A detailed history of Orion Portfolio Solutions, LLC transactions in Moelis & CO stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 38,037 shares of MC stock, worth $2.85 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
38,037
Previous 40,261 5.52%
Holding current value
$2.85 Million
Previous $2.29 Million 13.81%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 15, 2024

SELL
$57.14 - $70.62 $127,079 - $157,058
-2,224 Reduced 5.52%
38,037 $2.61 Million
Q2 2024

Aug 13, 2024

SELL
$49.08 - $57.92 $176,638 - $208,454
-3,599 Reduced 8.21%
40,261 $2.29 Million
Q1 2024

May 09, 2024

SELL
$52.05 - $57.67 $102,486 - $113,552
-1,969 Reduced 4.3%
43,860 $2.49 Million
Q4 2023

Feb 09, 2024

SELL
$39.08 - $58.2 $110,596 - $164,706
-2,830 Reduced 5.82%
45,829 $2.57 Million
Q3 2023

Nov 01, 2023

SELL
$43.88 - $52.01 $188,552 - $223,486
-4,297 Reduced 8.11%
48,659 $2.2 Million
Q2 2023

Aug 14, 2023

SELL
$34.22 - $46.53 $151,799 - $206,407
-4,436 Reduced 7.73%
52,956 $2.4 Million
Q1 2023

Aug 30, 2023

BUY
$37.15 - $49.34 $164,797 - $218,872
4,436 Added 8.38%
57,392 $2.21 Million
Q1 2023

May 15, 2023

BUY
$37.15 - $49.34 $2.13 Million - $2.83 Million
57,392 New
57,392 $2.21 Million
Q1 2020

May 15, 2020

SELL
$23.83 - $39.95 $333 - $559
-14 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$29.99 - $35.94 $419 - $503
14 New
14 $0

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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