A detailed history of Naples Global Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Naples Global Advisors, LLC holds 10,171 shares of MC stock, worth $696,815. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,171
Previous 9,846 3.3%
Holding current value
$696,815
Previous $558,000 3.58%
% of portfolio
0.06%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$49.08 - $57.92 $15,951 - $18,824
325 Added 3.3%
10,171 $578,000
Q1 2024

Apr 29, 2024

SELL
$52.05 - $57.67 $68,966 - $76,412
-1,325 Reduced 11.86%
9,846 $558,000
Q4 2023

Jan 11, 2024

SELL
$39.08 - $58.2 $3,908 - $5,820
-100 Reduced 0.89%
11,171 $627,000
Q2 2023

Jul 17, 2023

SELL
$34.22 - $46.53 $53,725 - $73,052
-1,570 Reduced 12.23%
11,271 $511,000
Q1 2023

Apr 17, 2023

SELL
$37.15 - $49.34 $13,002 - $17,269
-350 Reduced 2.65%
12,841 $493,000
Q4 2022

Jan 20, 2023

BUY
$34.56 - $46.39 $31,449 - $42,214
910 Added 7.41%
13,191 $0
Q3 2022

Oct 20, 2022

SELL
$33.73 - $47.78 $30,019 - $42,524
-890 Reduced 6.76%
12,281 $415,000
Q2 2022

Aug 11, 2022

BUY
$38.18 - $48.0 $23,213 - $29,184
608 Added 4.84%
13,171 $518,000
Q1 2022

Apr 28, 2022

BUY
$44.41 - $63.07 $133,585 - $189,714
3,008 Added 31.48%
12,563 $590,000
Q4 2021

Feb 04, 2022

BUY
$59.14 - $76.98 $6,209 - $8,082
105 Added 1.11%
9,555 $597,000
Q3 2021

Oct 25, 2021

BUY
$52.9 - $63.75 $178,537 - $215,156
3,375 Added 55.56%
9,450 $585,000
Q2 2021

Aug 06, 2021

BUY
$51.22 - $57.73 $47,634 - $53,688
930 Added 18.08%
6,075 $346,000
Q1 2021

May 10, 2021

BUY
$45.93 - $57.96 $8,267 - $10,432
180 Added 3.63%
5,145 $282,000
Q4 2020

Feb 08, 2021

BUY
$35.13 - $47.5 $174,420 - $235,837
4,965 New
4,965 $232,000
Q1 2020

Apr 27, 2020

SELL
$23.83 - $39.95 $169,431 - $284,044
-7,110 Closed
0 $0
Q4 2019

Feb 05, 2020

SELL
$29.99 - $35.94 $343,175 - $411,261
-11,443 Reduced 61.68%
7,110 $227,000
Q3 2019

Oct 28, 2019

BUY
$31.55 - $36.67 $12,840 - $14,924
407 Added 2.24%
18,553 $609,000
Q2 2019

Jul 10, 2019

BUY
$31.78 - $43.19 $70,106 - $95,277
2,206 Added 13.84%
18,146 $634,000
Q1 2019

Apr 29, 2019

BUY
$34.57 - $47.1 $122,723 - $167,205
3,550 Added 28.65%
15,940 $663,000
Q4 2018

Feb 01, 2019

BUY
$32.96 - $55.62 $408,374 - $689,131
12,390 New
12,390 $470,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.18B
  • 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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