A detailed history of Atria Investments LLC transactions in Moelis & CO stock. As of the latest transaction made, Atria Investments LLC holds 25,197 shares of MC stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,197
Previous 24,090 4.6%
Holding current value
$1.88 Million
Previous $1.37 Million 26.08%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 01, 2024

BUY
$57.14 - $70.62 $63,253 - $78,176
1,107 Added 4.6%
25,197 $1.73 Million
Q2 2024

Aug 13, 2024

BUY
$49.08 - $57.92 $1.18 Million - $1.4 Million
24,090 New
24,090 $1.37 Million
Q3 2019

Nov 14, 2019

SELL
$31.55 - $36.67 $788,592 - $916,566
-24,995 Closed
0 $0
Q2 2019

Aug 26, 2019

BUY
$31.78 - $43.19 $794,341 - $1.08 Million
24,995 New
24,995 $802,000
Q2 2019

Aug 09, 2019

SELL
$31.78 - $43.19 $644,117 - $875,374
-20,268 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$34.57 - $47.1 $304,596 - $414,998
8,811 Added 76.9%
20,268 $843,000
Q4 2018

Feb 12, 2019

BUY
$32.96 - $55.62 $108,504 - $183,101
3,292 Added 40.32%
11,457 $394,000
Q3 2018

Oct 09, 2018

BUY
$54.8 - $63.7 $123,848 - $143,962
2,260 Added 38.27%
8,165 $447,000
Q2 2018

Jul 13, 2018

BUY
$50.0 - $66.95 $80,700 - $108,057
1,614 Added 37.61%
5,905 $346,000
Q1 2018

Apr 30, 2018

BUY
$48.05 - $54.3 $206,182 - $233,001
4,291 New
4,291 $218,000

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
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.