A detailed history of Trajan Wealth LLC transactions in Moelis & CO stock. As of the latest transaction made, Trajan Wealth LLC holds 3,478 shares of MC stock, worth $260,293. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,478
Previous 3,698 5.95%
Holding current value
$260,293
Previous $210 Million 13.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

SELL
$57.14 - $70.62 $12,570 - $15,536
-220 Reduced 5.95%
3,478 $238 Million
Q2 2024

Jul 26, 2024

SELL
$49.08 - $57.92 $12,466 - $14,711
-254 Reduced 6.43%
3,698 $210 Million
Q1 2024

May 14, 2024

BUY
$52.05 - $57.67 $205,701 - $227,911
3,952 New
3,952 $224 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 $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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