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Get Institutions for : 
Moelis & Co (MC)  
$52.03 0.36 (0.69%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 276    1
Total shares held : 
 72,360,637  
% of shares held : 
 98.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -108,006  
% of shares held change : 
   -0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $44.06  
Last Quarter's Ending Price : 
 $56.13  
Last Quarter's Average Price : 
 $46.98  
Change from last quarter's     
avg. price to the last closing  : 
5.05 (10.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,367,408
 1.89%
 
Increased Positions :
89
 1,910,443
 2.64%
 
Unchanged Positions :
45
 1,613,244
 2.23%
 
Decreased Positions :
107
-2,351,511
-3.25%
 
Closed Positions :
34
-1,034,346
-1.43%
 
Guru Positions :
2
75,588
 0.1%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1085 - 2023-12-31 8,002,597 $449,186,000 211,321
   LONDON CO OF VIRGINIA 37 - 2023-12-31 3,468,178 $194,669,000 50,106
   WASATCH ADVISORS INC 38 - 2024-03-31 3,417,643 $194,020,000 159,797
   GOLDMAN SACHS GROUP INC/ 440 - 2023-12-31 3,374,385 $189,404,000 334,620
   STATE STREET CORP 1055 - 2023-12-31 2,560,694 $143,732,000 61,218
   GEODE CAPITAL MANAGEMENT LLC 1012 - 2023-12-31 1,409,016 $79,097,000 68,860
   MADISON ASSET MANAGEMENT LLC 29 - 2023-12-31 1,399,649 $78,562,000 60,455
   HIGHTOWER ADVISORS, LLC 206 - 2023-12-31 1,135,195 $63,736,000 23,995
   AMERIPRISE FINANCIAL INC 675 - 2023-12-31 1,108,431 $62,218,000 39,607
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1037 - 2023-12-31 814,568 $45,722,000 21,839
   MORGAN STANLEY 1949 - 2023-12-31 714,263 $40,092,000 123,706
   CRAMER ROSENTHAL MCGLYNN LLC 20 - 2023-12-31 522,402 $29,322,000 87,917
   BANK OF AMERICA CORP /DE/ 1534 - 2023-12-31 510,305 $28,643,000 17,710
   ROYAL BANK OF CANADA 966 - 2023-12-31 485,392 $27,245,000 115,086
   NATIXIS ASSET MANAGEMENT ADVISORS LP 485 - 2024-03-31 253,662 $14,400,000 107,213
   STIFEL FINANCIAL CORP 676 - 2023-12-31 231,230 $12,979,000 20,193
   NUVEEN ASSET MANAGEMENT, LLC 1501 - 2023-12-31 205,709 $11,546,000 35,184
   LEGAL & GENERAL GROUP PLC 1101 - 2023-12-31 191,399 $10,743,000 2,214
   ENVESTNET ASSET MANAGEMENT INC 1433 - 2023-12-31 183,229 $10,285,000 21,534
   WINSLOW ASSET MANAGEMENT INC 17 - 2024-03-31 176,811 $10,038,000 1,848
   DEUTSCHE BANK AG 994 - 2023-12-31 176,348 $9,898,000 25
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 377 - 2023-09-30 212,929 $9,609,000 1,606
   Connor Clark & Lunn Investment Management Ltd. 313 - 2023-12-31 146,019 $8,196,000 76,889
   UBS Group AG 1591 - 2023-12-31 143,711 $8,066,000 21,813
   PUBLIC SECTOR PENSION INVESTMENT BOARD 197 - 2023-12-31 138,345 $7,765,000 56,062
   FMR LLC 1868 - 2023-12-31 123,932 $6,956,000 2,123
   HSBC HOLDINGS PLC 895 - 2023-12-31 104,496 $5,906,000 413
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1242 - 2023-12-31 74,759 $4,196,000 63,182
   JANE STREET GROUP LLC 1688 - 2023-12-31 71,249 $3,999,000 38,411
   CREDIT SUISSE/ 1472 - 2023-12-31 68,455 $3,842,000 4,655
   Moran Wealth Management LLC 209 - 2023-12-31 58,423 $3,279,000 1,447
   TEXAS PERMANENT SCHOOL FUND 769 - 2023-12-31 57,581 $3,232,000 1,049
   RICHARD BERNSTEIN ADVISORS LLC 124 - 2023-12-31 56,761 $3,186,000 32
   DFPG INVESTMENTS INC. 103 - 2023-12-31 57,004 $3,103,000 2,004
   HRT FINANCIAL LLC 441 - 2023-12-31 54,584 $3,063,000 15,778
   Vestmark Advisory Solutions Inc. 163 - 2023-12-31 54,196 $3,042,000 3,009
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 46,726 $2,653,000 5,932
   MANUFACTURERES LIFE INSURANCE CO 1387 - 2023-12-31 44,027 $2,471,000 1,054
   ING INVESTMENT MANAGEMENT LLC 1164 - 2023-12-31 42,068 $2,361,000 226
