Disciplined Investments, LLC Moelis & CO Transaction History

Disciplined Investments, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$34.22 - $46.53 $34 - $46	-1 Reduced 10.0%	9 $0
Q1 2023 May 10, 2023	BUY	$37.15 - $49.34 $37 - $49	1 Added 11.11%	10 $0
Q4 2022 Feb 01, 2023	BUY	$34.56 - $46.39 $103 - $139	3 Added 50.0%	9 $0
Q3 2022 Nov 03, 2022	SELL	$33.73 - $47.78 $33 - $47	-1 Reduced 14.29%	6 $0
Q2 2022 Aug 09, 2022	SELL	$38.18 - $48.0 $76 - $96	-2 Reduced 22.22%	7 $0

Q1 2022 Apr 22, 2022	BUY	$44.41 - $63.07 $399 - $567	9 New	9 $0

324

71.5M

36.4K

28.5K

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $3.55B
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,...

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