A detailed history of Oppenheimer Asset Management Inc. transactions in Moelis & CO stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 34,310 shares of MC stock, worth $1.99 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
34,310
Previous 46,363 26.0%
Holding current value
$1.99 Million
Previous $2.6 Million 25.17%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$52.05 - $57.67 $627,358 - $695,096
-12,053 Reduced 26.0%
34,310 $1.95 Million
Q4 2023

Feb 13, 2024

SELL
$39.08 - $58.2 $101,490 - $151,145
-2,597 Reduced 5.3%
46,363 $2.6 Million
Q3 2023

Nov 07, 2023

SELL
$43.88 - $52.01 $185,217 - $219,534
-4,221 Reduced 7.94%
48,960 $2.21 Million
Q2 2023

Aug 02, 2023

BUY
$34.22 - $46.53 $196,936 - $267,780
5,755 Added 12.13%
53,181 $2.41 Million
Q1 2023

May 10, 2023

BUY
$37.15 - $49.34 $551,268 - $732,156
14,839 Added 45.54%
47,426 $1.82 Million
Q4 2022

Feb 06, 2023

BUY
$34.56 - $46.39 $277,655 - $372,697
8,034 Added 32.72%
32,587 $1.25 Million
Q3 2022

Nov 14, 2022

BUY
$33.73 - $47.78 $262,183 - $371,393
7,773 Added 46.32%
24,553 $830,000
Q2 2022

Aug 08, 2022

BUY
$38.18 - $48.0 $640,660 - $805,440
16,780 New
16,780 $661,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $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,...
More about MC
Track This Portfolio

Track Oppenheimer Asset Management Inc. Portfolio

Follow Oppenheimer Asset Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oppenheimer Asset Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer Asset Management Inc. with notifications on news.