A detailed history of Clearstead Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Clearstead Advisors, LLC holds 603 shares of MC stock, worth $45,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares
603
Previous 5,570 89.17%
Holding current value
$45,128
Previous $316,000 87.03%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$57.14 - $70.62 $283,814 - $350,769
-4,967 Reduced 89.17%
603 $41,000
Q2 2024

Aug 09, 2024

BUY
$49.08 - $57.92 $273,375 - $322,614
5,570 New
5,570 $316,000
Q2 2022

Aug 12, 2022

SELL
$38.18 - $48.0 $8,208 - $10,320
-215 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$44.41 - $63.07 $9,548 - $13,560
215 New
215 $10,000
Q4 2021

Feb 14, 2022

SELL
$59.14 - $76.98 $26,967 - $35,102
-456 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$52.9 - $63.75 $24,122 - $29,070
456 New
456 $28,000
Q1 2021

May 14, 2021

SELL
$45.93 - $57.96 $9,874 - $12,461
-215 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$35.13 - $47.5 $1,756 - $2,375
50 Added 30.3%
215 $10,000
Q1 2020

May 14, 2020

BUY
$23.83 - $39.95 $3,931 - $6,591
165 New
165 $5,000

Others Institutions Holding MC

About Moelis & Co


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