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The company

Moelis & Company

MC · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

MC stood above a rising 150-day average in 15 of the last 52 weekly readings, and has been out of that trend for the last 12 weeks. It is 14.7% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 12
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$1.3M
Officials’ trades on record
6
Institutions holding
369 (-3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 15 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$4.5M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

6 disclosed lines: House 1, Senate 0, executive 5; 2 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k29 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k15 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k30 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k4 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k26 Feb 2026filed 14 May 2026
Donna E. Shalala House: U.S. House ClerkFL27sold$1k–$15k9 Jan 2019filed 27 Apr 2020

Insiders

Buy orders, 12 months0
Sale orders, 12 months3
Buyers · sellers0 · 2
WhoDidSharesTraded
Kenneth ShropshireDirectorsold1,881at $69.0627 Aug 2026filed 31 Aug 2026
Osamu R. WatanabeGeneral Counsel, Secretarysold4,850at $69.304 Aug 2026filed 6 Aug 2026
Osamu R. WatanabeGeneral Counsel, Secretarysold2,765at $62.2319 Feb 2026filed 23 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders369-3 on the quarter
New · exited57 · 57
Reported value$5.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20269,057,944$592.6M+255,835+2.9%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCreduced · filed 13 Aug 20265,412,938$354.1M-364,835−6.3%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20264,487,258$293.6M-141,425−3.1%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20263,351,361$219.2M+36,321+1.1%
WASATCH ADVISORS LPreduced · filed 10 Jul 20263,246,593$212.4M-496,031−13.3%
STATE STREET CORPadded · filed 7 Aug 20263,044,858$199.2M+123,729+4.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCadded · filed 14 Aug 20262,955,235$193.3M+252,053+9.3%
Sixth Street Partners Management Company, L.P.new · filed 14 Aug 20262,955,235$193.3M+2,955,235
LONDON CO OF VIRGINIAreduced · filed 14 Aug 20262,791,199$182.6M-112,748−3.9%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20262,359,476$154.4M+190,223+8.8%
31 Mar 2023 – 30 Jun 2026
201284366Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Christopher Callesano Company insiderChief Financial Officer · last 17 Sep 20260 · 14
Ciafone Katherine Pilcher Company insiderChief Operating Officer · last 17 Sep 20260 · 3
Eric Cantor Company insiderVice Chairman, MD · last 17 Sep 20260 · 2
Kenneth Shropshire Company insiderDirector · last 17 Sep 20260 · 8
Laila Worrell Company insiderDirector · last 17 Sep 20260 · 0
Louise Mirrer Company insiderDirector · last 17 Sep 20260 · 0
Nick Riehl Company insiderPrincipal Accounting Officer · last 17 Sep 20260 · 0
Osamu R. Watanabe Company insiderGeneral Counsel, Secretary · last 17 Sep 20260 · 24
Thorold Barker Company insiderDirector · last 17 Sep 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 29 Jul 20262 · 3
Kenneth Moelis Company insiderExecutive Chairman · last 18 Feb 20260 · 69
Jeffrey Raich Company insiderExecutive Vice Chairman, MD · last 9 Feb 20260 · 35

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash and equivalentsFY 2025 · to 31 Dec 2025$508.6M
Free cash flowFY 2025 · to 31 Dec 2025$540.0M

Analyst forecasts

No analyst forecasts yet.