A detailed history of Strata Wealth Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 28,712 shares of MC stock, worth $2.17 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
28,712
Previous 29,428 2.43%
Holding current value
$2.17 Million
Previous $1.67 Billion 17.56%
% of portfolio
0.63%
Previous 0.58%

Shares

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

Nov 13, 2024

SELL
$57.14 - $70.62 $40,912 - $50,563
-716 Reduced 2.43%
28,712 $1.97 Billion
Q2 2024

Aug 14, 2024

SELL
$49.08 - $57.92 $35,092 - $41,412
-715 Reduced 2.37%
29,428 $1.67 Billion
Q1 2024

Apr 17, 2024

SELL
$52.05 - $57.67 $1.14 Million - $1.26 Million
-21,907 Reduced 42.09%
30,143 $1.71 Billion
Q4 2023

Jan 31, 2024

BUY
$39.08 - $58.2 $2.03 Million - $3.03 Million
52,050 New
52,050 $2.92 Billion

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.6B
  • 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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