A detailed history of Smartleaf Asset Management LLC transactions in Moelis & CO stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 1,865 shares of MC stock, worth $118,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,865
Previous 1,602 16.42%
Holding current value
$118,147
Previous $101 Million 33.61%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$64.0 - $77.75 $16,832 - $20,448
263 Added 16.42%
1,865 $135 Million
Q2 2025

Aug 14, 2025

BUY
$48.86 - $62.99 $33,224 - $42,833
680 Added 73.75%
1,602 $101 Million
Q1 2025

May 14, 2025

SELL
$57.91 - $81.2 $5,443 - $7,632
-94 Reduced 9.25%
922 $53.4 Million
Q4 2024

Feb 05, 2025

BUY
$65.74 - $80.49 $52,526 - $64,311
799 Added 368.2%
1,016 $75.4 Million
Q3 2024

Nov 13, 2024

SELL
$57.14 - $70.62 $1,828 - $2,259
-32 Reduced 12.85%
217 $15 Million
Q2 2024

Aug 13, 2024

BUY
$49.08 - $57.92 $8,343 - $9,846
170 Added 215.19%
249 $13.6 Million
Q1 2024

Oct 07, 2024

SELL
$52.05 - $57.67 $8,848 - $9,803
-170 Reduced 68.27%
79 $4.54 Million
Q1 2024

May 02, 2024

BUY
$52.05 - $57.67 $4,111 - $4,555
79 New
79 $4.52 Million

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
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management 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 Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.