A detailed history of Curated Wealth Partners LLC transactions in Moelis & CO stock. As of the latest transaction made, Curated Wealth Partners LLC holds 8,613 shares of MC stock, worth $640,807. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,613
Previous 8,987 4.16%
Holding current value
$640,807
Previous $511,000 15.46%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 04, 2024

SELL
$57.14 - $70.62 $21,370 - $26,411
-374 Reduced 4.16%
8,613 $590,000
Q2 2024

Jul 12, 2024

BUY
$49.08 - $57.92 $441,081 - $520,527
8,987 New
8,987 $511,000
Q4 2023

Jan 08, 2024

SELL
$39.08 - $58.2 $7,737 - $11,523
-198 Reduced 2.02%
9,622 $540,000
Q4 2022

Jan 30, 2023

SELL
$34.56 - $46.39 $3,836 - $5,149
-111 Reduced 1.12%
9,820 $376,000
Q3 2022

Oct 13, 2022

BUY
$33.73 - $47.78 $105,676 - $149,694
3,133 Added 46.09%
9,931 $336,000
Q2 2022

Jul 27, 2022

SELL
$38.18 - $48.0 $15,310 - $19,248
-401 Reduced 5.57%
6,798 $268,000
Q1 2021

May 14, 2021

BUY
$45.93 - $57.96 $27,695 - $34,949
603 Added 9.14%
7,199 $395,000
Q4 2020

Feb 16, 2021

BUY
$35.13 - $47.5 $231,717 - $313,310
6,596 New
6,596 $308,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.54B
  • 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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