Svb Wealth LLC Moelis & CO Transaction History

Svb Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$59.14 - $76.98 $400,673 - $521,539	-6,775 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$52.9 - $63.75 $584,809 - $704,756	-11,055 Reduced 62.0%	6,775 $419,000
Q2 2021 Aug 13, 2021	BUY	$51.22 - $57.73 $155,657 - $175,441	3,039 Added 20.55%	17,830 $1.02 Million
Q1 2021 May 11, 2021	SELL	$45.93 - $57.96 $378,968 - $478,227	-8,251 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$35.13 - $47.5 $289,857 - $391,922	8,251 New	8,251 $386,000

324

71.5M

36.4K

28.5K

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,...

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