Wellington Shields Capital Management, LLC Moelis & CO Transaction History

Wellington Shields Capital Management, LLC

$558 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 02, 2018	SELL	$50.0 - $66.95 $333,500 - $446,556	-6,670 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$48.05 - $54.3 $320,493 - $362,181	6,670 New	6,670 $339,000

Others Institutions Holding MC

# of Institutions

358

Shares Held

70.3M

Call Options Held

126K

Put Options Held

65.3K

Black Rock Inc. New York, NY

8.15M
Shares

$618 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

8.05M
Shares

$610 Million
0.01% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

7.23M
Shares

$549 Million
1.13% of portfolio
London CO Of Virginia Richmond, VA

3.69M
Shares

$280 Million
1.36% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

2.85M
Shares

$216 Million
0.97% of portfolio

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.63B
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

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