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): $2,327,194.70

Moelis & Company Insider Trading History Chart

Moelis & Company Share Price & Price History

^$66.50

▲ +1.255 (1.92%)

As of 12/4/2025 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
8/22/2025	Kenneth Shropshire	Director	Sell	2,615	$72.52	$189,639.80	7,109
7/25/2025	Osamu R. Watanabe	General Counsel	Sell	6,340	$72.64	$460,537.60	131
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

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
12/2/2025	Allworth Financial LP	419	$30K	0.0%	+153.9%	0.001%
12/2/2025	IFP Advisors Inc	801	$57K	0.0%	-22.2%	0.001%
12/2/2025	Swiss Life Asset Management Ltd	3,421	$0.24M	0.0%	N/A	0.004%
11/26/2025	JPMorgan Chase & Co.	962,778	$68.67M	0.0%	+1.8%	1.229%
11/21/2025	CIBC Bancorp USA Inc.	7,927	$0.57M	0.0%	N/A	0.010%
11/18/2025	Advisory Services Network LLC	5,748	$0.41M	0.0%	+9.5%	0.007%
11/17/2025	Jacobs Levy Equity Management Inc.	4,675	$0.33M	0.0%	N/A	0.006%
11/17/2025	Morningstar Investment Management LLC	28,387	$2.03M	0.1%	N/A	0.036%
11/17/2025	NewEdge Advisors LLC	902	$64K	0.0%	+355.6%	0.001%
11/17/2025	CANADA LIFE ASSURANCE Co	76,598	$5.54M	0.0%	-0.4%	0.098%
11/17/2025	Caxton Associates LLP	7,481	$0.53M	0.0%	N/A	0.010%
11/17/2025	PharVision Advisers LLC	3,158	$0.23M	0.1%	N/A	0.004%
11/17/2025	XTX Topco Ltd	8,711	$0.62M	0.0%	-44.7%	0.011%
11/17/2025	Wasatch Advisors LP	3,304,180	$235.65M	1.3%	+16.1%	4.219%
11/17/2025	Verition Fund Management LLC	36,401	$2.60M	0.0%	+150.6%	0.046%
11/17/2025	Sandler Capital Management	28,120	$2.01M	0.6%	N/A	0.036%
11/17/2025	Quarry LP	516	$37K	0.0%	+1,811.1%	0.001%
11/17/2025	Qube Research & Technologies Ltd	33,032	$2.36M	0.0%	-88.3%	0.042%
11/17/2025	Northwestern Mutual Wealth Management Co.	548	$39K	0.0%	+489.2%	0.001%
11/17/2025	Northern Trust Corp	862,180	$61.49M	0.0%	-0.4%	1.101%
11/17/2025	Mariner LLC	12,856	$0.92M	0.0%	-17.5%	0.016%
11/17/2025	Mercer Global Advisors Inc. ADV	12,675	$0.90M	0.0%	+22.6%	0.016%
11/17/2025	Millennium Management LLC	85,729	$6.11M	0.0%	N/A	0.109%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	34,547	$2.46M	0.0%	-15.2%	0.044%
11/17/2025	London Co. of Virginia	3,265,878	$232.92M	1.3%	-4.4%	4.170%
11/17/2025	Integrated Wealth Concepts LLC	9,455	$0.67M	0.0%	+66.4%	0.012%
11/17/2025	Jain Global LLC	78,008	$5.56M	0.0%	N/A	0.100%
11/17/2025	Focus Partners Wealth	3,122	$0.22M	0.0%	N/A	0.004%
11/17/2025	Brevan Howard Capital Management LP	9,400	$0.67M	0.0%	N/A	0.012%
11/17/2025	Azora Capital LP	223,470	$15.94M	0.7%	-70.2%	0.285%
11/17/2025	Bamco Inc. NY	525,778	$37.50M	0.1%	-0.3%	0.671%
11/17/2025	Bridgefront Capital LLC	5,258	$0.38M	0.1%	N/A	0.007%
11/17/2025	Bank of America Corp DE	772,399	$55.09M	0.0%	+22.5%	0.986%
11/17/2025	Aquatic Capital Management LLC	99,199	$7.08M	0.1%	+111.2%	0.127%
11/17/2025	Ameriprise Financial Inc.	2,271,903	$162.03M	0.0%	-5.2%	2.901%
