Moelis Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:17M Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Mar 24	Sell€3,507,305	Navid Mahmoodzadegan	Individual	70,255	€49.98
01 Mar 24	Sell€3,948,420	Kenneth Moelis	Individual	79,000	€49.98
29 Feb 24	Sell€2,243,019	Jeffrey Raich	Individual	44,710	€50.17
29 Feb 24	Sell€429,299	Joseph Simon	Individual	8,573	€50.08
23 Feb 24	Sell€18,759	Kenneth Moelis	Individual	369	€50.84
21 Feb 24	Sell€3,370,718	Navid Mahmoodzadegan	Individual	65,954	€51.62
21 Feb 24	Sell€6,239,968	Kenneth Moelis	Individual	128,277	€48.64
09 Feb 24	Sell€543,853	Joseph Simon	Individual	10,720	€50.91
08 Feb 24	Sell€51,777	Christopher Callesano	Individual	1,040	€49.79
13 Nov 23	Sell€3,632,212	Kenneth Moelis	Individual	93,063	€39.45
10 Aug 23	Sell€61,861	Kenneth Shropshire	Individual	1,417	€43.66
02 Aug 23	Sell€491,346	Elizabeth Crain	Individual	11,176	€43.98

Insider Trading Volume

Insider Buying: 17M insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 17M?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	9,023	0.0122%
State or Government	21,715	0.0295%
Individual Insiders	354,604	0.481%
Institutions	73,279,410	99.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 82.35% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.4%	BlackRock, Inc.	8,002,597	€371.0m	2.71%	0.01%
11.1%	The Vanguard Group, Inc.	7,772,642	€360.3m	-0.19%	0.01%
10.1%	Kayne Anderson Rudnick Investment Management, LLC	7,081,890	€328.3m	-2.71%	0.82%
4.93%	The London Company of Virginia, LLC	3,466,566	€160.7m	1.42%	0.94%
4.86%	Wasatch Advisors LP	3,417,643	€158.4m	4.9%	0.64%
4.59%	Goldman Sachs Group, Investment Banking and Securities Investments	3,229,811	€149.7m	11.9%	0.08%
4.23%	Timucuan Asset Management Inc	2,977,227	€138.0m	-2.41%	4.86%
3.64%	State Street Global Advisors, Inc.	2,560,694	€118.7m	2.45%	0.01%
3.01%	AllianceBernstein L.P.	2,117,397	€98.2m	-5.42%	0.03%
2.64%	Heard Capital LLC	1,858,119	€86.1m	-0.31%	6.31%
2%	Geode Capital Management, LLC	1,409,016	€65.3m	5.14%	0.01%
1.99%	Madison Investment Holdings, Inc	1,399,649	€64.9m	4.51%	0.91%
1.61%	HighTower Advisors, LLC	1,135,195	€52.6m	2.16%	0.09%
1.6%	Dimensional Fund Advisors LP	1,123,921	€52.1m	-6.27%	0.01%
1.6%	Westwood Management Corp.	1,122,386	€52.0m	-13.7%	0.45%
1.58%	Columbia Management Investment Advisers, LLC	1,108,431	€51.4m	3.71%	0.01%
1.53%	Artisan Partners Limited Partnership	1,079,047	€50.0m	-3.57%	0.04%
1.51%	Lord, Abbett & Co. LLC	1,062,843	€49.3m	-12.6%	0.17%
1.47%	Wells Fargo & Company, Securities and Brokerage Investments	1,034,617	€48.0m	0.34%	0.02%
1.31%	Northern Trust Global Investments	921,697	€42.7m	-0.65%	0.01%
1.24%	JP Morgan Asset Management	869,451	€40.3m	-39.1%	0.01%
1.18%	Emerald Advisers, LLC	831,754	€38.6m	-0.87%	0.99%
1.16%	Charles Schwab Investment Management, Inc.	814,568	€37.8m	0%	0.01%
1.13%	Principal Global Investors, LLC	796,936	€36.9m	0.47%	0.02%
1.06%	Norges Bank Investment Management	743,268	€34.5m	39.2%	no data