Alps Advisors Inc Moelis & CO Transaction History

Alps Advisors Inc

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$34.22 - $46.53 $985,159 - $1.34 Million	28,789 Added 45.15%	92,552 $4.2 Million
Q1 2023 May 10, 2023	BUY	$37.15 - $49.34 $260,941 - $346,564	7,024 Added 12.38%	63,763 $2.45 Million
Q4 2022 Feb 14, 2023	BUY	$34.56 - $46.39 $201,381 - $270,314	5,827 Added 11.45%	56,739 $2.18 Million
Q3 2022 Nov 14, 2022	BUY	$33.73 - $47.78 $419,533 - $594,287	12,438 Added 32.33%	50,912 $1.72 Million
Q2 2022 Aug 11, 2022	BUY	$38.18 - $48.0 $1.47 Million - $1.85 Million	38,474 New	38,474 $1.51 Million

Q1 2022 May 16, 2022	SELL	$44.41 - $63.07 $267,081 - $379,302	-6,014 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$59.14 - $76.98 $7,096 - $9,237	120 Added 2.04%	6,014 $376,000
Q3 2021 Nov 15, 2021	SELL	$52.9 - $63.75 $5,501 - $6,630	-104 Reduced 1.73%	5,894 $365,000
Q1 2021 May 07, 2021	BUY	$45.93 - $57.96 $275,488 - $347,644	5,998 New	5,998 $329,000
Q3 2019 Nov 04, 2019	SELL	$31.55 - $36.67 $274,800 - $319,395	-8,710 Closed	0 $0
Q2 2019 Aug 07, 2019	SELL	$31.78 - $43.19 $14,618 - $19,867	-460 Reduced 5.02%	8,710 $304,000
Q1 2019 May 01, 2019	SELL	$34.57 - $47.1 $91,575 - $124,767	-2,649 Reduced 22.41%	9,170 $382,000
Q2 2018 Jul 25, 2018	BUY	$50.0 - $66.95 $590,950 - $791,282	11,819 New	11,819 $573,000
Q1 2018 May 01, 2018	SELL	$48.05 - $54.3 $567,902 - $641,771	-11,819 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$38.3 - $43.3 $452,667 - $511,762	11,819	11,819 $509,000

325

71.5M

36.4K

28.5K

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $3.54B
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,...

Get notified when there are updates to the investment portfolio of Alps Advisors Inc, based on Form 13F filings with the SEC.

Stay updated on Alps Advisors Inc with notifications on news.