Ifp Advisors, Inc Moelis & CO Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

A detailed history of Ifp Advisors, Inc transactions in Moelis & CO stock. As of the latest transaction made, Ifp Advisors, Inc holds 158 shares of MC stock, worth $9,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares

158

Previous 185 14.59%

Holding current value

$9,187

Previous $8,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$39.08 - $58.2 $1,055 - $1,571	-27 Reduced 14.59%	158 $8,000
Q3 2023 Oct 12, 2023	BUY	$43.88 - $52.01 $43 - $52	1 Added 0.54%	185 $8,000
Q2 2023 Aug 04, 2023	BUY	$34.22 - $46.53 $68 - $93	2 Added 1.1%	184 $8,000
Q1 2023 Apr 18, 2023	BUY	$37.15 - $49.34 $37 - $49	1 Added 0.55%	182 $6,000
Q4 2022 Feb 07, 2023	SELL	$34.56 - $46.39 $691 - $927	-20 Reduced 9.95%	181 $11,000

Q3 2022 Nov 08, 2022	BUY	$33.73 - $47.78 $33 - $47	1 Added 0.5%	201 $13,000
Q2 2022 Sep 06, 2022	BUY	$38.18 - $48.0 $7,636 - $9,600	200 New	200 $13,000
Q2 2022 Aug 12, 2022	SELL	$38.18 - $48.0 $7,636 - $9,600	-200 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$44.41 - $63.07 $2,442 - $3,468	55 Added 37.93%	200 $9,000
Q4 2021 Jan 12, 2022	SELL	$59.14 - $76.98 $5,677 - $7,390	-96 Reduced 39.83%	145 $9,000
Q3 2021 Oct 06, 2021	BUY	$52.9 - $63.75 $52 - $63	1 Added 0.42%	241 $15,000
Q2 2021 Jul 13, 2021	BUY	$51.22 - $57.73 $5,326 - $6,003	104 Added 76.47%	240 $14,000
Q1 2021 Apr 30, 2021	SELL	$45.93 - $57.96 $86,256 - $108,848	-1,878 Reduced 93.25%	136 $8,000
Q4 2020 Jan 25, 2021	SELL	$35.13 - $47.5 $1,264 - $1,710	-36 Reduced 1.76%	2,014 $93,000
Q3 2020 Oct 29, 2020	BUY	$28.95 - $35.14 $28 - $35	1 Added 0.05%	2,050 $72,000
Q2 2020 Aug 05, 2020	SELL	$26.51 - $37.85 $1,139 - $1,627	-43 Reduced 2.06%	2,049 $63,000
Q1 2020 May 12, 2020	BUY	$23.83 - $39.95 $7,482 - $12,544	314 Added 17.66%	2,092 $67,000
Q4 2019 Jan 17, 2020	BUY	$29.99 - $35.94 $3,058 - $3,665	102 Added 6.09%	1,778 $58,000
Q3 2019 Nov 07, 2019	BUY	$31.55 - $36.67 $52,877 - $61,458	1,676 New	1,676 $55,000
Q1 2019 May 15, 2019	SELL	$34.57 - $47.1 $2,938 - $4,003	-85 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$32.96 - $55.62 $10,712 - $18,076	-325 Reduced 79.27%	85 $2,000
Q2 2018 Aug 07, 2018	SELL	$50.0 - $66.95 $5,500 - $7,364	-110 Reduced 21.15%	410 $0
Q1 2018 Jun 03, 2019	BUY	$48.05 - $54.3 $5,285 - $5,973	110 Added 26.83%	520 $25,000
Q1 2018 May 09, 2018	SELL	$48.05 - $54.3 $5,285 - $5,973	-110 Reduced 21.15%	410 $0
Q4 2017 Jan 24, 2018	BUY	$41.6 - $49.8 $21,632 - $25,896	520 New	520 $0
Q3 2017 Oct 30, 2017	SELL	$38.3 - $43.3 $6,893 - $7,793	-180 Closed	0 $0
Q1 2017 Jun 03, 2019	BUY	N/A	180	180 $7,000

Others Institutions Holding MC

# of Institutions

324

Shares Held

71.5M

Call Options Held

36.4K

Put Options Held

28.5K

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $3.55B
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,...

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