11/14/2025	Creative Planning	7,659	$0.55M	0.0%	+15.4%	0.010%
11/14/2025	Schonfeld Strategic Advisors LLC	62,305	$4.44M	0.0%	+100.4%	0.080%
11/14/2025	Zacks Investment Management	30,008	$2.14M	0.0%	N/A	0.038%
11/14/2025	Raymond James Financial Inc.	437,145	$31.18M	0.0%	+8.7%	0.558%
11/14/2025	Equitable Holdings Inc.	3,580	$0.26M	0.0%	-12.3%	0.005%
11/14/2025	Man Group plc	33,284	$2.37M	0.0%	-44.0%	0.042%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	137,684	$9.82M	0.0%	-45.1%	0.176%
11/14/2025	Two Sigma Investments LP	43,346	$3.09M	0.0%	+8.4%	0.055%
11/14/2025	Interval Partners LP	57,563	$4.11M	0.1%	-40.7%	0.073%
11/14/2025	iSAM Funds UK Ltd	15,300	$1.09M	0.2%	N/A	0.020%
11/14/2025	Comerica Bank	44,587	$3.18M	0.0%	-7.7%	0.057%
11/13/2025	Eisler Capital Management Ltd.	110,089	$7.84M	0.0%	N/A	0.141%
11/13/2025	Limestone Investment Advisors LP	1,000	$71K	0.0%	N/A	0.001%
11/13/2025	Vise Technologies Inc.	2,896	$0.21M	0.0%	N/A	0.004%
11/13/2025	Entropy Technologies LP	8,995	$0.64M	0.0%	N/A	0.011%
11/13/2025	Landscape Capital Management L.L.C.	21,090	$1.50M	0.1%	N/A	0.027%
11/13/2025	Invesco Ltd.	209,371	$14.93M	0.0%	-53.7%	0.267%
11/13/2025	Pier Capital LLC	142,560	$10.17M	1.6%	-5.0%	0.182%
11/13/2025	Sei Investments Co.	325,456	$23.21M	0.0%	+6.4%	0.416%
11/13/2025	UBS Group AG	681,668	$48.62M	0.0%	+50.0%	0.870%
11/13/2025	BNP Paribas Financial Markets	49,307	$3.52M	0.0%	-11.6%	0.063%
11/13/2025	Mackenzie Financial Corp	75,311	$5.37M	0.0%	+662.8%	0.096%
11/13/2025	Franklin Resources Inc.	10,669	$0.76M	0.0%	+147.3%	0.014%
11/13/2025	Legal & General Group Plc	213,002	$15.19M	0.0%	-0.6%	0.272%
11/13/2025	Vestcor Inc	1,937	$0.14M	0.0%	-61.3%	0.002%
11/13/2025	Swiss National Bank	143,800	$10.26M	0.0%	+6.6%	0.184%
11/13/2025	Russell Investments Group Ltd.	27,321	$1.95M	0.0%	+32.8%	0.035%
11/13/2025	Private Advisor Group LLC	6,098	$0.44M	0.0%	+6.9%	0.008%
11/13/2025	Diversify Advisory Services LLC	28,951	$2.07M	0.1%	+14.3%	0.037%
11/13/2025	B. Metzler seel. Sohn & Co. AG	48,989	$3.49M	0.0%	+12.9%	0.063%
11/13/2025	Natixis Advisors LLC	918,876	$65.53M	0.1%	+17.3%	1.173%
11/13/2025	First Trust Advisors LP	31,709	$2.26M	0.0%	-32.7%	0.040%
11/12/2025	Gabelli Funds LLC	24,550	$1.75M	0.0%	+1.2%	0.031%
11/12/2025	Cramer Rosenthal Mcglynn LLC	240,796	$17.17M	1.1%	+23.3%	0.307%
11/12/2025	Barclays PLC	121,127	$8.64M	0.0%	-26.0%	0.155%
11/12/2025	Pitcairn Co.	6,888	$0.49M	0.0%	-16.7%	0.009%
11/12/2025	Orion Porfolio Solutions LLC	46,158	$3.29M	0.0%	-4.5%	0.059%
11/12/2025	Dimensional Fund Advisors LP	1,111,459	$79.27M	0.0%	+6.8%	1.419%
11/12/2025	Cresset Asset Management LLC	33,700	$2.40M	0.0%	-1.9%	0.043%
11/12/2025	Legato Capital Management LLC	16,590	$1.18M	0.1%	+199.1%	0.021%
11/12/2025	First Eagle Investment Management LLC	79,851	$5.70M	0.0%	+0.4%	0.102%
