A detailed history of Capital Investment Advisory Services, LLC transactions in Moelis & CO stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 6,542 shares of MC stock, worth $493,332. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,542
Previous 6,738 2.91%
Holding current value
$493,332
Previous $383,000 16.97%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 30, 2024

SELL
$57.14 - $70.62 $11,199 - $13,841
-196 Reduced 2.91%
6,542 $448,000
Q2 2024

Aug 14, 2024

BUY
$49.08 - $57.92 $294 - $347
6 Added 0.09%
6,738 $383,000
Q1 2024

Apr 25, 2024

BUY
$52.05 - $57.67 $208 - $230
4 Added 0.06%
6,732 $382,000
Q4 2023

Feb 01, 2024

BUY
$39.08 - $58.2 $27,551 - $41,031
705 Added 11.71%
6,728 $377,000
Q3 2023

Nov 02, 2023

BUY
$43.88 - $52.01 $11,233 - $13,314
256 Added 4.44%
6,023 $271,000
Q2 2023

Jul 28, 2023

BUY
$34.22 - $46.53 $205 - $279
6 Added 0.1%
5,767 $261,000
Q1 2023

Apr 21, 2023

BUY
$37.15 - $49.34 $222 - $296
6 Added 0.1%
5,761 $221,000
Q4 2022

Feb 03, 2023

SELL
$34.56 - $46.39 $17,072 - $22,916
-494 Reduced 7.91%
5,755 $220,000
Q3 2022

Oct 26, 2022

SELL
$33.73 - $47.78 $3,170 - $4,491
-94 Reduced 1.48%
6,249 $211,000
Q2 2022

Jul 22, 2022

BUY
$38.18 - $48.0 $44,097 - $55,440
1,155 Added 22.26%
6,343 $250,000
Q1 2022

May 03, 2022

BUY
$44.41 - $63.07 $37,881 - $53,798
853 Added 19.68%
5,188 $244,000
Q4 2021

Feb 01, 2022

BUY
$59.14 - $76.98 $256,371 - $333,708
4,335 New
4,335 $271,000
Q3 2019

Oct 17, 2019

SELL
$31.55 - $36.67 $5,836 - $6,783
-185 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
$31.78 - $43.19 $5,879 - $7,990
185 New
185 $6,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.6B
  • 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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