A detailed history of Steward Partners Investment Advisory, LLC transactions in Moelis & CO stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 9,742 shares of MC stock, worth $729,091. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,742
Previous 9,225 5.6%
Holding current value
$729,091
Previous $524,000 27.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$57.14 - $70.62 $29,541 - $36,510
517 Added 5.6%
9,742 $667,000
Q2 2024

Aug 08, 2024

BUY
$49.08 - $57.92 $5,398 - $6,371
110 Added 1.21%
9,225 $524,000
Q1 2024

May 15, 2024

SELL
$52.05 - $57.67 $54,288 - $60,149
-1,043 Reduced 10.27%
9,115 $517,000
Q4 2023

Feb 12, 2024

BUY
$39.08 - $58.2 $21,533 - $32,068
551 Added 5.74%
10,158 $570,000
Q3 2023

Nov 13, 2023

BUY
$43.88 - $52.01 $20,097 - $23,820
458 Added 5.01%
9,607 $433,000
Q2 2023

Aug 14, 2023

SELL
$34.22 - $46.53 $30,524 - $41,504
-892 Reduced 8.88%
9,149 $414,000
Q1 2023

May 15, 2023

BUY
$37.15 - $49.34 $52,307 - $69,470
1,408 Added 16.31%
10,041 $385,000
Q4 2022

Feb 15, 2023

BUY
$34.56 - $46.39 $58,406 - $78,399
1,690 Added 24.34%
8,633 $331,000
Q3 2022

Nov 10, 2022

BUY
$33.73 - $47.78 $29,884 - $42,333
886 Added 14.63%
6,943 $235,000
Q2 2022

Aug 04, 2022

SELL
$38.18 - $48.0 $5,574 - $7,008
-146 Reduced 2.35%
6,057 $238,000
Q1 2022

May 02, 2022

BUY
$44.41 - $63.07 $117,242 - $166,504
2,640 Added 74.09%
6,203 $291,000
Q4 2021

Feb 08, 2022

BUY
$59.14 - $76.98 $10,645 - $13,856
180 Added 5.32%
3,563 $223,000
Q2 2021

Aug 13, 2021

SELL
$51.22 - $57.73 $41,283 - $46,530
-806 Reduced 19.24%
3,383 $192,000
Q1 2021

May 14, 2021

SELL
$45.93 - $57.96 $96,453 - $121,716
-2,100 Reduced 33.39%
4,189 $229,000
Q4 2020

Feb 11, 2021

SELL
$35.13 - $47.5 $3,513 - $4,750
-100 Reduced 1.57%
6,289 $294,000
Q3 2020

Oct 30, 2020

BUY
$28.95 - $35.14 $16,617 - $20,170
574 Added 9.87%
6,389 $225,000
Q2 2020

Aug 06, 2020

SELL
$26.51 - $37.85 $11,293 - $16,124
-426 Reduced 6.83%
5,815 $181,000
Q1 2020

Apr 29, 2020

SELL
$23.83 - $39.95 $83,238 - $139,545
-3,493 Reduced 35.88%
6,241 $175,000
Q4 2019

Jan 17, 2020

BUY
$29.99 - $35.94 $3,718 - $4,456
124 Added 1.29%
9,734 $310,000
Q3 2019

Oct 30, 2019

BUY
$31.55 - $36.67 $18,046 - $20,975
572 Added 6.33%
9,610 $315,000
Q2 2019

Jul 25, 2019

BUY
$31.78 - $43.19 $56,250 - $76,446
1,770 Added 24.35%
9,038 $315,000
Q1 2019

Apr 30, 2019

SELL
$34.57 - $47.1 $55,484 - $75,595
-1,605 Reduced 18.09%
7,268 $302,000
Q4 2018

Jan 15, 2019

SELL
$32.96 - $55.62 $5,768 - $9,733
-175 Reduced 1.93%
8,873 $305,000
Q3 2018

Oct 23, 2018

BUY
$54.8 - $63.7 $6,795 - $7,898
124 Added 1.39%
9,048 $496,000
Q2 2018

Jul 20, 2018

SELL
$50.0 - $66.95 $40,100 - $53,693
-802 Reduced 8.25%
8,924 $523,000
Q1 2018

Apr 20, 2018

BUY
$48.05 - $54.3 $54,632 - $61,739
1,137 Added 13.24%
9,726 $494,000
Q4 2017

Jan 19, 2018

SELL
$41.6 - $49.8 $22,339 - $26,742
-537 Reduced 5.88%
8,589 $416,000
Q3 2017

Nov 22, 2017

BUY
$38.3 - $43.3 $7,391 - $8,356
193 Added 2.16%
9,126 $392,000
Q2 2017

Nov 22, 2017

BUY
N/A
8,933
8,933 $347,000

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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