A detailed history of Diversify Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 29,756 shares of MC stock, worth $2.29 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
29,756
Previous 26,694 11.47%
Holding current value
$2.29 Million
Previous $1.59 Billion 27.37%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 25, 2024

BUY
$57.14 - $70.62 $174,962 - $216,238
3,062 Added 11.47%
29,756 $2.03 Billion
Q2 2024

Aug 08, 2024

BUY
$49.08 - $57.92 $1.31 Million - $1.55 Million
26,694 New
26,694 $1.59 Billion

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.7B
  • 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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