A detailed history of Merit Financial Group, LLC transactions in Moelis & CO stock. As of the latest transaction made, Merit Financial Group, LLC holds 8,524 shares of MC stock, worth $539,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,524
Previous 5,850 45.71%
Holding current value
$539,995
Previous $417,000 29.26%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026

BUY
$62.14 - $72.09 $166,162 - $192,768
2,674 Added 45.71%
8,524 $539,000
Q3 2025

Oct 20, 2025

BUY
$64.0 - $77.75 $26,944 - $32,732
421 Added 7.75%
5,850 $417,000
Q2 2025

Jul 22, 2025

BUY
$48.86 - $62.99 $265,260 - $341,972
5,429 New
5,429 $338,000

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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