Zacks Investment Management Moelis & CO Transaction History

Zacks Investment Management

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$38.18 - $48.0 $1.69 Million - $2.12 Million	-44,232 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$44.41 - $63.07 $38,325 - $54,429	-863 Reduced 1.91%	44,232 $2.08 Million
Q4 2021 Feb 15, 2022	SELL	$59.14 - $76.98 $523,270 - $681,119	-8,848 Reduced 16.4%	45,095 $2.82 Million
Q3 2021 Nov 15, 2021	BUY	$52.9 - $63.75 $46,816 - $56,418	885 Added 1.67%	53,943 $3.34 Million
Q2 2021 Aug 16, 2021	BUY	$51.22 - $57.73 $95,935 - $108,128	1,873 Added 3.66%	53,058 $3.02 Million
Q1 2021 May 17, 2021	BUY	$45.93 - $57.96 $2.35 Million - $2.97 Million	51,185 New	51,185 $2.81 Million
Q2 2019 Aug 14, 2019	SELL	$31.78 - $43.19 $929,469 - $1.26 Million	-29,247 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$34.57 - $47.1 $527,538 - $718,746	15,260 Added 109.1%	29,247 $1.22 Million
Q4 2018 Feb 14, 2019	SELL	$32.96 - $55.62 $52,109 - $87,935	-1,581 Reduced 10.16%	13,987 $481,000
Q3 2018 Nov 14, 2018	SELL	$54.8 - $63.7 $67,732 - $78,733	-1,236 Reduced 7.36%	15,568 $853,000
Q2 2018 Aug 14, 2018	SELL	$50.0 - $66.95 $2.7 Million - $3.62 Million	-54,072 Reduced 76.29%	16,804 $986,000
Q1 2018 May 14, 2018	BUY	$48.05 - $54.3 $107,776 - $121,794	2,243 Added 3.27%	70,876 $3.6 Million
Q4 2017 Feb 14, 2018	BUY	$41.6 - $49.8 $161,740 - $193,622	3,888 Added 6.01%	68,633 $3.33 Million
Q3 2017 Nov 14, 2017	BUY	$38.3 - $43.3 $2.48 Million - $2.8 Million	64,745	64,745 $2.79 Million

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,...

Get notified when there are updates to the investment portfolio of Zacks Investment Management, based on Form 13F filings with the SEC.

Stay updated on Zacks Investment Management with notifications on news.