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MC - Moelis & Co Stock Price, Fair Value and News
52.08
USD
+0.50
(+0.97%)
Market Closed
as of 06 May 2024, 09:38 am ET
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Funds-Owners-Holders
Which funds bought or sold MC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-02
WINSLOW ASSET MANAGEMENT INC
ADDED
Premium
Premium
Premium
Premium
176,811
2024-05-02
State of New Jersey Common Pension Fund D
UNCHANGED
Premium
Premium
Premium
Premium
52,432
2024-05-02
Apollon Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
9,637
2024-05-02
JENNISON ASSOCIATES LLC
REDUCED
Premium
Premium
Premium
Premium
93,081
2024-05-02
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
79,277
2024-05-02
NISA INVESTMENT ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
7,543
2024-05-01
BNP PARIBAS FINANCIAL MARKETS
ADDED
Premium
Premium
Premium
Premium
46,726
2024-05-01
Janney Montgomery Scott LLC
ADDED
Premium
Premium
Premium
Premium
39,461
2024-05-01
Parkside Financial Bank & Trust
ADDED
Premium
Premium
Premium
Premium
115
2024-05-01
Mirae Asset Global Investments Co., Ltd.
REDUCED
Premium
Premium
Premium
Premium
27,743
2024-05-01
Harbor Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
14,800
2024-05-01
Blue Trust, Inc.
REDUCED
Premium
Premium
Premium
Premium
2.00
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
REDUCED
Premium
Premium
Premium
Premium
132
2024-04-30
Private Advisor Group, LLC
NEW
Premium
Premium
Premium
Premium
4,615
2024-04-30
JFS WEALTH ADVISORS, LLC
UNCHANGED
Premium
Premium
Premium
Premium
29.00
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
821
2024-04-30
Turtle Creek Wealth Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Private Wealth Management Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
65.00
2024-04-30
Diversify Advisory Services, LLC
NEW
Premium
Premium
Premium
Premium
64,630
2024-04-29
PRINCIPAL FINANCIAL GROUP INC
REDUCED
Premium
Premium
Premium
Premium
346,907
2024-04-29
Cornerstone Investment Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
46,171
2024-04-29
BENJAMIN F. EDWARDS & COMPANY, INC.
ADDED
Premium
Premium
Premium
Premium
836
2024-04-29
NAPLES GLOBAL ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
9,846
2024-04-29
Allspring Global Investments Holdings, LLC
NEW
Premium
Premium
Premium
Premium
413
2024-04-26
First Horizon Advisors, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
1,099
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1–25 of 357
Which funds are the top buyers of MC?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
8,002,600
449,186,000
0.01%
VANGUARD GROUP INC
7,772,640
436,278,000
0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
7,081,890
397,507,000
1.00%
GOLDMAN SACHS GROUP INC
6,748,770
378,808,000
0.03%
LONDON CO OF VIRGINIA
3,468,180
194,669,000
1.10%
WASATCH ADVISORS LP
3,417,640
194,020,000
1.01%
TIMUCUAN ASSET MANAGEMENT INC/FL
2,977,230
167,112,000
5.84%
STATE STREET CORP
2,560,690
143,732,000
0.01%
ALLIANCEBERNSTEIN L.P.
2,117,400
118,849,000
0.05%
Heard Capital LLC
1,858,120
104,296,000
6.92%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in MC?
Fund Name
$ Value
% Port.
Heard Capital LLC
104,296,000
6.92%
TIMUCUAN ASSET MANAGEMENT INC/FL
167,112,000
5.84%
ADIRONDACK RETIREMENT SPECIALISTS, INC.
3,660,950
2.85%
PARK CIRCLE Co
2,816,380
2.53%
CAPITAL MANAGEMENT CORP /VA
12,265,900
2.41%
Salvus Wealth Management, LLC
3,500,040
2.39%
Tributary Capital Management, LLC
24,716,700
2.02%
WINSLOW ASSET MANAGEMENT INC
10,038,000
1.89%
CRAMER ROSENTHAL MCGLYNN LLC
29,322,400
1.59%
EMERALD MUTUAL FUND ADVISERS TRUST
21,369,300
1.13%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold MC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
41,719,600
Azora Capital LP
10,600,600
Susquehanna Portfolio Strategies, LLC
6,133,610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
5,062,360
Diversify Advisory Services, LLC
3,630,270
Blue Zone Wealth Advisors, LLC
3,212,900
EVOKE WEALTH, LLC
3,079,240
TWINBEECH CAPITAL LP
2,325,470
Additions
Fund Name
% Increased
Parkside Financial Bank & Trust
1,050
CWM, LLC
684
SUSQUEHANNA INTERNATIONAL GROUP, LLP
545
BENJAMIN F. EDWARDS & COMPANY, INC.
510
M&T Bank Corp
447
NISA INVESTMENT ADVISORS, LLC
373
MASSMUTUAL TRUST CO FSB/ADV
300
EverSource Wealth Advisors, LLC
293
Reductions
Fund Name
% Reduced
Blue Trust, Inc.
-98.45
DUALITY ADVISERS, LP
-84.53
CenterBook Partners LP
-75.14
AdvisorNet Financial, Inc
-71.43
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
-67.68
KBC Group NV
-65.35
PRINCIPAL FINANCIAL GROUP INC
-56.46
Glassman Wealth Services
-50.00
Sold off
Fund Name
$ Sold
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
-42,244,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
-16,923,800
Newport Capital Group, LLC
-11,433,800
NATIONAL BANK OF CANADA /FI/
-3,679,010
CANADA PENSION PLAN INVESTMENT BOARD
-3,520,140
SCHRODER INVESTMENT MANAGEMENT GROUP
-2,363,230
ExodusPoint Capital Management, LP
-1,533,000
Holocene Advisors, LP
-1,365,360