A detailed history of Verdence Capital Advisors LLC transactions in Moelis & CO stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 32,518 shares of MC stock, worth $1.89 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
32,518
Previous 33,054 1.62%
Holding current value
$1.89 Million
Previous $1.86 Million 0.49%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Apr 25, 2024

SELL
$52.05 - $57.67 $27,898 - $30,911
-536 Reduced 1.62%
32,518 $1.85 Million
Q4 2023

Jan 31, 2024

BUY
$39.08 - $58.2 $13,287 - $19,788
340 Added 1.04%
33,054 $1.86 Million
Q3 2023

Oct 25, 2023

SELL
$43.88 - $52.01 $277,453 - $328,859
-6,323 Reduced 16.2%
32,714 $1.48 Million
Q2 2023

Jul 28, 2023

BUY
$34.22 - $46.53 $61,253 - $83,288
1,790 Added 4.81%
39,037 $1.77 Million
Q1 2023

Apr 24, 2023

BUY
$37.15 - $49.34 $721,081 - $957,689
19,410 Added 108.82%
37,247 $1.43 Million
Q4 2022

Jan 20, 2023

SELL
$34.56 - $46.39 $706,406 - $948,211
-20,440 Reduced 53.4%
17,837 $0
Q3 2022

Nov 15, 2022

BUY
$33.73 - $47.78 $290,550 - $411,576
8,614 Added 29.04%
38,277 $1.29 Million
Q2 2022

Aug 08, 2022

BUY
$38.18 - $48.0 $161,539 - $203,088
4,231 Added 16.64%
29,663 $1.17 Million
Q1 2022

May 02, 2022

BUY
$44.41 - $63.07 $225,469 - $320,206
5,077 Added 24.94%
25,432 $1.19 Million
Q4 2021

Jan 26, 2022

BUY
$59.14 - $76.98 $18,747 - $24,402
317 Added 1.58%
20,355 $1.27 Million
Q3 2021

Nov 12, 2021

SELL
$52.9 - $63.75 $3,861 - $4,653
-73 Reduced 0.36%
20,038 $1.24 Million
Q2 2021

Aug 06, 2021

BUY
$51.22 - $57.73 $241,758 - $272,485
4,720 Added 30.67%
20,111 $1.14 Million
Q1 2021

May 11, 2021

BUY
$45.93 - $57.96 $141,326 - $178,342
3,077 Added 24.99%
15,391 $845,000
Q4 2020

Feb 12, 2021

BUY
$35.13 - $47.5 $432,590 - $584,915
12,314 New
12,314 $576,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $3.54B
  • 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 Verdence Capital Advisors LLC Portfolio

Follow Verdence Capital Advisors LLC 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 Verdence Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Verdence Capital Advisors LLC with notifications on news.