MC Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.96%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $22,542,344.38

Moelis & Company Insider Trading History Chart

Moelis & Company Share Price & Price History

^$53.94

▲ +0.72 (1.35%)

As of 04/23/2024 12:56 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
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	Ciafone Katherine Pilcher	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
4/28/2021	Kenneth Moelis	CEO	Sell	10,466	$57.04	$596,980.64
4/26/2021	Kenneth Moelis	CEO	Sell	1,401	$57.03	$79,899.03
4/23/2021	Kenneth Moelis	CEO	Sell	18,184	$57.11	$1,038,488.24

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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
4/23/2024	Wesbanco Bank Inc.	9,809	$0.56M	0.0%	N/A	0.014%
4/23/2024	KLR Investment Advisors LLC	5,966	$0.32M	0.2%	+27.9%	0.008%
4/22/2024	Raymond James & Associates	363,668	$20.65M	0.0%	-1.2%	0.511%
4/20/2024	Maryland State Retirement & Pension System	24,022	$1.36M	0.0%	-0.9%	0.034%
4/19/2024	State of Alaska Department of Revenue	40,612	$2.31M	0.0%	-0.9%	0.057%
4/18/2024	Wasatch Advisors LP	3,417,643	$194.02M	1.0%	+4.9%	4.802%
4/18/2024	Tributary Capital Management LLC	435,383	$24.72M	2.0%	-1.4%	0.612%
4/18/2024	Hexagon Capital Partners LLC	657	$37K	0.0%	+147.9%	0.001%
4/18/2024	O ROURKE & COMPANY Inc	6,181	$0.35M	0.2%	+9.5%	0.009%
4/18/2024	Blue Zone Wealth Advisors LLC	56,595	$3.21M	1.1%	N/A	0.080%
4/17/2024	Strata Wealth Advisors LLC	30,143	$1.71M	0.6%	-42.1%	0.042%
4/17/2024	Hennion & Walsh Asset Management Inc.	31,698	$1.80M	0.1%	-6.1%	0.045%
4/16/2024	Ausbil Investment Management Ltd	11,526	$0.65M	0.3%	-19.1%	0.016%
4/16/2024	Wealth Enhancement Advisory Services LLC	89,173	$5.06M	0.0%	N/A	0.125%
4/12/2024	Salvus Wealth Management LLC	61,653	$3.50M	2.4%	-0.8%	0.087%
4/12/2024	Peak Financial Advisors LLC	8,715	$0.50M	0.3%	+2.9%	0.012%
4/5/2024	Juncture Wealth Strategies LLC	6,300	$0.36M	0.2%	-45.7%	0.009%
3/25/2024	Quadrature Capital Ltd	30,813	$1.73M	0.0%	-2.1%	0.043%
3/22/2024	PNC Financial Services Group Inc.	28,321	$1.59M	0.0%	-11.1%	0.040%
3/11/2024	Vanguard Group Inc.	7,772,642	$436.28M	0.0%	-0.2%	10.921%
3/5/2024	Fisher Asset Management LLC	67,365	$3.78M	0.0%	-7.4%	0.095%
3/1/2024	Goldman Sachs Group Inc.	3,374,385	$189.40M	0.0%	+11.0%	4.742%
2/28/2024	American International Group Inc.	36,360	$2.04M	0.0%	-0.8%	0.051%
2/16/2024	Winslow Asset Management Inc.	174,963	$9.82M	2.0%	+1.5%	0.246%
2/15/2024	Bridgefront Capital LLC	11,363	$0.64M	0.5%	N/A	0.016%
2/14/2024	Wasatch Advisors LP	3,257,846	$182.86M	1.0%	-5.6%	4.579%
2/14/2024	Azora Capital LP	188,858	$10.60M	0.9%	N/A	0.265%
2/14/2024	Quadrature Capital Ltd	30,813	$1.73M	0.0%	-2.1%	0.043%
2/14/2024	Westwood Holdings Group Inc.	1,122,386	$63M	0.5%	-13.7%	1.577%
2/14/2024	CenterBook Partners LP	26,553	$1.49M	0.2%	-75.1%	0.037%
2/13/2024	First National Bank of Omaha	48,473	$2.72M	0.2%	-3.0%	0.068%
2/13/2024	Gabelli Funds LLC	26,550	$1.49M	0.0%	+3.7%	0.037%
2/13/2024	Goldman Sachs Group Inc.	3,374,385	$189.40M	0.0%	+11.0%	4.743%
2/13/2024	Blueshift Asset Management LLC	3,876	$0.22M	0.1%	N/A	0.005%
2/13/2024	Heard Capital LLC	1,858,119	$104.30M	6.9%	-0.3%	2.612%
2/12/2024	Alberta Investment Management Corp	37,500	$2.11M	0.0%	-17.5%	0.053%
2/12/2024	Madison Asset Management LLC	1,399,649	$78.56M	1.1%	+4.5%	1.967%
2/12/2024	Evoke Wealth LLC	54,859	$3.08M	0.1%	N/A	0.077%
2/12/2024	TFO Wealth Partners LLC	4,298	$0.24M	0.0%	+61,300.0%	0.006%
2/12/2024	Stifel Financial Corp	231,230	$12.98M	0.0%	+9.6%	0.325%
2/12/2024	Steward Partners Investment Advisory LLC	10,158	$0.57M	0.0%	+5.7%	0.014%
2/12/2024	Artisan Partners Limited Partnership	1,079,047	$60.57M	0.1%	-3.6%	1.517%
2/12/2024	Hsbc Holdings PLC	104,496	$5.91M	0.0%	+0.4%	0.147%
2/9/2024	Orion Portfolio Solutions LLC	45,829	$2.57M	0.0%	-5.8%	0.064%
