A detailed history of Envestnet Asset Management Inc transactions in Moelis & CO stock. As of the latest transaction made, Envestnet Asset Management Inc holds 354,760 shares of MC stock, worth $26.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
354,760
Previous 293,529 20.86%
Holding current value
$26.6 Million
Previous $16.7 Million 45.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$57.14 - $70.62 $3.5 Million - $4.32 Million
61,231 Added 20.86%
354,760 $24.3 Million
Q2 2024

Aug 08, 2024

BUY
$49.08 - $57.92 $3.06 Million - $3.62 Million
62,444 Added 27.02%
293,529 $16.7 Million
Q1 2024

May 13, 2024

BUY
$52.05 - $57.67 $2.49 Million - $2.76 Million
47,856 Added 26.12%
231,085 $13.1 Million
Q4 2023

Feb 13, 2024

BUY
$39.08 - $58.2 $841,548 - $1.25 Million
21,534 Added 13.32%
183,229 $10.3 Million
Q3 2023

Nov 13, 2023

BUY
$43.88 - $52.01 $1.64 Million - $1.94 Million
37,372 Added 30.06%
161,695 $7.3 Million
Q2 2023

Aug 04, 2023

BUY
$34.22 - $46.53 $296,824 - $403,601
8,674 Added 7.5%
124,323 $5.64 Million
Q1 2023

May 11, 2023

BUY
$37.15 - $49.34 $574,747 - $763,339
15,471 Added 15.44%
115,649 $4.45 Million
Q4 2022

Feb 07, 2023

BUY
$34.56 - $46.39 $91,100 - $122,284
2,636 Added 2.7%
100,178 $3.84 Million
Q3 2022

Nov 10, 2022

BUY
$33.73 - $47.78 $71,406 - $101,150
2,117 Added 2.22%
97,542 $3.3 Million
Q2 2022

Aug 03, 2022

BUY
$38.18 - $48.0 $648,143 - $814,848
16,976 Added 21.64%
95,425 $3.76 Million
Q1 2022

May 04, 2022

SELL
$44.41 - $63.07 $35,883 - $50,960
-808 Reduced 1.02%
78,449 $3.68 Million
Q4 2021

Feb 04, 2022

BUY
$59.14 - $76.98 $560,647 - $729,770
9,480 Added 13.59%
79,257 $4.95 Million
Q3 2021

Oct 07, 2021

BUY
$52.9 - $63.75 $99,716 - $120,168
1,885 Added 2.78%
69,777 $4.32 Million
Q2 2021

Aug 04, 2021

SELL
$51.22 - $57.73 $61,822 - $69,680
-1,207 Reduced 1.75%
67,892 $3.86 Million
Q1 2021

May 04, 2021

BUY
$45.93 - $57.96 $191,206 - $241,287
4,163 Added 6.41%
69,099 $3.79 Million
Q4 2020

Feb 02, 2021

SELL
$35.13 - $47.5 $13,560 - $18,335
-386 Reduced 0.59%
64,936 $3.04 Million
Q3 2020

Oct 09, 2020

SELL
$28.95 - $35.14 $216,343 - $262,601
-7,473 Reduced 10.27%
65,322 $2.3 Million
Q2 2020

Jul 08, 2020

BUY
$26.51 - $37.85 $598,622 - $854,690
22,581 Added 44.97%
72,795 $2.27 Million
Q1 2020

Apr 23, 2020

BUY
$23.83 - $39.95 $582,786 - $977,017
24,456 Added 94.95%
50,214 $1.41 Million
Q4 2019

Feb 11, 2020

BUY
$29.99 - $35.94 $397,277 - $476,097
13,247 Added 105.88%
25,758 $822,000
Q3 2019

Oct 17, 2019

SELL
$31.55 - $36.67 $11,894 - $13,824
-377 Reduced 2.93%
12,511 $411,000
Q2 2019

Aug 02, 2019

BUY
$31.78 - $43.19 $248,996 - $338,393
7,835 Added 155.06%
12,888 $450,000
Q1 2019

May 10, 2019

SELL
$34.57 - $47.1 $32,495 - $44,274
-940 Reduced 15.68%
5,053 $210,000
Q4 2018

Feb 13, 2019

BUY
$32.96 - $55.62 $197,529 - $333,330
5,993 New
5,993 $206,000
Q3 2018

Nov 14, 2018

SELL
$54.8 - $63.7 $11,727 - $13,631
-214 Closed
0 $0
Q1 2018

May 09, 2018

BUY
$48.05 - $54.3 $10,282 - $11,620
214 New
214 $11,000
Q3 2017

Nov 13, 2017

SELL
$38.3 - $43.3 $5,093 - $5,758
-133 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
133
133 $5,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.57B
  • 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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