Mackenzie Financial Corp Moelis & CO Transaction History

Mackenzie Financial Corp

$65 Billion
Q1 2024

A detailed history of Mackenzie Financial Corp transactions in Moelis & CO stock. As of the latest transaction made, Mackenzie Financial Corp holds 4,223 shares of MC stock, worth $245,271. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,223

Previous 4,223 -0.0%

Holding current value

$245,271

Previous $237,000 0.84%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	BUY	$39.08 - $58.2 $165,034 - $245,778	4,223 New	4,223 $237,000
Q2 2022 Aug 10, 2022	SELL	$38.18 - $48.0 $252,751 - $317,760	-6,620 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$44.41 - $63.07 $8,127 - $11,541	183 Added 2.84%	6,620 $311,000
Q4 2021 Feb 14, 2022	SELL	$59.14 - $76.98 $32,290 - $42,031	-546 Reduced 7.82%	6,437 $402,000
Q3 2021 Nov 08, 2021	BUY	$52.9 - $63.75 $79,350 - $95,625	1,500 Added 27.36%	6,983 $432,000

Q2 2021 Aug 11, 2021	BUY	$51.22 - $57.73 $280,839 - $316,533	5,483 New	5,483 $312,000
Q2 2019 Aug 14, 2019	SELL	$31.78 - $43.19 $309,568 - $420,713	-9,741 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$34.57 - $47.1 $221,248 - $301,440	-6,400 Reduced 39.65%	9,741 $405,000
Q4 2018 Feb 06, 2019	SELL	$32.96 - $55.62 $2.37 Million - $3.99 Million	-71,800 Reduced 81.65%	16,141 $555,000
Q3 2018 Nov 15, 2018	BUY	$54.8 - $63.7 $509,804 - $592,601	9,303 Added 11.83%	87,941 $4.82 Million
Q2 2018 Aug 13, 2018	BUY	$50.0 - $66.95 $1.93 Million - $2.58 Million	38,584 Added 96.33%	78,638 $4.61 Million
Q1 2018 May 14, 2018	SELL	$48.05 - $54.3 $556,899 - $629,337	-11,590 Reduced 22.44%	40,054 $2.04 Million
Q4 2017 Feb 13, 2018	BUY	$41.6 - $49.8 $2.15 Million - $2.57 Million	51,644	51,644 $2.51 Million

Others Institutions Holding MC

# of Institutions

325

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 $3.54B
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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Mackenzie Financial Corp Moelis & CO Transaction History