A detailed history of Commonwealth Equity Services, LLC transactions in Moelis & CO stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 8,078 shares of MC stock, worth $511,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,078
Previous 5,538 45.86%
Holding current value
$511,741
Previous $345,000 66.96%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

BUY
$64.0 - $77.75 $162,560 - $197,485
2,540 Added 45.86%
8,078 $576,000
Q2 2025

Aug 06, 2025

BUY
$48.86 - $62.99 $270,586 - $348,838
5,538 New
5,538 $345,000
Q4 2024

Feb 10, 2025

BUY
$65.74 - $80.49 $186,504 - $228,350
2,837 New
2,837 $210,000
Q1 2022

May 04, 2022

SELL
$44.41 - $63.07 $144,421 - $205,103
-3,252 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$59.14 - $76.98 $192,323 - $250,338
3,252 New
3,252 $203,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $3.87B
  • 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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