11/12/2025	Victory Capital Management Inc.	90,553	$6.46M	0.0%	-2.8%	0.116%
11/12/2025	Fisher Asset Management LLC	491,470	$35.05M	0.0%	+40.3%	0.628%
11/12/2025	Royce & Associates LP	112,011	$7.99M	0.1%	+19.3%	0.143%
11/12/2025	Argent Trust Co	13,297	$0.95M	0.0%	-2.0%	0.017%
11/12/2025	Artisan Partners Limited Partnership	407,894	$29.09M	0.0%	-5.3%	0.521%
11/12/2025	Diversify Wealth Management LLC	93,764	$6.69M	0.4%	+5.1%	0.120%
11/12/2025	Intech Investment Management LLC	27,218	$1.94M	0.0%	-7.0%	0.035%
11/12/2025	Fox Run Management L.L.C.	5,097	$0.36M	0.1%	N/A	0.007%
11/10/2025	Strata Wealth Advisors LLC	23,903	$1.71M	0.5%	-2.3%	0.030%
11/10/2025	Trajan Wealth LLC	5,112	$0.37M	0.0%	-16.1%	0.007%
11/10/2025	Ameritas Investment Partners Inc.	6,213	$0.44M	0.0%	-18.2%	0.008%
11/10/2025	Vestmark Advisory Solutions Inc.	54,157	$3.86M	0.1%	+4.9%	0.069%
11/10/2025	Citigroup Inc.	107,810	$7.69M	0.0%	-15.0%	0.137%
11/7/2025	NewEdge Wealth LLC	46,669	$3.33M	0.0%	+3.2%	0.059%
11/7/2025	First National Bank of Omaha	44,755	$3.19M	0.2%	N/A	0.057%
11/7/2025	Drucker Wealth 3.0 LLC	13,812	$0.99M	0.2%	+101.8%	0.018%
11/7/2025	Vanguard Group Inc.	8,732,435	$622.80M	0.0%	-1.3%	11.124%
11/7/2025	JPMorgan Chase & Co.	962,778	$68.67M	0.0%	+1.8%	1.226%
11/7/2025	State of New Jersey Common Pension Fund D	30,658	$2.19M	0.0%	-7.9%	0.039%
11/7/2025	PNC Financial Services Group Inc.	8,069	$0.58M	0.0%	-11.5%	0.010%
11/7/2025	HighTower Advisors LLC	1,256,324	$89.60M	0.1%	+18.5%	1.600%
11/6/2025	Public Sector Pension Investment Board	289,371	$20.64M	0.1%	+14.4%	0.369%
11/6/2025	Atria Investments Inc	23,264	$1.66M	0.0%	-2.6%	0.030%
11/6/2025	Illinois Municipal Retirement Fund	38,134	$2.72M	0.0%	+1.4%	0.049%

Data available starting January 2016

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: $66.50

$65.15

$67.08

50 Day Range

MA: $65.84

$60.58

$72.39

52 Week Range

Now: $66.50

$47.00

$82.89

Volume

1,002,539 shs

Average Volume

732,446 shs

Market Capitalization

$5.21 billion

P/E Ratio

22.24

Dividend Yield

3.99%

Beta

1.9

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)
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. — 11.12%
Wasatch Advisors LP — 4.22%
London Co. of Virginia — 4.17%
Ameriprise Financial Inc. — 2.90%
Madison Asset Management LLC — 1.64%
HighTower Advisors LLC — 1.60%
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:
Azora Capital LP
Qube Research & Technologies Ltd
Invesco Ltd.
London Co. of Virginia
Ameriprise Financial Inc.
Vanguard Group Inc.
UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
Y Intercept Hong Kong Ltd
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)
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:
Wasatch Advisors LP
Tributary Capital Management LLC
UBS Group AG
HighTower Advisors LLC
Bank of America Corp DE
Fisher Asset Management LLC
Natixis Advisors LLC
Eisler Capital Management Ltd.