A detailed history of Creative Planning transactions in Moelis & CO stock. As of the latest transaction made, Creative Planning holds 5,800 shares of MC stock, worth $437,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,872 1.23%
Holding current value
$437,378
Previous $333,000 19.22%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$57.14 - $70.62 $4,114 - $5,084
-72 Reduced 1.23%
5,800 $397,000
Q2 2024

Aug 15, 2024

SELL
$49.08 - $57.92 $17,423 - $20,561
-355 Reduced 5.7%
5,872 $333,000
Q1 2024

May 10, 2024

BUY
$52.05 - $57.67 $8,380 - $9,284
161 Added 2.65%
6,227 $353,000
Q4 2023

Feb 14, 2024

SELL
$39.08 - $58.2 $6,448 - $9,603
-165 Reduced 2.65%
6,066 $340,000
Q3 2023

Nov 16, 2023

SELL
$43.88 - $52.01 $23,695 - $28,085
-540 Reduced 7.98%
6,231 $281,000
Q2 2023

Jul 21, 2023

BUY
$34.22 - $46.53 $231,703 - $315,054
6,771 New
6,771 $306,000
Q2 2022

Aug 15, 2022

SELL
$38.18 - $48.0 $12,408 - $15,600
-325 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$44.41 - $63.07 $14,433 - $20,497
325 New
325 $15,000
Q2 2021

Aug 04, 2021

SELL
$51.22 - $57.73 $1.12 Million - $1.26 Million
-21,805 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$45.93 - $57.96 $1 Million - $1.26 Million
21,805 New
21,805 $1.2 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 $4.6B
  • 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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