A detailed history of Integrated Wealth Concepts LLC transactions in Moelis & CO stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,540 shares of MC stock, worth $339,092. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,540
Previous 4,538 0.04%
Holding current value
$339,092
Previous $258,000 20.54%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$57.14 - $70.62 $114 - $141
2 Added 0.04%
4,540 $311,000
Q1 2024

May 15, 2024

SELL
$52.05 - $57.67 $884 - $980
-17 Reduced 0.37%
4,538 $257,000
Q4 2023

Feb 13, 2024

SELL
$39.08 - $58.2 $5,197 - $7,740
-133 Reduced 2.84%
4,555 $255,000
Q3 2023

Nov 15, 2023

SELL
$43.88 - $52.01 $43 - $52
-1 Reduced 0.02%
4,688 $211,000
Q2 2023

Aug 15, 2023

BUY
$34.22 - $46.53 $160,457 - $218,179
4,689 New
4,689 $212,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.56B
  • 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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