   CLS INVESTMENT FIRM LLC 414 - 2022-12-31 60,965 $2,339,000 5,203
   CITIGROUP INC 1501 - 2023-12-31 41,017 $2,302,000 12,464
   JANNEY MONTGOMERY SCOTT LLC 1102 - 2024-03-31 39,461 $2,240,000 3,283
   PRICE T ROWE ASSOCIATES INC /MD/ 1560 - 2023-12-31 33,338 $1,872,000 2,763
   Man Group plc 1105 - 2023-12-31 32,523 $1,826,000 32,523
   PDT PARTNERS, LLC 196 - 2023-12-31 28,386 $1,593,000 55
   M&T BANK CORP 737 - 2023-12-31 26,813 $1,505,000 21,914
   Assenagon Asset Management S.A. 943 - 2024-03-31 26,286 $1,492,000 26,286
   GABELLI FUNDS LLC 670 - 2023-12-31 26,550 $1,490,000 950
   Ensign Peak Advisors Inc 1156 - 2023-12-31 24,050 $1,350,000 1,900
   TRUST POINT INC. 156 - 2024-03-31 18,047 $1,025,000 5,366
   TOWNSQUARE CAPITAL LLC 590 - 2023-12-31 18,022 $1,012,000 6,065
   CAMPBELL NEWMAN ASSET MANAGEMENT INC 91 - 2024-03-31 16,219 $921,000 392
   SG AMERICAS SECURITIES LLC 917 - 2023-12-31 15,228 $855,000 15,228
   Teza Capital Management LLC 225 - 2023-09-30 17,566 $793,000 8,305
   BANK OF MONTREAL /CAN/ 1819 - 2023-12-31 12,345 $711,000 4,894
   PROSHARE ADVISORS LLC 861 - 2023-12-31 12,543 $704,000 2,383
   US BANCORP 1357 - 2023-12-31 11,231 $630,000 2,189
   O SHAUGHNESSY ASSET MANAGEMENT LLC 946 - 2023-12-31 10,277 $577,000 1,557
   Steward Partners Investment Advisory LLC 941 - 2023-12-31 10,158 $570,000 551
   WESBANCO BANK INC 398 - 2024-03-31 9,809 $557,000 9,809
   TOWER RESEARCH CAPITAL LLC 1360 - 2023-12-31 9,023 $506,000 2,171
   PEAK FINANCIAL ADVISORS LLC 44 - 2024-03-31 8,715 $495,000 245
   D E SHAW & CO INC 2220 - 2023-12-31 8,759 $492,000 3,035
   KB FINANCIAL PARTNERS LLC 96 - 2023-09-30 10,703 $483,000 96
   LEUCADIA NATIONAL CORP -- Notable Guru -- 802 - 2023-12-31 8,223 $462,000 8,223
   MARINER WEALTH ADVISORS, LLC 2004 - 2023-12-31 8,053 $452,000 527
   NISA INVESTMENT ADVISORS L L C - 2024-03-31 7,543 $428,000 5,950
   MML INVESTORS SERVICES LLC 1833 - 2023-12-31 7,587 $426,000 769
   DAVIDSON D A & CO 1023 - 2023-12-31 7,056 $396,000 390
   SUMMIT INVESTMENT ADVISORS INC 890 - 2023-12-31 6,920 $388,000 278
   ALLIANZ ASSET MANAGEMENT AG 1462 - 2023-12-31 6,869 $386,000 17
   Capital Investment Advisory Services LLC 354 - 2024-03-31 6,732 $382,000 4
   Arden Trust Co 178 - 2024-03-31 6,350 $360,000 10
   OROURKE & COMPANY Inc 101 - 2024-03-31 6,181 $351,000 537
   ADVISOR PARTNERS II LLC 888 - 2023-09-30 7,557 $341,000 637
   BB&T CORP 2196 - 2023-12-31 5,891 $331,000 34
   KLR INVESTMENT ADVISORS LLC 134 - 2024-03-31 5,966 $318,000 1,301
   JustInvest LLC 1198 - 2023-12-31 5,418 $304,000 472
   STRS OHIO 1503 - 2023-12-31 4,500 $252,000 900
   CIBC GLOBAL ASSET MANAGEMENT INC 907 - 2023-12-31 4,228 $237,000 4,228
   Centiva Capital LP 917 - 2023-12-31 3,757 $211,000 3,757
   CWM LLC 1708 - 2024-03-31 2,314 $131,000 2,019
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1068 - 2023-12-31 1,505 $84,000 276
   Tradition Wealth Management LLC 542 - 2023-12-31 1,260 $71,000 14
   PRIVATE TRUST CO NA 1044 - 2024-03-31 1,044 $59,000 424
   BENJAMIN F. EDWARDS & COMPANY INC. 1297 - 2024-03-31 836 $47,000 699
   Hexagon Capital Partners LLC 493 - 2024-03-31 657 $37,000 392
   UMB BANK N A/MO 1129 - 2024-03-31 304 $17,000 28
   Goss Wealth Management LLC 2684 - 2023-12-31 275 $15,000 77
   FAIRFIELD RESEARCH CORP 289 - 2023-12-31 213 $12,000 213
   Farther Finance Advisors LLC 1654 - 2023-12-31 160 $9,000 30
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 115 $7,000 105
   QUADRANT CAPITAL GROUP LLC 2395 - 2023-12-31 51 $3,000 37
   EverSource Wealth Advisors LLC 2059 - 2023-12-31 59 $3,000 44
   MASSMUTUAL TRUST CO FSB/ADV 1491 - 2024-03-31 40 $2,000 30
   Steward Financial Group LLC 1279 - 2023-09-30 37 $1,000 37
  96 Records found
  1    
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