A detailed history of Charles Schwab Investment Management Inc transactions in Moelis & CO stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 922,920 shares of MC stock, worth $69.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
922,920
Previous 906,090 1.86%
Holding current value
$69.1 Million
Previous $51.5 Million 22.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$57.14 - $70.62 $961,666 - $1.19 Million
16,830 Added 1.86%
922,920 $63.2 Million
Q2 2024

Aug 12, 2024

BUY
$49.08 - $57.92 $3.08 Million - $3.63 Million
62,712 Added 7.44%
906,090 $51.5 Million
Q1 2024

May 08, 2024

BUY
$52.05 - $57.67 $1.5 Million - $1.66 Million
28,810 Added 3.54%
843,378 $47.9 Million
Q4 2023

Feb 06, 2024

BUY
$39.08 - $58.2 $853,468 - $1.27 Million
21,839 Added 2.75%
814,568 $45.7 Million
Q3 2023

Nov 08, 2023

BUY
$43.88 - $52.01 $1.86 Million - $2.21 Million
42,424 Added 5.65%
792,729 $35.8 Million
Q2 2023

Aug 09, 2023

BUY
$34.22 - $46.53 $1.54 Million - $2.09 Million
44,993 Added 6.38%
750,305 $34 Million
Q1 2023

May 11, 2023

BUY
$37.15 - $49.34 $738,504 - $980,829
19,879 Added 2.9%
705,312 $27.1 Million
Q4 2022

Feb 13, 2023

BUY
$34.56 - $46.39 $1.27 Million - $1.7 Million
36,667 Added 5.65%
685,433 $26.3 Million
Q3 2022

Nov 14, 2022

BUY
$33.73 - $47.78 $1.2 Million - $1.69 Million
35,432 Added 5.78%
648,766 $21.9 Million
Q2 2022

Aug 15, 2022

BUY
$38.18 - $48.0 $433,419 - $544,896
11,352 Added 1.89%
613,334 $24.1 Million
Q1 2022

May 13, 2022

BUY
$44.41 - $63.07 $1.1 Million - $1.57 Million
24,836 Added 4.3%
601,982 $28.3 Million
Q4 2021

Feb 11, 2022

BUY
$59.14 - $76.98 $3.01 Million - $3.92 Million
50,959 Added 9.68%
577,146 $36.1 Million
Q3 2021

Nov 16, 2021

BUY
$52.9 - $63.75 $86,756 - $104,550
1,640 Added 0.31%
526,187 $32.6 Million
Q2 2021

Aug 16, 2021

BUY
$51.22 - $57.73 $2.27 Million - $2.56 Million
44,351 Added 9.24%
524,547 $29.8 Million
Q1 2021

May 17, 2021

BUY
$45.93 - $57.96 $804,647 - $1.02 Million
17,519 Added 3.79%
480,196 $26.4 Million
Q4 2020

Feb 16, 2021

BUY
$35.13 - $47.5 $300,045 - $405,697
8,541 Added 1.88%
462,677 $21.6 Million
Q3 2020

Nov 13, 2020

BUY
$28.95 - $35.14 $82,768 - $100,465
2,859 Added 0.63%
454,136 $16 Million
Q2 2020

Aug 14, 2020

BUY
$26.51 - $37.85 $835,727 - $1.19 Million
31,525 Added 7.51%
451,277 $14.1 Million
Q1 2020

May 15, 2020

BUY
$23.83 - $39.95 $776,595 - $1.3 Million
32,589 Added 8.42%
419,752 $11.8 Million
Q4 2019

Feb 07, 2020

BUY
$29.99 - $35.94 $947,654 - $1.14 Million
31,599 Added 8.89%
387,163 $12.4 Million
Q3 2019

Nov 08, 2019

BUY
$31.55 - $36.67 $1.01 Million - $1.17 Million
32,036 Added 9.9%
355,564 $11.7 Million
Q2 2019

Aug 09, 2019

BUY
$31.78 - $43.19 $1.53 Million - $2.07 Million
48,020 Added 17.43%
323,528 $11.3 Million
Q1 2019

May 14, 2019

BUY
$34.57 - $47.1 $1.02 Million - $1.39 Million
29,446 Added 11.97%
275,508 $11.5 Million
Q4 2018

Feb 14, 2019

SELL
$32.96 - $55.62 $41,694 - $70,359
-1,265 Reduced 0.51%
246,062 $8.46 Million
Q3 2018

Nov 13, 2018

BUY
$54.8 - $63.7 $2.61 Million - $3.03 Million
47,539 Added 23.79%
247,327 $13.6 Million
Q2 2018

Aug 08, 2018

BUY
$50.0 - $66.95 $1.46 Million - $1.95 Million
29,147 Added 17.08%
199,788 $11.7 Million
Q1 2018

May 07, 2018

BUY
$48.05 - $54.3 $537,919 - $607,888
11,195 Added 7.02%
170,641 $8.68 Million
Q4 2017

Jan 17, 2018

BUY
$41.6 - $49.8 $197,683 - $236,649
4,752 Added 3.07%
159,446 $7.73 Million
Q3 2017

Nov 13, 2017

BUY
$38.3 - $43.3 $5.92 Million - $6.7 Million
154,694
154,694 $6.66 Million

Others Institutions Holding MC

About Moelis & Co


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