Ken Fisher Moelis & CO Transaction History

Fisher Asset Management, LLC

$247 Billion
Q4 2024

A detailed history of Ken Fisher (Fisher Asset Management, LLC) transactions in Moelis & CO stock. As of the latest transaction made, Fisher Asset Management, LLC holds 220,770 shares of MC stock, worth $17.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

220,770

Previous 62,570 252.84%

Holding current value

$17.4 Million

Previous $4.29 Million 280.54%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$65.74 - $80.49 $10.4 Million - $12.7 Million	158,200 Added 252.84%	220,770 $16.3 Million
Q3 2024 Nov 12, 2024	BUY	$57.14 - $70.62 $12,570 - $15,536	220 Added 0.35%	62,570 $4.29 Million
Q2 2024 Aug 14, 2024	SELL	$49.08 - $57.92 $590,334 - $696,661	-12,028 Reduced 16.17%	62,350 $3.55 Million
Q1 2024 May 09, 2024	BUY	$52.05 - $57.67 $365,026 - $404,439	7,013 Added 10.41%	74,378 $4.22 Million
Q4 2023 Feb 06, 2024	SELL	$39.08 - $58.2 $210,875 - $314,047	-5,396 Reduced 7.42%	67,365 $3.78 Million
Q3 2023 Nov 13, 2023	BUY	$43.88 - $52.01 $247,702 - $293,596	5,645 Added 8.41%	72,761 $3.28 Million
Q2 2023 Dec 12, 2023	SELL	$34.22 - $46.53 $193,171 - $262,661	-5,645 Reduced 7.76%	67,116 $3.04 Million
Q2 2023 Aug 08, 2023	SELL	$34.22 - $46.53 $368,549 - $501,128	-10,770 Reduced 13.83%	67,116 $3.04 Million
Q1 2023 Dec 12, 2023	BUY	$37.15 - $49.34 $191,025 - $253,706	5,142 Added 7.07%	77,903 $2.99 Million
Q1 2023 May 01, 2023	BUY	$37.15 - $49.34 $28,865 - $38,337	777 Added 1.01%	77,886 $2.99 Million
Q4 2022 Feb 03, 2023	BUY	$34.56 - $46.39 $1.35 Million - $1.81 Million	39,052 Added 102.61%	77,109 $2.96 Million
Q3 2022 Nov 08, 2022	BUY	$33.73 - $47.78 $1.28 Million - $1.82 Million	38,057 New	38,057 $1.29 Million

Others Institutions Holding MC

# of Institutions

368

Shares Held

71.1M

Call Options Held

126K

Put Options Held

65.3K

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.81B
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,...

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