Royal Bank of Canada’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 | $39.7M | Buy |
636,747
+172,114
| +37% | +$10.7M | 0.01% | 977 |
|
|
2025
Q1 | $27.1M | Buy |
464,633
+22,663
| +5% | +$1.32M | 0.01% | 1013 |
|
|
2024
Q4 | $32.7M | Sell |
441,970
-214,457
| -33% | -$15.8M | 0.01% | 944 |
|
|
2024
Q3 | $45M | Buy |
656,427
+64,637
| +11% | +$4.43M | 0.01% | 776 |
|
|
2024
Q2 | $33.6M | Buy |
591,790
+72,100
| +14% | +$4.1M | 0.01% | 873 |
|
|
2024
Q1 | $29.5M | Buy |
519,690
+34,298
| +7% | +$1.95M | 0.01% | 944 |
|
|
2023
Q4 | $27.2M | Buy |
485,392
+115,086
| +31% | +$6.46M | 0.01% | 968 |
|
|
2023
Q3 | $16.7M | Buy |
370,306
+28,995
| +8% | +$1.31M | ﹤0.01% | 1116 |
|
|
2023
Q2 | $15.5M | Buy |
341,311
+22,064
| +7% | +$1M | ﹤0.01% | 1169 |
|
|
2023
Q1 | $12.3M | Buy |
319,247
+121,161
| +61% | +$4.66M | ﹤0.01% | 1264 |
|
|
2022
Q4 | $7.6M | Buy |
198,086
+8,797
| +5% | +$338K | ﹤0.01% | 1574 |
|
|
2022
Q3 | $6.4M | Sell |
189,289
-686
| -0.4% | -$23.2K | ﹤0.01% | 1627 |
|
|
2022
Q2 | $7.47M | Buy |
189,975
+72,093
| +61% | +$2.84M | ﹤0.01% | 1550 |
|
|
2022
Q1 | $5.53M | Sell |
117,882
-1,001
| -0.8% | -$47K | ﹤0.01% | 1882 |
|
|
2021
Q4 | $7.43M | Sell |
118,883
-20,074
| -14% | -$1.25M | ﹤0.01% | 1800 |
|
|
2021
Q3 | $8.6M | Buy |
138,957
+11,398
| +9% | +$705K | ﹤0.01% | 1689 |
|
|
2021
Q2 | $7.26M | Buy |
127,559
+6,074
| +5% | +$346K | ﹤0.01% | 1814 |
|
|
2021
Q1 | $6.67M | Sell |
121,485
-64,879
| -35% | -$3.56M | ﹤0.01% | 1793 |
|
|
2020
Q4 | $8.72M | Buy |
186,364
+3,832
| +2% | +$179K | ﹤0.01% | 1574 |
|
|
2020
Q3 | $6.41M | Buy |
182,532
+906
| +0.5% | +$31.8K | ﹤0.01% | 1600 |
|
|
2020
Q2 | $5.66M | Buy |
181,626
+157,249
| +645% | +$4.9M | ﹤0.01% | 1631 |
|
|
2020
Q1 | $685K | Buy |
24,377
+1,254
| +5% | +$35.2K | ﹤0.01% | 2926 |
|
|
2019
Q4 | $738K | Buy |
23,123
+13,842
| +149% | +$442K | ﹤0.01% | 3160 |
|
|
2019
Q3 | $305K | Buy |
9,281
+767
| +9% | +$25.2K | ﹤0.01% | 3623 |
|
|
2019
Q2 | $298K | Sell |
8,514
-56,537
| -87% | -$1.98M | ﹤0.01% | 3673 |
|
|
2019
Q1 | $2.71M | Sell |
65,051
-70
| -0.1% | -$2.91K | ﹤0.01% | 2081 |
|
|
2018
Q4 | $2.24M | Sell |
65,121
-6,663
| -9% | -$229K | ﹤0.01% | 2110 |
|
|
2018
Q3 | $3.94M | Buy |
71,784
+6,121
| +9% | +$336K | ﹤0.01% | 1922 |
|
|
2018
Q2 | $3.85M | Sell |
65,663
-57,951
| -47% | -$3.4M | ﹤0.01% | 1838 |
|
|
2018
Q1 | $6.29M | Buy |
123,614
+4,944
| +4% | +$251K | ﹤0.01% | 1542 |
|
|
2017
Q4 | $5.76M | Sell |
118,670
-1,758
| -1% | -$85.3K | ﹤0.01% | 1595 |
|
|
2017
Q3 | $5.18M | Buy |
120,428
+1,138
| +1% | +$49K | ﹤0.01% | 1601 |
|
|
2017
Q2 | $4.63M | Sell |
119,290
-57,772
| -33% | -$2.24M | ﹤0.01% | 1616 |
|
|
2017
Q1 | $6.82M | Sell |
177,062
-399
| -0.2% | -$15.4K | ﹤0.01% | 1425 |
|
|
2016
Q4 | $6.02M | Buy |
177,461
+1,027
| +0.6% | +$34.8K | ﹤0.01% | 1470 |
|
|
2016
Q3 | $4.75M | Sell |
176,434
-1,552
| -0.9% | -$41.7K | ﹤0.01% | 1571 |
|
|
2016
Q2 | $4M | Buy |
177,986
+1,751
| +1% | +$39.4K | ﹤0.01% | 1650 |
|
|
2016
Q1 | $4.98M | Sell |
176,235
-143
| -0.1% | -$4.04K | ﹤0.01% | 1538 |
|
|
2015
Q4 | $5.15M | Sell |
176,378
-583
| -0.3% | -$17K | ﹤0.01% | 1523 |
|
|
2015
Q3 | $4.65M | Sell |
176,961
-351
| -0.2% | -$9.22K | ﹤0.01% | 1325 |
|
|
2015
Q2 | $5.09M | Buy |
177,312
+1,142
| +0.6% | +$32.8K | ﹤0.01% | 1354 |
|
|
2015
Q1 | $5.31M | Sell |
176,170
-1,833
| -1% | -$55.2K | ﹤0.01% | 1326 |
|
|
2014
Q4 | $6.22M | Buy |
+178,003
| New | +$6.22M | ﹤0.01% | 1252 |
|