Patriot Financial Group Insurance Agency, LLC Moelis & CO Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 15, 2020	SELL	$23.83 - $39.95 $595 - $998	-25 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$29.99 - $35.94 $149 - $179	5 Added 25.0%	25 $1,000
Q2 2019 Aug 07, 2019	BUY	$31.78 - $43.19 $63 - $86	2 Added 11.11%	20 $1,000
Q1 2019 Apr 29, 2019	BUY	$34.57 - $47.1 $622 - $847	18 New	18 $1,000

Others Institutions Holding MC

# of Institutions

356

Shares Held

70.2M

Call Options Held

126K

Put Options Held

65.3K

Black Rock Inc. New York, NY

8.15M
Shares

$609 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

8.05M
Shares

$601 Million
0.01% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

7.23M
Shares

$540 Million
1.13% of portfolio
London CO Of Virginia Richmond, VA

3.69M
Shares

$276 Million
1.36% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

2.85M
Shares

$213 Million
0.97% of portfolio

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.56B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account