American Century Companies Inc.	15,448	$0.88M	0.0%	-43.6%	0.021%
8/8/2024	State of New Jersey Common Pension Fund D	33,451	$1.90M	0.0%	-36.2%	0.045%
8/7/2024	Headlands Technologies LLC	1,992	$0.11M	0.0%	N/A	0.003%
8/7/2024	Texas Permanent School Fund Corp	49,896	$2.84M	0.0%	-14.5%	0.067%
8/7/2024	Choreo LLC	4,525	$0.26M	0.0%	N/A	0.006%
8/7/2024	Wedbush Securities Inc.	3,623	$0.21M	0.0%	-5.6%	0.005%
8/6/2024	Emerald Advisers LLC	434,486	$24.71M	1.0%	-4.0%	0.581%
8/6/2024	Los Angeles Capital Management LLC	9,058	$0.52M	0.0%	N/A	0.012%
8/5/2024	Arizona State Retirement System	18,666	$1.06M	0.0%	+1.9%	0.025%
8/5/2024	Victory Capital Management Inc.	49,489	$2.81M	0.0%	-36.8%	0.066%
8/2/2024	Oregon Public Employees Retirement Fund	17,049	$0.97M	0.0%	-4.6%	0.023%
8/1/2024	Rhumbline Advisers	201,473	$11.46M	0.0%	+1.8%	0.269%
8/1/2024	Natixis Advisors LLC	708,140	$40.27M	0.1%	+179.2%	0.947%
7/31/2024	nVerses Capital LLC	3,000	$0.17M	0.1%	+100.0%	0.004%
7/30/2024	Maryland State Retirement & Pension System	24,530	$1.40M	0.0%	+2.1%	0.033%
7/30/2024	Heritage Family Offices LLP	4,270	$0.24M	0.1%	N/A	0.006%
7/29/2024	Principal Financial Group Inc.	349,692	$19.88M	0.0%	+0.8%	0.468%
7/29/2024	UMB Bank n.a.	497	$28K	0.0%	+63.5%	0.001%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	15,495	$0.88M	0.0%	+15.6%	0.021%
7/27/2024	Trajan Wealth LLC	3,698	$0.21M	0.0%	-6.4%	0.005%
7/26/2024	Verdence Capital Advisors LLC	37,083	$2.11M	0.2%	+14.0%	0.050%
7/26/2024	Bank of New York Mellon Corp	755,541	$42.96M	0.0%	+4.1%	1.010%
7/26/2024	EFG Asset Management North America Corp.	26,979	$1.53M	0.3%	N/A	0.036%
7/25/2024	Tributary Capital Management LLC	436,542	$24.82M	2.1%	+0.3%	0.584%
7/24/2024	Louisiana State Employees Retirement System	35,400	$2.01M	0.0%	+7.3%	0.047%
7/24/2024	&PARTNERS	9,109	$0.52M	0.0%	N/A	0.012%
7/22/2024	Chevy Chase Trust Holdings LLC	32,846	$1.87M	0.0%	-4.5%	0.044%
7/20/2024	Nisa Investment Advisors LLC	1,943	$0.11M	0.0%	-74.2%	0.003%
7/20/2024	Hennion & Walsh Asset Management Inc.	29,874	$1.70M	0.1%	-5.8%	0.040%
7/19/2024	Raymond James & Associates	370,866	$21.09M	0.0%	+2.0%	0.496%
7/18/2024	Naples Global Advisors LLC	10,171	$0.58M	0.1%	+3.3%	0.014%
7/17/2024	Salvus Wealth Management LLC	60,450	$3.44M	2.4%	-2.0%	0.081%
7/16/2024	Wealth Enhancement Advisory Services LLC	135,399	$7.70M	0.0%	+51.8%	0.181%
7/13/2024	Blue Zone Wealth Advisors LLC	58,054	$3.30M	1.1%	+2.6%	0.078%
7/12/2024	Curated Wealth Partners LLC	8,987	$0.51M	0.1%	-197.3%	0.012%
7/12/2024	Diversify Advisory Services LLC	47,551	$2.77M	0.2%	-26.4%	0.064%
7/12/2024	SG Americas Securities LLC	6,007	$0.34M	0.0%	+42.9%	0.008%
7/11/2024	Juncture Wealth Strategies LLC	4,400	$0.25M	0.1%	-30.2%	0.006%
5/17/2024	Comerica Bank	49,346	$2.80M	0.0%	-5.8%	0.066%
5/17/2024	SkyView Investment Advisors LLC	13,678	$0.78M	0.1%	N/A	0.018%
5/16/2024	California State Teachers Retirement System	66,672	$3.79M	0.0%	-5.2%	0.089%
5/16/2024	B. Riley Wealth Advisors Inc.	4,513	$0.26M	0.0%	N/A	0.006%
5/16/2024	Grandeur Peak Global Advisors LLC	91,914	$5.22M	0.4%	-25.8%	0.123%
5/16/2024	Jacobs Levy Equity Management Inc.	7,558	$0.43M	0.0%	-81.0%	0.010%
5/15/2024	Public Employees Retirement System of Ohio	63,917	$3.63M	0.0%	-10.6%	0.085%
