Ken Fisher Moelis & CO Transaction History

Fisher Asset Management, LLC

$227 Billion
Q1 2025

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 353,469 shares of MC stock, worth $23.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

353,469

Previous 220,770 60.11%

Holding current value

$23.3 Million

Previous $16.3 Million 26.47%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$57.91 - $81.2 $7.68 Million - $10.8 Million	132,699 Added 60.11%	353,469 $20.6 Million
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

417

Shares Held

75.1M

Call Options Held

83.7K

Put Options Held

12.8K

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.01B
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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