A detailed history of Kolinsky Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 6,052 shares of MC stock, worth $454,202. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,052
Previous 6,040 0.2%
Holding current value
$454,202
Previous $343,000 20.7%
% of portfolio
0.27%
Previous 0.25%

Shares

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

Nov 14, 2024

BUY
$57.14 - $70.62 $685 - $847
12 Added 0.2%
6,052 $414,000
Q2 2024

Aug 14, 2024

BUY
$49.08 - $57.92 $294 - $347
6 Added 0.1%
6,040 $343,000
Q1 2024

May 15, 2024

SELL
$52.05 - $57.67 $1,197 - $1,326
-23 Reduced 0.38%
6,034 $342,000
Q4 2023

Feb 13, 2024

SELL
$39.08 - $58.2 $1,055 - $1,571
-27 Reduced 0.44%
6,057 $339,000
Q3 2023

Nov 14, 2023

BUY
$43.88 - $52.01 $2,852 - $3,380
65 Added 1.08%
6,084 $274,000
Q2 2023

Aug 14, 2023

BUY
$34.22 - $46.53 $13,482 - $18,332
394 Added 7.0%
6,019 $272,000
Q1 2023

May 15, 2023

BUY
$37.15 - $49.34 $557 - $740
15 Added 0.27%
5,625 $216,000
Q4 2022

Feb 14, 2023

BUY
$34.56 - $46.39 $193,881 - $260,247
5,610 New
5,610 $215,000
Q1 2022

May 12, 2022

SELL
$44.41 - $63.07 $199,534 - $283,373
-4,493 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$59.14 - $76.98 $265,716 - $345,871
4,493 New
4,493 $281,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.58B
  • 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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