A detailed history of New Edge Wealth, LLC transactions in Moelis & CO stock. As of the latest transaction made, New Edge Wealth, LLC holds 58,560 shares of MC stock, worth $4.38 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
58,560
Previous 49,823 17.54%
Holding current value
$4.38 Million
Previous $2.83 Million 41.63%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 12, 2024

BUY
$57.14 - $70.62 $499,232 - $617,006
8,737 Added 17.54%
58,560 $4.01 Million
Q2 2024

Aug 01, 2024

SELL
$49.08 - $57.92 $51,484 - $60,758
-1,049 Reduced 2.06%
49,823 $2.83 Million
Q1 2024

May 06, 2024

BUY
$52.05 - $57.67 $37,632 - $41,695
723 Added 1.44%
50,872 $2.89 Million
Q4 2023

Jan 29, 2024

SELL
$39.08 - $58.2 $44,629 - $66,464
-1,142 Reduced 2.23%
50,149 $2.81 Million
Q3 2023

Nov 08, 2023

SELL
$43.88 - $52.01 $20,448 - $24,236
-466 Reduced 0.9%
51,291 $2.31 Million
Q2 2023

Aug 09, 2023

SELL
$34.22 - $46.53 $6,501 - $8,840
-190 Reduced 0.37%
51,757 $2.35 Million
Q1 2023

May 08, 2023

SELL
$37.15 - $49.34 $107,920 - $143,332
-2,905 Reduced 5.3%
51,947 $2 Million
Q4 2022

Feb 14, 2023

BUY
$34.56 - $46.39 $33,696 - $45,230
975 Added 1.81%
54,852 $2.1 Million
Q3 2022

Nov 14, 2022

BUY
$33.73 - $47.78 $452,993 - $641,685
13,430 Added 33.2%
53,877 $1.82 Million
Q2 2022

Aug 09, 2022

BUY
$38.18 - $48.0 $587,475 - $738,576
15,387 Added 61.4%
40,447 $1.59 Million
Q1 2022

May 10, 2022

BUY
$44.41 - $63.07 $9,548 - $13,560
215 Added 0.87%
25,060 $1.18 Million
Q4 2021

Jan 31, 2022

BUY
$59.14 - $76.98 $53,639 - $69,820
907 Added 3.79%
24,845 $1.55 Million
Q3 2021

Nov 12, 2021

BUY
$52.9 - $63.75 $16,557 - $19,953
313 Added 1.32%
23,938 $1.48 Million
Q2 2021

Aug 11, 2021

BUY
$51.22 - $57.73 $157,450 - $177,462
3,074 Added 14.96%
23,625 $1.34 Million
Q1 2021

May 13, 2021

BUY
$45.93 - $57.96 $308,374 - $389,143
6,714 Added 48.52%
20,551 $1.13 Million
Q4 2020

May 13, 2021

BUY
$35.13 - $47.5 $486,093 - $657,257
13,837 New
13,837 $647,000

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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