2/9/2024	US Bancorp DE	11,231	$0.63M	0.0%	+24.2%	0.016%
2/9/2024	Assetmark Inc.	1,505	$84K	0.0%	+22.5%	0.002%
2/9/2024	D.A. Davidson & CO.	7,056	$0.40M	0.0%	+5.9%	0.010%
2/9/2024	Wells Fargo & Company MN	1,077,545	$60.48M	0.0%	-1.2%	1.514%
2/9/2024	UBS Group AG	143,711	$8.07M	0.0%	+17.9%	0.202%
2/9/2024	PNC Financial Services Group Inc.	28,321	$1.59M	0.0%	-11.1%	0.040%
2/9/2024	Norges Bank	743,268	$41.72M	0.0%	N/A	1.045%
2/8/2024	AMG National Trust Bank	26,372	$1.48M	0.0%	-1.0%	0.037%
2/8/2024	First Eagle Investment Management LLC	97,051	$5.45M	0.0%	-7.7%	0.136%
2/8/2024	KLR Investment Advisors LLC	4,665	$0.26M	0.2%	N/A	0.007%
2/8/2024	Janney Montgomery Scott LLC	36,178	$2.03M	0.0%	-18.3%	0.051%
2/8/2024	Vanguard Personalized Indexing Management LLC	5,418	$0.30M	0.0%	+9.5%	0.008%
2/8/2024	Moran Wealth Management LLC	58,423	$3.28M	0.1%	+2.5%	0.082%
2/7/2024	Principal Financial Group Inc.	796,756	$44.72M	0.0%	+0.4%	1.120%
2/7/2024	Dimensional Fund Advisors LP	1,123,921	$63.09M	0.0%	-6.3%	1.580%
2/7/2024	BNP Paribas Financial Markets	40,794	$2.29M	0.0%	-22.4%	0.057%
2/7/2024	Versor Investments LP	4,901	$0.28M	0.1%	N/A	0.007%
2/6/2024	Charles Schwab Investment Management Inc.	814,568	$45.72M	0.0%	+2.8%	1.145%
2/6/2024	Apollon Wealth Management LLC	9,936	$0.56M	0.0%	N/A	0.014%
2/6/2024	Maryland State Retirement & Pension System	24,229	$1.36M	0.0%	-1.2%	0.034%
2/6/2024	Vestmark Advisory Solutions Inc.	54,196	$3.04M	0.2%	+5.9%	0.076%
2/6/2024	M&T Bank Corp	26,813	$1.51M	0.0%	+447.3%	0.038%
2/6/2024	Amalgamated Bank	27,233	$1.53M	0.0%	-2.4%	0.038%
2/6/2024	Natixis Advisors L.P.	146,449	$8.22M	0.0%	+19.0%	0.206%
2/6/2024	Swiss National Bank	131,200	$7.36M	0.0%	-10.3%	0.184%
2/6/2024	Fisher Asset Management LLC	67,365	$3.78M	0.0%	-7.4%	0.095%
2/6/2024	Heritage Wealth Management LLC	4,926	$0.28M	0.1%	N/A	0.007%
2/5/2024	Victory Capital Management Inc.	241,728	$13.57M	0.0%	-6.4%	0.340%
2/5/2024	Russell Investments Group Ltd.	27,701	$1.56M	0.0%	-16.2%	0.039%
2/1/2024	GAMMA Investing LLC	619	$34K	0.0%	N/A	0.001%
2/1/2024	New York State Common Retirement Fund	56,600	$3.18M	0.0%	-2.4%	0.080%
2/1/2024	Illinois Municipal Retirement Fund	36,110	$2.03M	0.0%	-9.3%	0.051%
2/1/2024	Jennison Associates LLC	93,238	$5.23M	0.0%	-8.2%	0.131%
2/1/2024	Duality Advisers LP	4,568	$0.26M	0.0%	-84.5%	0.006%
2/1/2024	Capital Investment Advisory Services LLC	6,728	$0.38M	0.0%	+11.7%	0.009%
2/1/2024	Capital Management Corp VA	218,527	$12.27M	2.4%	-5.4%	0.307%
2/1/2024	Strata Wealth Advisors LLC	52,050	$2.92M	1.2%	N/A	0.073%
2/1/2024	Verdence Capital Advisors LLC	33,054	$1.86M	0.2%	+1.0%	0.046%
1/31/2024	Cornerstone Investment Partners LLC	46,245	$2.60M	0.1%	+3.8%	0.065%
1/31/2024	Xponance Inc.	4,063	$0.23M	0.0%	N/A	0.006%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	14,337	$0.81M	0.0%	+32.8%	0.020%
1/30/2024	Mackenzie Financial Corp	4,223	$0.24M	0.0%	N/A	0.006%
1/30/2024	Strs Ohio	4,500	$0.25M	0.0%	+25.0%	0.006%
1/29/2024	Louisiana State Employees Retirement System	33,400	$1.88M	0.0%	N/A	0.047%
1/29/2024	NewEdge Wealth LLC	50,149	$2.82M	0.1%	-2.2%	0.070%
1/29/2024	Friedenthal Financial	12,976	$0.73M	0.5%	N/A	0.018%
1/26/2024	Cerity Partners LLC	5,509	$0.31M	0.0%	N/A	0.008%
1/26/2024	Mutual of America Capital Management LLC	96,568	$5.42M	0.1%	+26.8%	0.136%
1/25/2024	Nisa Investment Advisors LLC	1,593	$89K	0.0%	-71.5%	0.002%
1/25/2024	Vaughan Nelson Investment Management L.P.	752,615	$42.24M	0.4%	+22.1%	1.058%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	30,563	$1.72M	0.0%	+3.7%	0.043%
1/24/2024	Tritonpoint Wealth LLC	4,492	$0.25M	0.0%	N/A	0.006%
1/24/2024	International Assets Investment Management LLC	3,199	$0.18M	0.0%	+890.4%	0.004%
1/24/2024	Chevy Chase Trust Holdings LLC	34,575	$1.94M	0.0%	-2.4%	0.049%
1/24/2024	O ROURKE & COMPANY Inc	5,644	$0.32M	0.2%	+4.1%	0.008%
1/24/2024	Arizona State Retirement System	18,611	$1.05M	0.0%	-1.8%	0.026%

