Moelis Ownership | Who Owns Moelis?
Moelis Ownership Summary
Moelis is owned by 97.97% institutional investors, 0.39% insiders, and 1.64% retail investors. Assenagon asset management is the largest institutional shareholder, holding 1.06% of MC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.43% of its assets in Moelis shares.
MC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Moelis | 97.97% | 0.39% | 1.64% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Capital Markets Stocks | 44.07% | 16.08% | 39.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Assenagon asset management | 768.95K | 1.06% | $56.81M |
| Tributary capital management | 439.78K | 0.61% | $32.49M |
| Wealth enhancement advisory services | 142.56K | 0.20% | $9.77M |
| Hodges capital management | 123.84K | 0.17% | $9.15M |
| Jennison associates | 87.11K | 0.12% | $6.44M |
| Diversify wealth management | 58.98K | 0.08% | $4.21M |
| Eagle rock investment company | 38.58K | 0.05% | $2.85M |
| Salvus wealth management | 36.56K | 0.05% | $2.70M |
| Louisiana state employees retirement system | 34.10K | 0.05% | $2.52M |
| Empowered funds | 31.14K | 0.04% | $2.30M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tributary capital management | 439.78K | 2.52% | $32.49M |
| Salvus wealth management | 36.56K | 1.72% | $2.70M |
| New england research & management | 15.22K | 0.57% | $1.13M |
| Hodges capital management | 123.84K | 0.55% | $9.15M |
| Eagle rock investment company | 38.58K | 0.47% | $2.85M |
| Diversify wealth management | 58.98K | 0.33% | $4.21M |
| Peak financial advisors | 8.36K | 0.32% | $617.85K |
| Heritage family offices, llp | 4.46K | 0.16% | $329.82K |
| Campbell newman asset management | 16.00K | 0.10% | $1.18M |
| Hennion & walsh asset management | 27.88K | 0.09% | $2.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hodges capital management | 123.84K | 0.55% | 123.84K |
| Assenagon asset management | 768.95K | 0.09% | 53.47K |
| Diversify wealth management | 58.98K | 0.33% | 29.22K |
| New england research & management | 15.22K | 0.57% | 15.22K |
| Entropy technologies, lp | 5.58K | 0.04% | 5.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Diversify advisory services | 15.28K | 0.06% | -22.08K |
| Salvus wealth management | 36.56K | 1.72% | -11.07K |
| Baldwin brothers llc/ma | - | - | -5.21K |
| Sg americas securities | - | - | -4.96K |
| Mount yale investment advisors | - | - | -2.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hodges capital management | 123.84K | 0.55% | 123.84K | $9.15M |
| New england research & management | 15.22K | 0.57% | 15.22K | $1.13M |
| Entropy technologies, lp | 5.58K | 0.04% | 5.58K | $411.88K |
| Kestra private wealth services | 5.19K | 0.01% | 5.19K | $383.22K |
| Dakota wealth management | 3.46K | 0.01% | 3.46K | $255.57K |
Sold Out
| Holder | Change |
|---|---|
| Advisornet financial | -4.00 |
| Mendota financial group | -6.00 |
| Reuter james wealth management | -286.00 |
| Reston wealth management | -387.00 |
| Allspring global investments | -413.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 335 | 12.79% | 70,857,888 | -2.29% | 97 | 0.97% | 170 | 14.09% | 105 | 12.90% |
| Jun 30, 2024 | 297 | -5.11% | 72,521,988 | 0.82% | 100 | 0.96% | 149 | -1.32% | 93 | -17.70% |
| Mar 31, 2024 | 313 | 8.68% | 71,929,480 | -0.51% | 102 | 0.92% | 151 | 7.86% | 113 | 5.61% |
| Dec 31, 2023 | 288 | 3.97% | 72,299,274 | -1.12% | 105 | 0.93% | 140 | 10.24% | 107 | -1.83% |
| Sep 30, 2023 | 277 | 4.92% | 73,117,886 | -2.98% | 106 | 0.88% | 127 | -15.33% | 109 | 47.30% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.54M | 6.43% | - |
| Touchstone Mid Cap Y | 2.84M | 4.03% | -19.40K |
| Vanguard Total Stock Mkt Idx Inv | 2.23M | 3.16% | 2.21K |
| Vanguard Small Cap Index | 1.80M | 2.55% | 22.59K |
| iShares Russell 2000 ETF | 1.47M | 2.08% | - |
| Virtus KAR Small-Cap Core I | 1.25M | 1.77% | - |
| Wasatch Core Growth | 1.19M | 1.68% | -328.67K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.07M | 1.51% | 10.22K |
| Vanguard Small Cap Growth Index Inv | 1.02M | 1.44% | 44.01K |
| CT (Lux) American Smaller Com 9U USD | 941.73K | 1.33% | 7.11K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2024 | Callesano Christopher | Principal Accounting Officer | Sell | $70.80K |
| Jul 31, 2024 | Shropshire Kenneth | - | Sell | $34.30K |
| Jul 30, 2024 | Pilcher Ciafone Katherine | Chief Operating Officer | Sell | $252.51K |
| Jul 30, 2024 | MOELIS KENNETH | Chairman, CEO | Sell | $365.56K |
| Jul 30, 2024 | MOELIS KENNETH | Chairman, CEO | Sell | $6.44M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 25 |
| 2023 Q4 | - | 3 |
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