Global Wealth Management Investment Advisory, Inc. Moelis & CO Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$28.95 - $35.14 $173 - $210	-6 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$23.83 - $39.95 $142 - $239	-6 Reduced 50.0%	6 $0
Q4 2019 Feb 14, 2020	BUY	$29.99 - $35.94 $179 - $215	6 Added 100.0%	12 $0
Q3 2019 Nov 14, 2019	SELL	$31.55 - $36.67 $1,262 - $1,466	-40 Reduced 86.96%	6 $0
Q2 2019 Aug 20, 2019	BUY	$31.78 - $43.19 $1,461 - $1,986	46 New	46 $2,000

Others Institutions Holding MC

# of Institutions

356

Shares Held

70.2M

Call Options Held

126K

Put Options Held

65.3K

Black Rock Inc. New York, NY

8.15M
Shares

$609 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

8.05M
Shares

$601 Million
0.01% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

7.23M
Shares

$540 Million
1.13% of portfolio
London CO Of Virginia Richmond, VA

3.69M
Shares

$276 Million
1.36% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

2.85M
Shares

$213 Million
0.97% of portfolio

View Full List

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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