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: $53.94

$53.24

$54.18

50 Day Range

MA: $54.30

$50.97

$57.45

52 Week Range

Now: $53.94

$33.87

$58.67

Volume

91,470 shs

Average Volume

619,866 shs

Market Capitalization

$3.84 billion

P/E Ratio

N/A

Dividend Yield

4.65%

Beta

1.35

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)
Joseph Simon (CFO)
Kenneth Shropshire (Director)
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 — 4.80%
Tributary Capital Management LLC — 0.61%
Raymond James & Associates — 0.51%
Wealth Enhancement Advisory Services LLC — 0.13%
Salvus Wealth Management LLC — 0.09%
Blue Zone Wealth Advisors LLC — 0.08%
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:
Strata Wealth Advisors LLC
Tributary Capital Management LLC
Juncture Wealth Strategies LLC
Raymond James & Associates
Ausbil Investment Management Ltd
Hennion & Walsh Asset Management Inc.
Salvus Wealth Management LLC
State of Alaska Department of Revenue
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)
Joseph Simon (CFO)
Kenneth Shropshire (Director)
Osamu R Watanabe (General Counsel)
Ciafone Katherine Pilcher (COO)
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
Wealth Enhancement Advisory Services LLC
Blue Zone Wealth Advisors LLC
Wesbanco Bank Inc.
Curated Wealth Partners LLC
KLR Investment Advisors LLC
O ROURKE & COMPANY Inc
Hexagon Capital Partners LLC