A detailed history of Brinker Capital Investments, LLC transactions in Moelis & CO stock. As of the latest transaction made, Brinker Capital Investments, LLC holds 48,356 shares of MC stock, worth $3.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
48,356
Previous 13,322 262.98%
Holding current value
$3.25 Million
Previous $830,000 263.01%
% of portfolio
0.03%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 27, 2025

BUY
$48.86 - $62.99 $1.71 Million - $2.21 Million
35,034 Added 262.98%
48,356 $3.01 Million
Q2 2025

Aug 14, 2025

SELL
$48.86 - $62.99 $1.36 Million - $1.75 Million
-27,811 Reduced 67.61%
13,322 $830,000
Q1 2025

Jul 31, 2025

BUY
$57.91 - $81.2 $322,153 - $451,715
5,563 Added 15.64%
41,133 $2.4 Million
Q4 2024

Jul 31, 2025

SELL
$65.74 - $80.49 $162,180 - $198,568
-2,467 Reduced 6.49%
35,570 $2.63 Million
Q3 2024

Jul 31, 2025

SELL
$57.14 - $70.62 $127,079 - $157,058
-2,224 Reduced 5.52%
38,037 $2.61 Million
Q2 2024

Jul 31, 2025

SELL
$49.08 - $57.92 $176,638 - $208,454
-3,599 Reduced 8.21%
40,261 $2.29 Million
Q1 2024

Jul 31, 2025

SELL
$52.05 - $57.67 $102,486 - $113,552
-1,969 Reduced 4.3%
43,860 $2.49 Million
Q4 2023

Jul 31, 2025

SELL
$39.08 - $58.2 $110,596 - $164,706
-2,830 Reduced 5.82%
45,829 $2.57 Million
Q3 2023

Jul 31, 2025

SELL
$43.88 - $52.01 $188,552 - $223,486
-4,297 Reduced 8.11%
48,659 $2.2 Million
Q2 2023

Jul 31, 2025

SELL
$34.22 - $46.53 $151,799 - $206,407
-4,436 Reduced 7.73%
52,956 $2.4 Million
Q1 2023

Jul 31, 2025

SELL
$37.15 - $49.34 $132,736 - $176,291
-3,573 Reduced 5.86%
57,392 $2.21 Million
Q4 2022

Feb 06, 2023

BUY
$34.56 - $46.39 $179,815 - $241,367
5,203 Added 9.33%
60,965 $2.34 Million
Q3 2022

Nov 01, 2022

SELL
$33.73 - $47.78 $47,593 - $67,417
-1,411 Reduced 2.47%
55,762 $1.89 Million
Q2 2022

Jul 18, 2022

SELL
$38.18 - $48.0 $113,623 - $142,848
-2,976 Reduced 4.95%
57,173 $2.25 Million
Q1 2022

May 16, 2022

SELL
$44.41 - $63.07 $84,556 - $120,085
-1,904 Reduced 3.07%
60,149 $2.82 Million
Q4 2021

Feb 08, 2022

SELL
$59.14 - $76.98 $149,446 - $194,528
-2,527 Reduced 3.91%
62,053 $3.88 Million
Q2 2021

Aug 03, 2021

SELL
$51.22 - $57.73 $460 - $519
-9 Reduced 0.01%
64,580 $3.67 Million
Q1 2021

May 12, 2021

BUY
$45.93 - $57.96 $2.97 Million - $3.74 Million
64,589 New
64,589 $3.55 Million
Q4 2020

Feb 16, 2021

SELL
$35.13 - $47.5 $2.01 Million - $2.72 Million
-57,237 Closed
0 $0
Q3 2020

Dec 03, 2020

BUY
$28.95 - $35.14 $1.66 Million - $2.01 Million
57,237 New
57,237 $2.01 Million

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.09B
  • 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 Brinker Capital Investments, LLC Portfolio

Follow Brinker Capital 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 Brinker Capital Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brinker Capital Investments, LLC with notifications on news.