A detailed history of Adirondack Retirement Specialists, Inc. transactions in Moelis & CO stock. As of the latest transaction made, Adirondack Retirement Specialists, Inc. holds 81,120 shares of MC stock, worth $5.99 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
81,120
Previous 147,128 44.86%
Holding current value
$5.99 Million
Previous $6.67 Million 45.13%
% of portfolio
3.35%
Previous 5.91%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023

SELL
$43.88 - $52.01 $2.9 Million - $3.43 Million
-66,008 Reduced 44.86%
81,120 $3.66 Million
Q2 2023

Jul 27, 2023

SELL
$34.22 - $46.53 $998,539 - $1.36 Million
-29,180 Reduced 16.55%
147,128 $6.67 Million
Q1 2023

Apr 06, 2023

SELL
$37.15 - $49.34 $4.52 Million - $6 Million
-121,680 Reduced 40.83%
176,308 $6.78 Million
Q4 2022

Feb 06, 2023

SELL
$34.56 - $46.39 $1.4 Million - $1.88 Million
-40,603 Reduced 11.99%
297,988 $11.4 Million
Q3 2022

Nov 07, 2022

SELL
$33.73 - $47.78 $2.87 Million - $4.06 Million
-85,048 Reduced 20.08%
338,591 $11.4 Million
Q2 2022

Jul 22, 2022

BUY
$38.18 - $48.0 $8.97 Million - $11.3 Million
235,031 Added 124.61%
423,639 $16.5 Million
Q1 2022

Apr 12, 2022

SELL
$44.41 - $63.07 $1.57 Million - $2.24 Million
-35,447 Reduced 15.82%
188,608 $19.6 Million
Q4 2021

Jan 19, 2022

SELL
$59.14 - $76.98 $1.16 Million - $1.51 Million
-19,655 Reduced 8.06%
224,055 $14 Million
Q3 2021

Oct 15, 2021

BUY
$52.9 - $63.75 $3.89 Million - $4.68 Million
73,448 Added 43.14%
243,710 $15.1 Million
Q2 2021

Jul 22, 2021

BUY
$51.22 - $57.73 $164,928 - $185,890
3,220 Added 1.93%
170,262 $16.2 Million
Q1 2021

May 12, 2021

SELL
$45.93 - $57.96 $5.98 Million - $7.54 Million
-130,153 Reduced 43.79%
167,042 $16.2 Million
Q4 2020

Feb 16, 2021

BUY
$35.13 - $47.5 $10.4 Million - $14.1 Million
297,195 New
297,195 $13.9 Million

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.5B
  • Description
  • Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...
More about MC
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