A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Moelis & CO stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 29,874 shares of MC stock, worth $1.98 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
29,874
Previous 31,698 5.75%
Holding current value
$1.98 Million
Previous $1.8 Million 5.61%
% of portfolio
0.09%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$49.08 - $57.92 $89,521 - $105,646
-1,824 Reduced 5.75%
29,874 $1.7 Million
Q1 2024

Apr 17, 2024

SELL
$52.05 - $57.67 $106,754 - $118,281
-2,051 Reduced 6.08%
31,698 $1.8 Million
Q4 2023

Jan 10, 2024

BUY
$39.08 - $58.2 $13,678 - $20,370
350 Added 1.05%
33,749 $1.89 Million
Q3 2023

Oct 27, 2023

SELL
$43.88 - $52.01 $34,489 - $40,879
-786 Reduced 2.3%
33,399 $1.51 Million
Q2 2023

Aug 09, 2023

BUY
$34.22 - $46.53 $144,887 - $197,008
4,234 Added 14.14%
34,185 $1.55 Million
Q1 2023

Apr 20, 2023

BUY
$37.15 - $49.34 $189,465 - $251,634
5,100 Added 20.52%
29,951 $1.15 Million
Q4 2022

Jan 12, 2023

BUY
$34.56 - $46.39 $142,560 - $191,358
4,125 Added 19.9%
24,851 $954,000
Q3 2022

Nov 14, 2022

BUY
$33.73 - $47.78 $151,650 - $214,818
4,496 Added 27.7%
20,726 $701,000
Q2 2022

Jul 19, 2022

BUY
$38.18 - $48.0 $112,860 - $141,888
2,956 Added 22.27%
16,230 $639,000
Q1 2022

Apr 26, 2022

BUY
$44.41 - $63.07 $23,626 - $33,553
532 Added 4.18%
13,274 $623,000
Q4 2021

Feb 14, 2022

SELL
$59.14 - $76.98 $45,005 - $58,581
-761 Reduced 5.64%
12,742 $797,000
Q3 2021

Nov 12, 2021

SELL
$52.9 - $63.75 $32,850 - $39,588
-621 Reduced 4.4%
13,503 $835,000
Q2 2021

Aug 13, 2021

SELL
$51.22 - $57.73 $87,125 - $98,198
-1,701 Reduced 10.75%
14,124 $804,000
Q1 2021

May 17, 2021

BUY
$45.93 - $57.96 $726,842 - $917,217
15,825 New
15,825 $868,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.05B
  • 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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