Naples Global Advisors, LLC Moelis & CO Transaction History

Naples Global Advisors, LLC

  • $1.02 Billion
  • Q1 2025

A detailed history of Naples Global Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Naples Global Advisors, LLC holds 9,671 shares of MC stock, worth $496,799. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,671
Previous 10,171 4.92%
Holding current value
$496,799
Previous $751,000 25.43%
% of portfolio
0.05%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$57.91 - $81.2 $28,955 - $40,600
-500 Reduced 4.92%
9,671 $560,000
Q2 2024

Jul 18, 2024
BUY
$49.08 - $57.92 $15,951 - $18,824
325 Added 3.3%
10,171 $578,000
Q1 2024

Apr 29, 2024
SELL
$52.05 - $57.67 $68,966 - $76,412
-1,325 Reduced 11.86%
9,846 $558,000
Q4 2023

Jan 11, 2024
SELL
$39.08 - $58.2 $3,908 - $5,820
-100 Reduced 0.89%
11,171 $627,000
Q2 2023

Jul 17, 2023
SELL
$34.22 - $46.53 $53,725 - $73,052
-1,570 Reduced 12.23%
11,271 $511,000
Q1 2023

Apr 17, 2023
SELL
$37.15 - $49.34 $13,002 - $17,269
-350 Reduced 2.65%
12,841 $493,000
Q4 2022

Jan 20, 2023
BUY
$34.56 - $46.39 $31,449 - $42,214
910 Added 7.41%
13,191 $0
Q3 2022

Oct 20, 2022
SELL
$33.73 - $47.78 $30,019 - $42,524
-890 Reduced 6.76%
12,281 $415,000
Q2 2022

Aug 11, 2022
BUY
$38.18 - $48.0 $23,213 - $29,184
608 Added 4.84%
13,171 $518,000
Q1 2022

Apr 28, 2022
BUY
$44.41 - $63.07 $133,585 - $189,714
3,008 Added 31.48%
12,563 $590,000
Q4 2021

Feb 04, 2022
BUY
$59.14 - $76.98 $6,209 - $8,082
105 Added 1.11%
9,555 $597,000
Q3 2021

Oct 25, 2021
BUY
$52.9 - $63.75 $178,537 - $215,156
3,375 Added 55.56%
9,450 $585,000
Q2 2021

Aug 06, 2021
BUY
$51.22 - $57.73 $47,634 - $53,688
930 Added 18.08%
6,075 $346,000
Q1 2021

May 10, 2021
BUY
$45.93 - $57.96 $8,267 - $10,432
180 Added 3.63%
5,145 $282,000
Q4 2020

Feb 08, 2021
BUY
$35.13 - $47.5 $174,420 - $235,837
4,965 New
4,965 $232,000
Q1 2020

Apr 27, 2020
SELL
$23.83 - $39.95 $169,431 - $284,044
-7,110 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
$29.99 - $35.94 $343,175 - $411,261
-11,443 Reduced 61.68%
7,110 $227,000
Q3 2019

Oct 28, 2019
BUY
$31.55 - $36.67 $12,840 - $14,924
407 Added 2.24%
18,553 $609,000
Q2 2019

Jul 10, 2019
BUY
$31.78 - $43.19 $70,106 - $95,277
2,206 Added 13.84%
18,146 $634,000
Q1 2019

Apr 29, 2019
BUY
$34.57 - $47.1 $122,723 - $167,205
3,550 Added 28.65%
15,940 $663,000
Q4 2018

Feb 01, 2019
BUY
$32.96 - $55.62 $408,374 - $689,131
12,390 New
12,390 $470,000

Others Institutions Holding MC

# of Institutions
384
Shares Held
70.5M
Call Options Held
129K
Put Options Held
18.4K
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 $3.13B
  • 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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