A detailed history of Advisor Group Holdings, Inc. transactions in Moelis & CO stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 3,957 shares of MC stock, worth $298,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,957
Previous 3,406 16.18%
Holding current value
$298,397
Previous $193,000 40.41%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$57.14 - $70.62 $31,484 - $38,911
551 Added 16.18%
3,957 $271,000
Q2 2024

Aug 13, 2024

SELL
$49.08 - $57.92 $48,392 - $57,109
-986 Reduced 22.45%
3,406 $193,000
Q1 2024

May 10, 2024

SELL
$52.05 - $57.67 $1.5 Million - $1.67 Million
-28,904 Reduced 86.81%
4,392 $249,000
Q4 2023

Feb 12, 2024

SELL
$39.08 - $58.2 $34,507 - $51,390
-883 Reduced 2.58%
33,296 $1.87 Million
Q3 2023

Nov 13, 2023

BUY
$43.88 - $52.01 $235,328 - $278,929
5,363 Added 18.61%
34,179 $1.54 Million
Q2 2023

Aug 10, 2023

BUY
$34.22 - $46.53 $252,920 - $343,903
7,391 Added 34.5%
28,816 $1.31 Million
Q1 2023

May 12, 2023

BUY
$37.15 - $49.34 $263,913 - $350,511
7,104 Added 49.61%
21,425 $823,000
Q4 2022

Feb 10, 2023

BUY
$34.56 - $46.39 $74,926 - $100,573
2,168 Added 17.84%
14,321 $549,000
Q3 2022

Nov 14, 2022

SELL
$33.73 - $47.78 $73,801 - $104,542
-2,188 Reduced 15.26%
12,153 $411,000
Q2 2022

Aug 10, 2022

BUY
$38.18 - $48.0 $40,928 - $51,456
1,072 Added 8.08%
14,341 $566,000
Q1 2022

May 04, 2022

BUY
$44.41 - $63.07 $190,296 - $270,254
4,285 Added 47.7%
13,269 $438,000
Q3 2021

Nov 05, 2021

BUY
$52.9 - $63.75 $153,304 - $184,747
2,898 Added 47.62%
8,984 $562,000
Q2 2021

Aug 02, 2021

SELL
$51.22 - $57.73 $65,868 - $74,240
-1,286 Reduced 17.44%
6,086 $347,000
Q1 2021

May 13, 2021

SELL
$45.93 - $57.96 $172,237 - $217,350
-3,750 Reduced 33.72%
7,372 $407,000
Q4 2020

Feb 10, 2021

SELL
$35.13 - $47.5 $478,962 - $647,615
-13,634 Reduced 55.07%
11,122 $519,000
Q3 2020

Nov 12, 2020

SELL
$28.95 - $35.14 $25,823 - $31,344
-892 Reduced 3.48%
24,756 $869,000
Q2 2020

Aug 14, 2020

SELL
$26.51 - $37.85 $78,893 - $112,641
-2,976 Reduced 10.4%
25,648 $799,000
Q1 2020

May 18, 2020

BUY
$23.83 - $39.95 $682,109 - $1.14 Million
28,624 New
28,624 $731,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.6B
  • 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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