A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Moelis & CO stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 4,972 shares of MC stock, worth $372,104. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,972
Previous 4,970 0.04%
Holding current value
$372,104
Previous $278,000 1.44%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$52.05 - $57.67 $104 - $115
2 Added 0.04%
4,972 $282,000
Q2 2023

Aug 08, 2023

BUY
$34.22 - $46.53 $170,073 - $231,254
4,970 New
4,970 $225,000
Q2 2022

Aug 03, 2022

SELL
$38.18 - $48.0 $175,208 - $220,272
-4,589 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$44.41 - $63.07 $7,505 - $10,658
169 Added 3.82%
4,589 $204,000
Q2 2021

Aug 04, 2021

BUY
$51.22 - $57.73 $5,685 - $6,408
111 Added 2.58%
4,420 $251,000
Q1 2021

May 11, 2021

SELL
$45.93 - $57.96 $1,561 - $1,970
-34 Reduced 0.78%
4,309 $236,000
Q4 2020

Feb 12, 2021

BUY
$35.13 - $47.5 $152,569 - $206,292
4,343 New
4,343 $203,000
Q4 2018

Feb 08, 2019

SELL
$32.96 - $55.62 $81,048 - $136,769
-2,459 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
$54.8 - $63.7 $128,232 - $149,058
-2,340 Reduced 48.76%
2,459 $135,000
Q3 2017

Nov 13, 2017

BUY
$38.3 - $43.3 $183,801 - $207,796
4,799
4,799 $207,000

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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