Cambridge Investment Research Advisors, Inc. Moelis & CO Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$34.22 - $46.53 $26,041 - $35,409	761 Added 6.52%	12,438 $564,000
Q1 2023 May 11, 2023	SELL	$37.15 - $49.34 $5,163 - $6,858	-139 Reduced 1.18%	11,677 $449,000
Q4 2022 Feb 08, 2023	BUY	$34.56 - $46.39 $1,105 - $1,484	32 Added 0.27%	11,816 $453,000
Q3 2022 Oct 17, 2022	BUY	$33.73 - $47.78 $182,715 - $258,824	5,417 Added 85.08%	11,784 $398,000
Q2 2022 Jul 13, 2022	SELL	$38.18 - $48.0 $42,417 - $53,328	-1,111 Reduced 14.86%	6,367 $250,000
Q1 2022 May 12, 2022	BUY	$44.41 - $63.07 $162,229 - $230,394	3,653 Added 95.5%	7,478 $351,000
Q4 2021 Feb 03, 2022	BUY	$59.14 - $76.98 $226,210 - $294,448	3,825 New	3,825 $239,000

Others Institutions Holding MC

# of Institutions

358

Shares Held

69.9M

Call Options Held

126K

Put Options Held

65.3K

Black Rock Inc. New York, NY

8.15M
Shares

$615 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

8.05M
Shares

$607 Million
0.01% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

7.23M
Shares

$546 Million
1.13% of portfolio
London CO Of Virginia Richmond, VA

3.69M
Shares

$278 Million
1.36% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

2.85M
Shares

$215 Million
0.97% of portfolio

View Full List

About Moelis & Co

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,...

More about MC

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