A detailed history of Private Trust CO Na transactions in Moelis & CO stock. As of the latest transaction made, Private Trust CO Na holds 1,044 shares of MC stock, worth $60,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,044
Previous 620 68.39%
Holding current value
$60,708
Previous $34,000 73.53%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Apr 24, 2024

BUY
$52.05 - $57.67 $22,069 - $24,452
424 Added 68.39%
1,044 $59,000
Q2 2023

Jul 28, 2023

BUY
$34.22 - $46.53 $205 - $279
6 Added 0.98%
620 $28,000
Q4 2022

Jan 18, 2023

SELL
$34.56 - $46.39 $449 - $603
-13 Reduced 2.07%
614 $0
Q3 2022

Oct 17, 2022

BUY
$33.73 - $47.78 $337 - $477
10 Added 1.62%
627 $21,000
Q2 2022

Sep 16, 2022

BUY
$38.18 - $48.0 $23,557 - $29,616
617 New
617 $24,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $3.55B
  • 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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