A detailed history of New England Research & Management, Inc. transactions in Moelis & CO stock. As of the latest transaction made, New England Research & Management, Inc. holds 5,425 shares of MC stock, worth $356,802. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,425
Previous 15,375 64.72%
Holding current value
$356,802
Previous $958,000 59.71%
% of portfolio
0.18%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025

SELL
$64.0 - $77.75 $636,800 - $773,612
-9,950 Reduced 64.72%
5,425 $386,000
Q2 2025

Jul 09, 2025

BUY
$48.86 - $62.99 $12,215 - $15,747
250 Added 1.65%
15,375 $958,000
Q1 2025

Apr 16, 2025

SELL
$57.91 - $81.2 $5,791 - $8,120
-100 Reduced 0.66%
15,125 $883,000
Q4 2024

Jan 23, 2025

BUY
$65.74 - $80.49 $1 Million - $1.23 Million
15,225 New
15,225 $1.13 Million

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.01B
  • 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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