A detailed history of Allworth Financial LP transactions in Moelis & CO stock. As of the latest transaction made, Allworth Financial LP holds 31 shares of MC stock, worth $2,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 31 -0.0%
Holding current value
$2,315
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023

BUY
$34.22 - $46.53 $718 - $977
21 Added 210.0%
31 $1,000
Q1 2023

Apr 18, 2023

SELL
$37.15 - $49.34 $185 - $246
-5 Reduced 33.33%
10 $0
Q4 2022

Jan 13, 2023

SELL
$34.56 - $46.39 $622 - $835
-18 Reduced 54.55%
15 $0
Q3 2022

Oct 18, 2022

BUY
$33.73 - $47.78 $742 - $1,051
22 Added 200.0%
33 $1,000
Q2 2022

Jul 13, 2022

BUY
$38.18 - $48.0 $419 - $528
11 New
11 $0
Q4 2021

Jan 21, 2022

SELL
$59.14 - $76.98 $4,849 - $6,312
-82 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$52.9 - $63.75 $4,337 - $5,227
82 New
82 $5,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.56B
  • 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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