United Capital Financial Advisers, LLC Moelis & CO Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$43.88 - $52.01 $43 - $52	-1 Reduced 0.02%	4,512 $203,000
Q2 2023 Aug 14, 2023	BUY	$34.22 - $46.53 $154,434 - $209,989	4,513 New	4,513 $204,000
Q3 2022 Nov 14, 2022	BUY	$33.73 - $47.78 $237,256 - $336,084	7,034 New	7,034 $238,000
Q2 2022 Aug 11, 2022	SELL	$38.18 - $48.0 $174,482 - $219,360	-4,570 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$44.41 - $63.07 $3,197 - $4,541	72 Added 1.6%	4,570 $215,000
Q4 2021 Feb 14, 2022	BUY	$59.14 - $76.98 $354 - $461	6 Added 0.13%	4,498 $281,000
Q1 2021 May 14, 2021	BUY	$45.93 - $57.96 $206,317 - $260,356	4,492 New	4,492 $247,000

358

69.9M

126K

65.3K

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,...

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

Stay updated on United Capital Financial Advisers, LLC with notifications on news.