A detailed history of Umb Bank, N.A. transactions in Moelis & CO stock. As of the latest transaction made, Umb Bank, N.A. holds 482 shares of MC stock, worth $36,347. This represents 0.0% of its overall portfolio holdings.

Number of Shares
482
Previous 497 3.02%
Holding current value
$36,347
Previous $28,000 17.86%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$57.14 - $70.62 $857 - $1,059
-15 Reduced 3.02%
482 $33,000
Q2 2024

Jul 29, 2024

BUY
$49.08 - $57.92 $9,472 - $11,178
193 Added 63.49%
497 $28,000
Q1 2024

Apr 26, 2024

BUY
$52.05 - $57.67 $1,457 - $1,614
28 Added 10.14%
304 $17,000
Q4 2023

Jan 23, 2024

SELL
$39.08 - $58.2 $23,408 - $34,861
-599 Reduced 68.46%
276 $15,000
Q4 2022

Jan 10, 2023

SELL
$34.56 - $46.39 $656 - $881
-19 Reduced 2.13%
875 $34,000
Q3 2022

Oct 13, 2022

SELL
$33.73 - $47.78 $20,204 - $28,620
-599 Reduced 40.12%
894 $30,000
Q1 2022

Apr 22, 2022

BUY
$44.41 - $63.07 $2,309 - $3,279
52 Added 3.61%
1,493 $70,000
Q4 2021

Feb 09, 2022

BUY
$59.14 - $76.98 $85,220 - $110,928
1,441 New
1,441 $90,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.6B
  • 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 Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. 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 Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.