Captrust Financial Advisors Moelis & CO Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in Moelis & CO stock. As of the latest transaction made, Captrust Financial Advisors holds 5,458 shares of MC stock, worth $408,476. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,458
Previous 4,152 31.45%
Holding current value
$408,476
Previous $236,000 58.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$57.14 - $70.62 $74,624 - $92,229
1,306 Added 31.45%
5,458 $373,000
Q2 2024

Aug 14, 2024
SELL
$49.08 - $57.92 $6,625 - $7,819
-135 Reduced 3.15%
4,152 $236,000
Q1 2024

May 15, 2024
SELL
$52.05 - $57.67 $1.09 Million - $1.21 Million
-21,031 Reduced 83.07%
4,287 $243,000
Q4 2023

Feb 14, 2024
SELL
$39.08 - $58.2 $110,010 - $163,833
-2,815 Reduced 10.01%
25,318 $1.42 Million
Q3 2023

Nov 14, 2023
BUY
$43.88 - $52.01 $20,404 - $24,184
465 Added 1.68%
28,133 $1.27 Million
Q2 2023

Aug 14, 2023
BUY
$34.22 - $46.53 $657,605 - $894,167
19,217 Added 227.39%
27,668 $1.25 Million
Q1 2023

May 15, 2023
SELL
$37.15 - $49.34 $82,621 - $109,732
-2,224 Reduced 20.83%
8,451 $324,000
Q4 2022

Feb 15, 2023
BUY
$34.56 - $46.39 $864 - $1,159
25 Added 0.23%
10,675 $409,000
Q3 2022

Nov 16, 2022
BUY
$33.73 - $47.78 $53,967 - $76,448
1,600 Added 17.68%
10,650 $360,000
Q2 2022

Aug 16, 2022
BUY
$38.18 - $48.0 $12,484 - $15,696
327 Added 3.75%
9,050 $356,000
Q1 2022

May 16, 2022
BUY
$44.41 - $63.07 $11,280 - $16,019
254 Added 3.0%
8,723 $410,000
Q4 2021

Feb 14, 2022
SELL
$59.14 - $76.98 $16,263 - $21,169
-275 Reduced 3.15%
8,469 $529,000
Q3 2021

Nov 16, 2021
BUY
$52.9 - $63.75 $186,842 - $225,165
3,532 Added 67.77%
8,744 $541,000
Q1 2021

May 17, 2021
BUY
$45.93 - $57.96 $104,582 - $131,974
2,277 Added 77.58%
5,212 $286,000
Q2 2020

Aug 14, 2020
BUY
$26.51 - $37.85 $24,786 - $35,389
935 Added 46.75%
2,935 $90,000
Q1 2020

May 15, 2020
BUY
$23.83 - $39.95 $47,660 - $79,900
2,000 New
2,000 $54,000
Q3 2019

Nov 14, 2019
SELL
$31.55 - $36.67 $0 - $0
0 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$31.78 - $43.19 $0 - $0
0 New
0 $0
Q1 2019

May 15, 2019
SELL
$34.57 - $47.1 $24,579 - $33,488
-711 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
$32.96 - $55.62 $15,293 - $25,807
464 Added 187.85%
711 $24,000
Q3 2018

Nov 15, 2018
SELL
$54.8 - $63.7 $6,521 - $7,580
-119 Reduced 32.51%
247 $14,000
Q2 2018

Aug 13, 2018
BUY
$50.0 - $66.95 $18,300 - $24,503
366 New
366 $21,000

Others Institutions Holding MC

# of Institutions
358
Shares Held
69.9M
Call Options Held
126K
Put Options Held
65.3K
View Full List

About Moelis & Co

MC Quotes by TradingView
  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.57B
  • 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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