Wbi Investments, Inc. Moelis & CO Transaction History

Wbi Investments, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	BUY	$33.73 - $47.78 $33,730 - $47,780	1,000 Added 9.64%	11,369 $384,000
Q2 2022 Jul 25, 2022	BUY	$38.18 - $48.0 $8,246 - $10,368	216 Added 2.13%	10,369 $408,000
Q1 2022 May 02, 2022	BUY	$44.41 - $63.07 $450,894 - $640,349	10,153 New	10,153 $476,000
Q4 2021 Jan 28, 2022	SELL	$59.14 - $76.98 $324,382 - $422,235	-5,485 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$52.9 - $63.75 $298,144 - $359,295	-5,636 Reduced 50.68%	5,485 $339,000
Q2 2021 Aug 13, 2021	BUY	$51.22 - $57.73 $569,566 - $641,957	11,120 Added 1112000.0%	11,121 $633,000
Q2 2021 Aug 09, 2021	BUY	$51.22 - $57.73 $51 - $57	1 New	1 $633,000
Q2 2018 Aug 09, 2018	SELL	$50.0 - $66.95 $242,700 - $324,975	-4,854 Closed	0 $0
Q1 2018 May 10, 2018	SELL	$48.05 - $54.3 $202,867 - $229,254	-4,222 Reduced 46.52%	4,854 $247,000
Q4 2017 Feb 08, 2018	SELL	$41.6 - $49.8 $102,668 - $122,906	-2,468 Reduced 21.38%	9,076 $440,000
Q3 2017 Nov 13, 2017	BUY	$38.3 - $43.3 $442,135 - $499,855	11,544	11,544 $497,000

358

69.9M

126K

65.3K

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,...

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