5/15/2024	Price T Rowe Associates Inc. MD	35,766	$2.03M	0.0%	+7.3%	0.048%
5/15/2024	Quadrature Capital Ltd	22,798	$1.29M	0.0%	-26.0%	0.030%
5/15/2024	Envoi LLC	4,115	$0.23M	0.6%	N/A	0.006%
5/14/2024	Westwood Holdings Group Inc.	1,109,652	$63M	0.5%	-1.1%	1.484%
5/14/2024	Advisors Asset Management Inc.	3,621	$0.21M	0.0%	-22.6%	0.005%
5/14/2024	Natixis	6,300	$0.36M	0.0%	-59.6%	0.008%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	33,100	$1.88M	0.0%	N/A	0.044%
5/14/2024	CANADA LIFE ASSURANCE Co	58,850	$3.34M	0.0%	+4.7%	0.079%
5/14/2024	American International Group Inc.	36,040	$2.05M	0.0%	-0.9%	0.048%
5/13/2024	UniSuper Management Pty Ltd	14,103	$0.80M	0.0%	N/A	0.019%
5/13/2024	O Shaughnessy Asset Management LLC	11,067	$0.63M	0.0%	+7.7%	0.015%
5/13/2024	Ameritas Investment Partners Inc.	6,667	$0.38M	0.0%	-3.7%	0.009%
5/11/2024	Edgestream Partners L.P.	12,660	$0.72M	0.0%	N/A	0.017%
5/10/2024	Capital Management Corp VA	190,330	$10.81M	2.1%	-12.9%	0.254%
5/10/2024	Vanguard Group Inc.	7,769,940	$441.10M	0.0%	0.0%	10.389%
5/10/2024	Jupiter Asset Management Ltd.	63,440	$3.60M	0.0%	N/A	0.085%
5/9/2024	Orion Portfolio Solutions LLC	43,860	$2.49M	0.0%	-4.3%	0.059%
5/9/2024	Lord Abbett & CO. LLC	1,118,245	$63.48M	0.2%	+5.2%	1.495%
5/9/2024	First Eagle Investment Management LLC	105,651	$6M	0.0%	+8.9%	0.141%
5/9/2024	State Board of Administration of Florida Retirement System	14,043	$0.80M	0.0%	-26.4%	0.019%
5/8/2024	Entropy Technologies LP	5,492	$0.31M	0.0%	+7.8%	0.007%
5/8/2024	ProShare Advisors LLC	13,469	$0.77M	0.0%	+7.4%	0.018%
5/8/2024	US Bancorp DE	10,676	$0.61M	0.0%	-4.9%	0.014%
5/8/2024	Russell Investments Group Ltd.	17,964	$1.02M	0.0%	-35.2%	0.024%
5/7/2024	Sei Investments Co.	258,695	$14.69M	0.0%	+25.0%	0.346%
5/7/2024	Swiss National Bank	131,600	$7.47M	0.0%	+0.3%	0.176%
5/7/2024	Illinois Municipal Retirement Fund	39,327	$2.23M	0.0%	+8.9%	0.053%
5/7/2024	Oppenheimer Asset Management Inc.	34,310	$1.95M	0.0%	-26.0%	0.046%

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: $70.17

$69.68

$70.75

50 Day Range

MA: $64.73

$59.58

$69.25

52 Week Range

Now: $70.17

$38.58

$70.75

Volume

275,016 shs

Average Volume

618,620 shs

Market Capitalization

$5.25 billion

P/E Ratio

N/A

Dividend Yield

3.74%

Beta

1.33

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:
Kayne Anderson Rudnick Investment Management LLC — 9.61%
Dimensional Fund Advisors LP — 1.06%
Bank of New York Mellon Corp — 1.01%
Natixis Advisors LLC — 0.95%
Westwood Holdings Group Inc. — 0.78%
Tributary Capital Management LLC — 0.58%
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:
Westwood Holdings Group Inc.
Dimensional Fund Advisors LP
Victory Capital Management Inc.
State of New Jersey Common Pension Fund D
Emerald Advisers LLC
Diversify Advisory Services LLC
American Century Companies Inc.
Texas Permanent School Fund Corp
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:
Natixis Advisors LLC
Hsbc Holdings PLC
Envestnet Asset Management Inc.
Kayne Anderson Rudnick Investment Management LLC
Sei Investments Co.
Wealth Enhancement Advisory Services LLC
Bank of New York Mellon Corp
EFG Asset Management North America Corp.