A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Moelis & CO stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 8,373 shares of MC stock, worth $625,379. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,373
Previous 4,481 86.86%
Holding current value
$625,379
Previous $254,000 125.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024

BUY
$57.14 - $70.62 $222,388 - $274,853
3,892 Added 86.86%
8,373 $573,000
Q2 2024

Jul 16, 2024

SELL
$49.08 - $57.92 $196 - $231
-4 Reduced 0.09%
4,481 $254,000
Q1 2024

May 06, 2024

SELL
$52.05 - $57.67 $2,550 - $2,825
-49 Reduced 1.08%
4,485 $254,000
Q4 2023

Feb 07, 2024

SELL
$39.08 - $58.2 $6,330 - $9,428
-162 Reduced 3.45%
4,534 $254,000
Q3 2023

Nov 13, 2023

BUY
$43.88 - $52.01 $206,060 - $244,238
4,696 New
4,696 $211,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.56B
  • 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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