A detailed history of Peak Financial Advisors LLC transactions in Moelis & CO stock. As of the latest transaction made, Peak Financial Advisors LLC holds 8,363 shares of MC stock, worth $652,648. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,363
Previous 8,497 1.58%
Holding current value
$652,648
Previous $582,000 6.01%
% of portfolio
0.4%
Previous 0.37%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$65.74 - $80.49 $8,809 - $10,785
-134 Reduced 1.58%
8,363 $617,000
Q3 2024

Oct 09, 2024

SELL
$57.14 - $70.62 $14,399 - $17,796
-252 Reduced 2.88%
8,497 $582,000
Q2 2024

Jul 12, 2024

BUY
$49.08 - $57.92 $1,668 - $1,969
34 Added 0.39%
8,749 $497,000
Q1 2024

Apr 12, 2024

BUY
$52.05 - $57.67 $12,752 - $14,129
245 Added 2.89%
8,715 $494,000
Q4 2023

Jan 10, 2024

BUY
$39.08 - $58.2 $32,045 - $47,724
820 Added 10.72%
8,470 $475,000
Q3 2023

Oct 10, 2023

BUY
$43.88 - $52.01 $50,988 - $60,435
1,162 Added 17.91%
7,650 $345,000
Q2 2023

Jul 10, 2023

BUY
$34.22 - $46.53 $4,174 - $5,676
122 Added 1.92%
6,488 $294,000
Q1 2023

Apr 18, 2023

SELL
$37.15 - $49.34 $965 - $1,282
-26 Reduced 0.41%
6,366 $244,000
Q4 2022

Jan 12, 2023

SELL
$34.56 - $46.39 $17,936 - $24,076
-519 Reduced 7.51%
6,392 $245 Million
Q3 2022

Oct 26, 2022

SELL
$33.73 - $47.78 $42,027 - $59,533
-1,246 Reduced 15.28%
6,911 $234,000
Q2 2022

Jul 14, 2022

SELL
$38.18 - $48.0 $101,520 - $127,632
-2,659 Reduced 24.58%
8,157 $321,000
Q1 2022

Apr 22, 2022

SELL
$44.41 - $63.07 $1,909 - $2,712
-43 Reduced 0.4%
10,816 $508,000
Q4 2021

Jan 19, 2022

BUY
$59.14 - $76.98 $33,295 - $43,339
563 Added 5.47%
10,859 $679,000
Q3 2021

Oct 12, 2021

BUY
$52.9 - $63.75 $25,973 - $31,301
491 Added 5.01%
10,296 $637,000
Q2 2021

Jul 26, 2021

BUY
$51.22 - $57.73 $502,212 - $566,042
9,805 New
9,805 $558,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.76B
  • 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
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.