Salvus Wealth Management, LLC Moelis & CO Transaction History

Salvus Wealth Management, LLC

$151 Million
Q4 2024

A detailed history of Salvus Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Salvus Wealth Management, LLC holds 36,559 shares of MC stock, worth $2.8 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

36,559

Previous 47,627 23.24%

Holding current value

$2.8 Million

Previous $3.26 Million 17.23%

% of portfolio

1.78%

Previous 2.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$65.74 - $80.49 $727,610 - $890,863	-11,068 Reduced 23.24%	36,559 $2.7 Million
Q3 2024 Oct 07, 2024	SELL	$57.14 - $70.62 $732,706 - $905,560	-12,823 Reduced 21.21%	47,627 $3.26 Million
Q2 2024 Jul 16, 2024	SELL	$49.08 - $57.92 $59,043 - $69,677	-1,203 Reduced 1.95%	60,450 $3.44 Million
Q1 2024 Apr 12, 2024	SELL	$52.05 - $57.67 $26,025 - $28,835	-500 Reduced 0.8%	61,653 $3.5 Million
Q4 2023 Jan 08, 2024	SELL	$39.08 - $58.2 $87,343 - $130,077	-2,235 Reduced 3.47%	62,153 $3.49 Million
Q3 2023 Oct 10, 2023	SELL	$43.88 - $52.01 $1,404 - $1,664	-32 Reduced 0.05%	64,388 $2.91 Million
Q2 2023 Jul 13, 2023	BUY	$34.22 - $46.53 $526,919 - $716,468	15,398 Added 31.41%	64,420 $2.92 Million
Q1 2023 Apr 11, 2023	BUY	$37.15 - $49.34 $27,862 - $37,005	750 Added 1.55%	49,022 $1.88 Million
Q4 2022 Jan 18, 2023	SELL	$34.56 - $46.39 $1,209 - $1,623	-35 Reduced 0.07%	48,272 $0
Q3 2022 Oct 12, 2022	SELL	$33.73 - $47.78 $944 - $1,337	-28 Reduced 0.06%	48,307 $1.63 Million
Q2 2022 Jul 11, 2022	BUY	$38.18 - $48.0 $34,476 - $43,344	903 Added 1.9%	48,335 $1.9 Million
Q1 2022 Apr 11, 2022	BUY	$44.41 - $63.07 $69,768 - $99,082	1,571 Added 3.43%	47,432 $2.23 Million
Q4 2021 Jan 19, 2022	SELL	$59.14 - $76.98 $5,618 - $7,313	-95 Reduced 0.21%	45,861 $2.87 Million
Q3 2021 Oct 05, 2021	BUY	$52.9 - $63.75 $61,893 - $74,587	1,170 Added 2.61%	45,956 $2.84 Million
Q2 2021 Jul 09, 2021	SELL	$51.22 - $57.73 $7,631 - $8,601	-149 Reduced 0.33%	44,786 $2.55 Million
Q1 2021 Apr 09, 2021	BUY	$45.93 - $57.96 $35,366 - $44,629	770 Added 1.74%	44,935 $2.47 Million
Q4 2020 Jan 15, 2021	BUY	$35.13 - $47.5 $1.55 Million - $2.1 Million	44,165 New	44,165 $2.27 Million

Others Institutions Holding MC

# of Institutions

357

Shares Held

70M

Call Options Held

126K

Put Options Held

65.3K

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.67B
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 Salvus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Salvus Wealth Management, LLC with notifications on news.

Account

Salvus Wealth Management, LLC Moelis & CO Transaction History