Moelis Ownership

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

Recent Insider Transactions

NYSE:MC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Mar 24	SellUS$3,797,017	Navid Mahmoodzadegan	Individual	70,255	US$54.11
01 Mar 24	SellUS$4,274,570	Kenneth Moelis	Individual	79,000	US$54.11
29 Feb 24	SellUS$2,424,623	Jeffrey Raich	Individual	44,710	US$54.23
29 Feb 24	SellUS$464,056	Joseph Simon	Individual	8,573	US$54.13
23 Feb 24	SellUS$20,295	Kenneth Moelis	Individual	369	US$55.00
21 Feb 24	SellUS$3,644,807	Navid Mahmoodzadegan	Individual	65,954	US$55.82
21 Feb 24	SellUS$6,747,370	Kenneth Moelis	Individual	128,277	US$52.60
09 Feb 24	SellUS$586,428	Joseph Simon	Individual	10,720	US$54.90
08 Feb 24	SellUS$55,734	Christopher Callesano	Individual	1,040	US$53.59
13 Nov 23	SellUS$3,885,134	Kenneth Moelis	Individual	93,063	US$42.20
10 Aug 23	SellUS$68,144	Kenneth Shropshire	Individual	1,417	US$48.09
02 Aug 23	SellUS$537,342	Elizabeth Crain	Individual	11,176	US$48.10

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of MC?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	9,023	0.0123%
State or Government	21,715	0.0297%
Individual Insiders	359,762	0.491%
Institutions	72,828,861	99.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.2%.

Top Shareholders

Top 25 shareholders own 82.24% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.4%	BlackRock, Inc.	8,002,597	US$427.9m	2.71%	0.01%
11.1%	The Vanguard Group, Inc.	7,772,642	US$415.6m	-0.19%	0.01%
10.1%	Kayne Anderson Rudnick Investment Management, LLC	7,081,890	US$378.7m	-2.71%	0.82%
4.93%	The London Company of Virginia, LLC	3,466,566	US$185.4m	1.42%	0.94%
4.86%	Wasatch Advisors LP	3,417,643	US$182.8m	4.9%	0.64%
4.59%	Goldman Sachs Group, Investment Banking and Securities Investments	3,229,811	US$172.7m	11.9%	0.08%
4.23%	Timucuan Asset Management Inc	2,977,227	US$159.2m	-2.41%	4.86%
3.64%	State Street Global Advisors, Inc.	2,560,694	US$136.9m	2.45%	0.01%
3.01%	AllianceBernstein L.P.	2,117,397	US$113.2m	-5.42%	0.03%
2.64%	Heard Capital LLC	1,858,119	US$99.4m	-0.31%	6.31%
2%	Geode Capital Management, LLC	1,409,016	US$75.3m	5.14%	0.01%
1.99%	Madison Investment Holdings, Inc	1,399,649	US$74.8m	4.51%	0.91%
1.61%	HighTower Advisors, LLC	1,135,195	US$60.7m	2.16%	0.09%
1.6%	Dimensional Fund Advisors LP	1,123,921	US$60.1m	-6.27%	0.01%
1.6%	Westwood Management Corp.	1,122,386	US$60.0m	-13.7%	0.45%
1.58%	Columbia Management Investment Advisers, LLC	1,108,431	US$59.3m	3.71%	0.01%
1.53%	Artisan Partners Limited Partnership	1,079,047	US$57.7m	-3.57%	0.04%
1.51%	Lord, Abbett & Co. LLC	1,062,843	US$56.8m	-12.6%	0.17%
1.47%	Wells Fargo & Company, Securities and Brokerage Investments	1,034,617	US$55.3m	0.34%	0.02%
1.31%	Northern Trust Global Investments	921,697	US$49.3m	-0.65%	0.01%
1.24%	JP Morgan Asset Management	869,451	US$46.5m	-39.1%	0.01%
1.18%	Emerald Advisers, LLC	831,754	US$44.5m	-0.87%	0.99%
1.16%	Charles Schwab Investment Management, Inc.	814,568	US$43.6m	0%	0.01%
1.06%	Norges Bank Investment Management	743,268	US$39.7m	39.2%	no data
1.02%	BNY Mellon Asset Management	720,800	US$38.5m	-3.9%	0.01%