Charles Schwab Investment Management Inc Moelis & CO Transaction History

Charles Schwab Investment Management Inc

  • $601 Billion
  • Q3 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Moelis & CO stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 3,127,782 shares of MC stock, worth $198 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,127,782
Previous 3,080,123 1.55%
Holding current value
$198 Million
Previous $192 Million 16.21%
% of portfolio
0.04%
Previous 0.03%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$64.0 - $77.75 $3.05 Million - $3.71 Million
47,659 Added 1.55%
3,127,782 $223 Million
Q2 2025

Aug 12, 2025
BUY
$48.86 - $62.99 $6.73 Million - $8.68 Million
137,824 Added 4.68%
3,080,123 $192 Million
Q1 2025

Sep 15, 2025
SELL
$57.91 - $81.2 $7.98 Million - $11.2 Million
-137,824 Reduced 4.47%
2,942,299 $172 Million
Q1 2025

May 09, 2025
BUY
$57.91 - $81.2 $116 Million - $163 Million
2,006,747 Added 214.5%
2,942,299 $172 Million
Q4 2024

Feb 06, 2025
BUY
$65.74 - $80.49 $830,427 - $1.02 Million
12,632 Added 1.37%
935,552 $69.1 Million
Q3 2024

Nov 12, 2024
BUY
$57.14 - $70.62 $961,666 - $1.19 Million
16,830 Added 1.86%
922,920 $63.2 Million
Q2 2024

Aug 12, 2024
BUY
$49.08 - $57.92 $3.08 Million - $3.63 Million
62,712 Added 7.44%
906,090 $51.5 Million
Q1 2024

May 08, 2024
BUY
$52.05 - $57.67 $1.5 Million - $1.66 Million
28,810 Added 3.54%
843,378 $47.9 Million
Q4 2023

Feb 06, 2024
BUY
$39.08 - $58.2 $853,468 - $1.27 Million
21,839 Added 2.75%
814,568 $45.7 Million
Q3 2023

Nov 08, 2023
BUY
$43.88 - $52.01 $1.86 Million - $2.21 Million
42,424 Added 5.65%
792,729 $35.8 Million
Q2 2023

Aug 09, 2023
BUY
$34.22 - $46.53 $1.54 Million - $2.09 Million
44,993 Added 6.38%
750,305 $34 Million
Q1 2023

May 11, 2023
BUY
$37.15 - $49.34 $738,504 - $980,829
19,879 Added 2.9%
705,312 $27.1 Million
Q4 2022

Feb 13, 2023
BUY
$34.56 - $46.39 $1.27 Million - $1.7 Million
36,667 Added 5.65%
685,433 $26.3 Million
Q3 2022

Nov 14, 2022
BUY
$33.73 - $47.78 $1.2 Million - $1.69 Million
35,432 Added 5.78%
648,766 $21.9 Million
Q2 2022

Aug 15, 2022
BUY
$38.18 - $48.0 $433,419 - $544,896
11,352 Added 1.89%
613,334 $24.1 Million
Q1 2022

May 13, 2022
BUY
$44.41 - $63.07 $1.1 Million - $1.57 Million
24,836 Added 4.3%
601,982 $28.3 Million
Q4 2021

Feb 11, 2022
BUY
$59.14 - $76.98 $3.01 Million - $3.92 Million
50,959 Added 9.68%
577,146 $36.1 Million
Q3 2021

Nov 16, 2021
BUY
$52.9 - $63.75 $86,756 - $104,550
1,640 Added 0.31%
526,187 $32.6 Million
Q2 2021

Aug 16, 2021
BUY
$51.22 - $57.73 $2.27 Million - $2.56 Million
44,351 Added 9.24%
524,547 $29.8 Million
Q1 2021

May 17, 2021
BUY
$45.93 - $57.96 $804,647 - $1.02 Million
17,519 Added 3.79%
480,196 $26.4 Million
Q4 2020

Feb 16, 2021
BUY
$35.13 - $47.5 $300,045 - $405,697
8,541 Added 1.88%
462,677 $21.6 Million
Q3 2020

Nov 13, 2020
BUY
$28.95 - $35.14 $82,768 - $100,465
2,859 Added 0.63%
454,136 $16 Million
Q2 2020

Aug 14, 2020
BUY
$26.51 - $37.85 $835,727 - $1.19 Million
31,525 Added 7.51%
451,277 $14.1 Million
Q1 2020

May 15, 2020
BUY
$23.83 - $39.95 $776,595 - $1.3 Million
32,589 Added 8.42%
419,752 $11.8 Million
Q4 2019

Feb 07, 2020
BUY
$29.99 - $35.94 $947,654 - $1.14 Million
31,599 Added 8.89%
387,163 $12.4 Million
Q3 2019

Nov 08, 2019
BUY
$31.55 - $36.67 $1.01 Million - $1.17 Million
32,036 Added 9.9%
355,564 $11.7 Million
Q2 2019

Aug 09, 2019
BUY
$31.78 - $43.19 $1.53 Million - $2.07 Million
48,020 Added 17.43%
323,528 $11.3 Million
Q1 2019

May 14, 2019
BUY
$34.57 - $47.1 $1.02 Million - $1.39 Million
29,446 Added 11.97%
275,508 $11.5 Million
Q4 2018

Feb 14, 2019
SELL
$32.96 - $55.62 $41,694 - $70,359
-1,265 Reduced 0.51%
246,062 $8.46 Million
Q3 2018

Nov 13, 2018
BUY
$54.8 - $63.7 $2.61 Million - $3.03 Million
47,539 Added 23.79%
247,327 $13.6 Million
Q2 2018

Aug 08, 2018
BUY
$50.0 - $66.95 $1.46 Million - $1.95 Million
29,147 Added 17.08%
199,788 $11.7 Million
Q1 2018

May 07, 2018
BUY
$48.05 - $54.3 $537,919 - $607,888
11,195 Added 7.02%
170,641 $8.68 Million
Q4 2017

Jan 17, 2018
BUY
$41.6 - $49.8 $197,683 - $236,649
4,752 Added 3.07%
159,446 $7.73 Million
Q3 2017

Nov 13, 2017
BUY
$38.3 - $43.3 $5.92 Million - $6.7 Million
154,694
154,694 $6.66 Million

Others Institutions Holding MC

# of Institutions
436
Shares Held
76.4M
Call Options Held
142K
Put Options Held
95K
View Full List

About Moelis & Co

MC Quotes by TradingView
  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $3.87B
  • 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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