Belpointe Asset Management LLC Moelis & CO Transaction History

Belpointe Asset Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$37.15 - $49.34 $2,711 - $3,601	-73 Reduced 4.06%	1,727 $66,000
Q4 2022 Feb 08, 2023	BUY	$34.56 - $46.39 $62,208 - $83,502	1,800 New	1,800 $69,000
Q2 2022 Aug 02, 2022	SELL	$38.18 - $48.0 $167,572 - $210,672	-4,389 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$44.41 - $63.07 $2,931 - $4,162	66 Added 1.53%	4,389 $207,000
Q4 2021 Feb 15, 2022	BUY	$59.14 - $76.98 $2,129 - $2,771	36 Added 0.84%	4,323 $271,000
Q3 2021 Nov 15, 2021	BUY	$52.9 - $63.75 $43,219 - $52,083	817 Added 23.54%	4,287 $264,000
Q2 2021 Aug 09, 2021	BUY	$51.22 - $57.73 $177,733 - $200,323	3,470 New	3,470 $197,000

358

69.9M

126K

65.3K

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,...

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

Stay updated on Belpointe Asset Management LLC with notifications on news.