Advisor Group Holdings, Inc. Moelis & CO Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Moelis & CO stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 13,598 shares of MC stock, worth $861,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,598

Previous 13,817 1.59%

Holding current value

$861,433

Previous $861,000 12.54%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$64.0 - $77.75 $14,016 - $17,027	-219 Reduced 1.59%	13,598 $969,000
Q2 2025 Sep 04, 2025	BUY	$48.86 - $62.99 $64,788 - $83,524	1,326 Added 10.62%	13,817 $861,000
Q2 2025 Aug 13, 2025	BUY	$48.86 - $62.99 $67,377 - $86,863	1,379 Added 12.41%	12,491 $778,000
Q1 2025 May 12, 2025	BUY	$57.91 - $81.2 $538,041 - $754,429	9,291 Added 510.21%	11,112 $648,000
Q4 2024 Jun 06, 2025	SELL	$65.74 - $80.49 $44,505 - $54,491	-677 Reduced 6.09%	10,435 $770,000

Q4 2024 Feb 07, 2025	SELL	$65.74 - $80.49 $140,420 - $171,926	-2,136 Reduced 53.98%	1,821 $134,000
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

# of Institutions

437

Shares Held

76.4M

Call Options Held

142K

Put Options Held

95K

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $3.87B
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,...

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Advisor Group Holdings, Inc. Moelis & CO Transaction History