HighTower Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.1M | Buy |
1,060,294
+101,392
| +11% | +$6.32M | 0.08% | 251 |
|
|
2025
Q1 | $56M | Buy |
958,902
+83,034
| +9% | +$4.85M | 0.08% | 268 |
|
|
2024
Q4 | $64.7M | Sell |
875,868
-20,367
| -2% | -$1.5M | 0.09% | 237 |
|
|
2024
Q3 | $61.4M | Sell |
896,235
-139,206
| -13% | -$9.54M | 0.09% | 234 |
|
|
2024
Q2 | $58.9M | Buy |
1,035,441
+51,762
| +5% | +$2.94M | 0.09% | 231 |
|
|
2024
Q1 | $55.8M | Sell |
983,679
-151,516
| -13% | -$8.6M | 0.09% | 238 |
|
|
2023
Q4 | $63.7M | Buy |
1,135,195
+23,995
| +2% | +$1.35M | 0.11% | 207 |
|
|
2023
Q3 | $50.1M | Buy |
1,111,200
+34,740
| +3% | +$1.57M | 0.09% | 223 |
|
|
2023
Q2 | $48.8M | Buy |
1,076,460
+127,528
| +13% | +$5.78M | 0.1% | 217 |
|
|
2023
Q1 | $36.5M | Buy |
948,932
+309,912
| +48% | +$11.9M | 0.08% | 261 |
|
|
2022
Q4 | $24.5M | Buy |
+639,020
| New | +$24.5M | 0.06% | 335 |
|
|
2022
Q3 | – | Sell |
-19,112
| Closed | -$749K | – | 3024 |
|
|
2022
Q2 | $749K | Buy |
19,112
+1,372
| +8% | +$53.8K | ﹤0.01% | 1811 |
|
|
2022
Q1 | $830K | Sell |
17,740
-11,978
| -40% | -$560K | ﹤0.01% | 1855 |
|
|
2021
Q4 | $1.86M | Buy |
29,718
+2,727
| +10% | +$171K | ﹤0.01% | 1396 |
|
|
2021
Q3 | $1.67M | Buy |
26,991
+327
| +1% | +$20.2K | ﹤0.01% | 1364 |
|
|
2021
Q2 | $1.51M | Buy |
26,664
+2,768
| +12% | +$157K | ﹤0.01% | 1396 |
|
|
2021
Q1 | $1.31M | Buy |
23,896
+11,118
| +87% | +$610K | ﹤0.01% | 1419 |
|
|
2020
Q4 | $597K | Buy |
12,778
+1,991
| +18% | +$93K | ﹤0.01% | 1534 |
|
|
2020
Q3 | $380K | Sell |
10,787
-2,510
| -19% | -$88.4K | ﹤0.01% | 1690 |
|
|
2020
Q2 | $415K | Sell |
13,297
-122,724
| -90% | -$3.83M | ﹤0.01% | 1544 |
|
|
2020
Q1 | $3.83M | Buy |
136,021
+7,977
| +6% | +$224K | 0.02% | 531 |
|
|
2019
Q4 | $4.1M | Sell |
128,044
-1,192
| -0.9% | -$38.1K | 0.02% | 620 |
|
|
2019
Q3 | $4.23M | Buy |
129,236
+8,020
| +7% | +$263K | 0.02% | 621 |
|
|
2019
Q2 | $4.2M | Buy |
121,216
+49,285
| +69% | +$1.71M | 0.03% | 619 |
|
|
2019
Q1 | $2.96M | Buy |
71,931
+1,132
| +2% | +$46.5K | 0.02% | 702 |
|
|
2018
Q4 | $2.42M | Buy |
70,799
+7,738
| +12% | +$264K | 0.02% | 690 |
|
|
2018
Q3 | $3.44M | Buy |
63,061
+858
| +1% | +$46.8K | 0.02% | 638 |
|
|
2018
Q2 | $3.64M | Sell |
62,203
-58,413
| -48% | -$3.42M | 0.03% | 608 |
|
|
2018
Q1 | $6.15M | Buy |
120,616
+17,789
| +17% | +$906K | 0.05% | 400 |
|
|
2017
Q4 | $4.98M | Buy |
102,827
+44,016
| +75% | +$2.13M | 0.04% | 466 |
|
|
2017
Q3 | $2.51M | Buy |
+58,811
| New | +$2.51M | 0.02% | 737 |
|