A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Moelis & CO stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,485 shares of MC stock, worth $260,488. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,485
Previous 4,534 1.08%
Holding current value
$260,488
Previous $254,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $3.54B
  • 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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