Lpl Financial LLC Moelis & CO Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Moelis & CO stock. As of the latest transaction made, Lpl Financial LLC holds 50,561 shares of MC stock, worth $3.78 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

50,561

Previous 48,896 3.41%

Holding current value

$3.78 Million

Previous $2.78 Million 24.57%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$57.14 - $70.62 $95,138 - $117,582	1,665 Added 3.41%	50,561 $3.46 Million
Q2 2024 Aug 07, 2024	BUY	$49.08 - $57.92 $242,160 - $285,777	4,934 Added 11.22%	48,896 $2.78 Million
Q1 2024 May 10, 2024	SELL	$52.05 - $57.67 $82,967 - $91,925	-1,594 Reduced 3.5%	43,962 $2.5 Million
Q4 2023 Feb 14, 2024	SELL	$39.08 - $58.2 $323,465 - $481,721	-8,277 Reduced 15.38%	45,556 $2.56 Million
Q3 2023 Nov 13, 2023	BUY	$43.88 - $52.01 $36,683 - $43,480	836 Added 1.58%	53,833 $2.43 Million
Q2 2023 Jul 31, 2023	BUY	$34.22 - $46.53 $148,172 - $201,474	4,330 Added 8.9%	52,997 $2.4 Million
Q1 2023 May 10, 2023	BUY	$37.15 - $49.34 $250,948 - $333,291	6,755 Added 16.12%	48,667 $1.87 Million
Q4 2022 Feb 07, 2023	BUY	$34.56 - $46.39 $82,321 - $110,500	2,382 Added 6.03%	41,912 $1.61 Million
Q3 2022 Nov 14, 2022	BUY	$33.73 - $47.78 $46,412 - $65,745	1,376 Added 3.61%	39,530 $1.34 Million
Q2 2022 Aug 12, 2022	SELL	$38.18 - $48.0 $475,570 - $597,888	-12,456 Reduced 24.61%	38,154 $1.5 Million
Q1 2022 May 16, 2022	BUY	$44.41 - $63.07 $767,626 - $1.09 Million	17,285 Added 51.87%	50,610 $2.38 Million
Q4 2021 Feb 14, 2022	BUY	$59.14 - $76.98 $88,650 - $115,393	1,499 Added 4.71%	33,325 $2.08 Million
Q3 2021 Nov 15, 2021	BUY	$52.9 - $63.75 $28,830 - $34,743	545 Added 1.74%	31,826 $1.97 Million
Q2 2021 Aug 13, 2021	BUY	$51.22 - $57.73 $28,068 - $31,636	548 Added 1.78%	31,281 $1.78 Million
Q1 2021 May 14, 2021	SELL	$45.93 - $57.96 $420,902 - $531,145	-9,164 Reduced 22.97%	30,733 $1.69 Million
Q4 2020 Feb 12, 2021	BUY	$35.13 - $47.5 $46,266 - $62,557	1,317 Added 3.41%	39,897 $1.87 Million
Q3 2020 Nov 09, 2020	BUY	$28.95 - $35.14 $154,650 - $187,717	5,342 Added 16.07%	38,580 $1.36 Million
Q2 2020 Aug 13, 2020	BUY	$26.51 - $37.85 $146,838 - $209,651	5,539 Added 20.0%	33,238 $1.04 Million
Q1 2020 May 14, 2020	SELL	$23.83 - $39.95 $98,894 - $165,792	-4,150 Reduced 13.03%	27,699 $778,000
Q4 2019 Feb 14, 2020	SELL	$29.99 - $35.94 $1,259 - $1,509	-42 Reduced 0.13%	31,849 $1.02 Million
Q3 2019 Nov 13, 2019	BUY	$31.55 - $36.67 $633,555 - $736,370	20,081 Added 170.03%	31,891 $1.05 Million
Q2 2019 Aug 09, 2019	BUY	$31.78 - $43.19 $79,958 - $108,666	2,516 Added 27.07%	11,810 $413,000
Q1 2019 May 08, 2019	BUY	$34.57 - $47.1 $321,293 - $437,747	9,294 New	9,294 $387,000

Others Institutions Holding MC

# of Institutions

358

Shares Held

69.9M

Call Options Held

126K

Put Options Held

65.3K

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.57B
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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Lpl Financial LLC Moelis & CO Transaction History