A detailed history of Ever Source Wealth Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 123 shares of MC stock, worth $9,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 98 25.51%
Holding current value
$9,180
Previous $5,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$57.14 - $70.62 $1,428 - $1,765
25 Added 25.51%
123 $8,000
Q2 2024

Aug 13, 2024

BUY
$49.08 - $57.92 $687 - $810
14 Added 16.67%
98 $5,000
Q1 2024

Jun 11, 2024

BUY
$52.05 - $57.67 $1,301 - $1,441
25 Added 42.37%
84 $4,000
Q4 2023

Feb 09, 2024

BUY
$39.08 - $58.2 $1,719 - $2,560
44 Added 293.33%
59 $3,000
Q3 2023

Nov 03, 2023

SELL
$43.88 - $52.01 $175 - $208
-4 Reduced 21.05%
15 $0
Q2 2023

Aug 04, 2023

SELL
$34.22 - $46.53 $27,273 - $37,084
-797 Reduced 97.67%
19 $0
Q1 2023

May 11, 2023

SELL
$37.15 - $49.34 $8,470 - $11,249
-228 Reduced 21.84%
816 $31,000
Q4 2022

Feb 09, 2023

SELL
$34.56 - $46.39 $40,262 - $54,044
-1,165 Reduced 52.74%
1,044 $40,000
Q3 2022

Nov 07, 2022

SELL
$33.73 - $47.78 $3,575 - $5,064
-106 Reduced 4.58%
2,209 $75,000
Q2 2022

Aug 01, 2022

BUY
$38.18 - $48.0 $88,386 - $111,120
2,315 New
2,315 $91,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.55B
  • 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,...
More about MC
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