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MC Insider Trading

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

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: $66.74
Price Change: ▲ Price Increase of +1 (1.52%)
As of 11/5/2024 02:52 PM 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
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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
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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

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
11/5/2024Winslow 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
10/8/2024Blue Zone Wealth Advisors LLC58,791$4.03M1.3%+1.3%0.079%Search for SEC Filing on Google Icon
10/8/2024Callan Family Office LLC3,049$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/7/2024Salvus Wealth Management LLC47,627$3.26M2.0%-21.2%0.064%Search for SEC Filing on Google Icon
10/7/2024Fulton Bank N.A.3,016$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/7/2024GAMMA Investing LLC995$68K0.0%+115.8%0.001%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC4,964$0.34M0.0%-17.4%0.007%Search for SEC Filing on Google Icon
9/20/2024Healthcare of Ontario Pension Plan Trust Fund23,200$1.32M0.0%-29.9%0.031%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC9,751$0.55M0.0%N/A0.013%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp5,760$0.33M0.0%-3.4%0.008%Search for SEC Filing on Google Icon
8/16/2024Creative Planning5,872$0.33M0.0%-5.7%0.008%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC6,711$0.38M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/16/2024SkyView Investment Advisors LLC13,866$0.79M0.1%+1.4%0.019%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company54,462$3.10M0.0%+12.3%0.073%Search for SEC Filing on Google Icon
8/14/2024Strata Wealth Advisors LLC29,428$1.67M0.6%-2.4%0.039%Search for SEC Filing on Google Icon
8/14/2024Xponance Inc.4,501$0.26M0.0%+10.5%0.006%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can7,181$0.41M0.0%+2.7%0.010%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board154,814$8.80M0.1%+13.3%0.207%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC10,359$0.59M0.0%-23.1%0.014%Search for SEC Filing on Google Icon
8/13/2024Kayne Anderson Rudnick Investment Management LLC7,190,221$408.84M1.0%+0.7%9.614%Search for SEC Filing on Google Icon
8/13/2024Westwood Holdings Group Inc.585,475$33.29M0.2%-47.2%0.783%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans58,405$3.32M0.0%+1.0%0.078%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.305,871$17.39M0.0%+18.2%0.409%Search for SEC Filing on Google Icon
8/13/2024Benjamin F. Edwards & Company Inc.1,465$83K0.0%+75.2%0.002%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd16,524$0.94M0.1%+274.4%0.022%Search for SEC Filing on Google Icon
8/12/2024First Eagle Investment Management LLC124,951$7.11M0.0%+18.3%0.167%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC246,655$14.11M0.0%+40.7%0.330%Search for SEC Filing on Google Icon
8/12/2024Vanguard Personalized Indexing Management LLC6,390$0.36M0.0%+3.1%0.009%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank21,373$1.22M0.0%+2.6%0.029%Search for SEC Filing on Google Icon
8/12/2024Argent Trust Co7,145$0.41M0.0%+8.7%0.010%Search for SEC Filing on Google Icon
8/10/2024Mutual of America Capital Management LLC78,768$4.48M0.0%-0.6%0.105%Search for SEC Filing on Google Icon
8/9/2024Edgestream Partners L.P.8,428$0.48M0.0%-33.4%0.011%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP792,670$45.07M0.0%-22.0%1.060%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.293,529$16.69M0.0%+27.0%0.392%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.51,275$2.92M0.0%+49.4%0.069%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.15,448$0.88M0.0%-43.6%0.021%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D33,451$1.90M0.0%-36.2%0.045%Search for SEC Filing on Google Icon
8/7/2024Headlands Technologies LLC1,992$0.11M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp49,896$2.84M0.0%-14.5%0.067%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC4,525$0.26M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/7/2024Wedbush Securities Inc.3,623$0.21M0.0%-5.6%0.005%Search for SEC Filing on Google Icon
8/6/2024Emerald Advisers LLC434,486$24.71M1.0%-4.0%0.581%Search for SEC Filing on Google Icon
8/6/2024Los Angeles Capital Management LLC9,058$0.52M0.0%N/A0.012%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System18,666$1.06M0.0%+1.9%0.025%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.49,489$2.81M0.0%-36.8%0.066%Search for SEC Filing on Google Icon
8/2/2024Oregon Public Employees Retirement Fund17,049$0.97M0.0%-4.6%0.023%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers201,473$11.46M0.0%+1.8%0.269%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC708,140$40.27M0.1%+179.2%0.947%Search for SEC Filing on Google Icon
7/31/2024nVerses Capital LLC3,000$0.17M0.1%+100.0%0.004%Search for SEC Filing on Google Icon
7/30/2024Maryland State Retirement & Pension System24,530$1.40M0.0%+2.1%0.033%Search for SEC Filing on Google Icon
7/30/2024Heritage Family Offices LLP4,270$0.24M0.1%N/A0.006%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.349,692$19.88M0.0%+0.8%0.468%Search for SEC Filing on Google Icon
7/29/2024UMB Bank n.a.497$28K0.0%+63.5%0.001%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank15,495$0.88M0.0%+15.6%0.021%Search for SEC Filing on Google Icon
7/27/2024Trajan Wealth LLC3,698$0.21M0.0%-6.4%0.005%Search for SEC Filing on Google Icon
7/26/2024Verdence Capital Advisors LLC37,083$2.11M0.2%+14.0%0.050%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp755,541$42.96M0.0%+4.1%1.010%Search for SEC Filing on Google Icon
7/26/2024EFG Asset Management North America Corp.26,979$1.53M0.3%N/A0.036%Search for SEC Filing on Google Icon
7/25/2024Tributary Capital Management LLC436,542$24.82M2.1%+0.3%0.584%Search for SEC Filing on Google Icon
7/24/2024Louisiana State Employees Retirement System35,400$2.01M0.0%+7.3%0.047%Search for SEC Filing on Google Icon
7/24/2024&PARTNERS9,109$0.52M0.0%N/A0.012%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: $66.74
Low: $65.79
High: $67.57

50 Day Range

MA: $67.67
Low: $62.65
High: $71.90

52 Week Range

Now: $66.74
Low: $40.88
High: $72.80

Volume

144,716 shs

Average Volume

621,478 shs

Market Capitalization

$5.00 billion

P/E Ratio

125.92

Dividend Yield

3.59%

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. Assenagon Asset Management S.A. — 0.96%
  2. Emerald Advisers LLC — 0.59%
  3. Tributary Capital Management LLC — 0.58%
  4. Raymond James & Associates — 0.50%
  5. Emerald Mutual Fund Advisers Trust — 0.48%
  6. Principal Financial Group Inc. — 0.45%
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. Emerald Mutual Fund Advisers Trust
  2. Principal Financial Group Inc.
  3. Salvus Wealth Management LLC
  4. Diversify Advisory Services LLC
  5. Capital Management Corp VA
  6. State of New Jersey Common Pension Fund D
  7. SpiderRock Advisors LLC
  8. Verdence Capital Advisors LLC
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. OmniStar Financial Group Inc.
  3. Wealth Enhancement Advisory Services LLC
  4. Legacy Capital Wealth Partners LLC
  5. Emerald Advisers LLC
  6. nVerses Capital LLC
  7. Los Angeles Capital Management LLC
  8. Diversify Wealth Management LLC
The most serious warning of my career
From Porter & Company   |   Ad
With the 2024 election just weeks away, a new crisis is barrelling down on America… one that could cleave the financial world in two the moment the polls close. I predict they could see investment losses of 50% (or more) in the weeks following the presidential election.
Click here now to grab your seat now.