Tower Research Capital (TRC)’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 | $397K | Buy |
6,367
+4,380
| +220% | +$273K | 0.01% | 1176 |
|
2025
Q1 | $116K | Sell |
1,987
-2,028
| -51% | -$118K | ﹤0.01% | 1695 |
|
2024
Q4 | $297K | Buy |
4,015
+2,170
| +118% | +$160K | 0.01% | 1423 |
|
2024
Q3 | $126K | Sell |
1,845
-11,909
| -87% | -$816K | ﹤0.01% | 2050 |
|
2024
Q2 | $782K | Buy |
13,754
+11,845
| +620% | +$674K | 0.01% | 960 |
|
2024
Q1 | $108K | Sell |
1,909
-7,114
| -79% | -$404K | ﹤0.01% | 1786 |
|
2023
Q4 | $506K | Buy |
9,023
+2,171
| +32% | +$122K | 0.01% | 1360 |
|
2023
Q3 | $309K | Buy |
6,852
+3,503
| +105% | +$158K | 0.01% | 1164 |
|
2023
Q2 | $152K | Buy |
3,349
+1,971
| +143% | +$89.4K | 0.01% | 1732 |
|
2023
Q1 | $53K | Buy |
1,378
+1,091
| +380% | +$42K | ﹤0.01% | 2439 |
|
2022
Q4 | $11K | Sell |
287
-5,430
| -95% | -$208K | ﹤0.01% | 3841 |
|
2022
Q3 | $193K | Buy |
5,717
+3,539
| +162% | +$119K | ﹤0.01% | 1970 |
|
2022
Q2 | $86K | Buy |
2,178
+1,681
| +338% | +$66.4K | ﹤0.01% | 2409 |
|
2022
Q1 | $23K | Sell |
497
-155
| -24% | -$7.17K | ﹤0.01% | 3396 |
|
2021
Q4 | $41K | Sell |
652
-5,809
| -90% | -$365K | ﹤0.01% | 2921 |
|
2021
Q3 | $400K | Buy |
6,461
+4,182
| +184% | +$259K | 0.01% | 1156 |
|
2021
Q2 | $130K | Sell |
2,279
-2,976
| -57% | -$170K | ﹤0.01% | 2213 |
|
2021
Q1 | $288K | Buy |
5,255
+3,393
| +182% | +$186K | ﹤0.01% | 1696 |
|
2020
Q4 | $87K | Sell |
1,862
-45,686
| -96% | -$2.13M | ﹤0.01% | 2488 |
|
2020
Q3 | $1.67M | Buy |
47,548
+30,598
| +181% | +$1.08M | 0.02% | 523 |
|
2020
Q2 | $528K | Buy |
16,950
+16,830
| +14,025% | +$524K | 0.02% | 984 |
|
2020
Q1 | $3K | Buy |
120
+64
| +114% | +$1.6K | ﹤0.01% | 2476 |
|
2019
Q4 | $2K | Sell |
56
-114
| -67% | -$4.07K | ﹤0.01% | 3073 |
|
2019
Q3 | $6K | Sell |
170
-19,779
| -99% | -$698K | ﹤0.01% | 3225 |
|
2019
Q2 | $697K | Buy |
19,949
+19,702
| +7,977% | +$688K | 0.05% | 360 |
|
2019
Q1 | $10K | Sell |
247
-576
| -70% | -$23.3K | ﹤0.01% | 2683 |
|
2018
Q4 | $28K | Buy |
823
+539
| +190% | +$18.3K | ﹤0.01% | 1675 |
|
2018
Q3 | $16K | Buy |
+284
| New | +$16K | ﹤0.01% | 2486 |
|
2018
Q2 | – | Sell |
-2,997
| Closed | -$152K | – | 3897 |
|
2018
Q1 | $152K | Buy |
2,997
+1,899
| +173% | +$96.3K | 0.01% | 1019 |
|
2017
Q4 | $53K | Sell |
1,098
-1,859
| -63% | -$89.7K | 0.01% | 1299 |
|
2017
Q3 | $127K | Buy |
2,957
+2,777
| +1,543% | +$119K | 0.01% | 1140 |
|
2017
Q2 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 1820 |
|
2017
Q1 | – | Sell |
-669
| Closed | -$23K | – | 3567 |
|
2016
Q4 | $23K | Buy |
+669
| New | +$23K | ﹤0.01% | 2015 |
|
2016
Q2 | – | Sell |
-283
| Closed | -$8K | – | 4740 |
|
2016
Q1 | $8K | Buy |
283
+15
| +6% | +$424 | ﹤0.01% | 2211 |
|
2015
Q4 | $8K | Sell |
268
-924
| -78% | -$27.6K | ﹤0.01% | 2424 |
|
2015
Q3 | $31K | Buy |
+1,192
| New | +$31K | ﹤0.01% | 1363 |
|
2015
Q2 | – | Sell |
-909
| Closed | -$27K | – | 4788 |
|
2015
Q1 | $27K | Buy |
909
+836
| +1,145% | +$24.8K | ﹤0.01% | 1997 |
|
2014
Q4 | $3K | Sell |
73
-476
| -87% | -$19.6K | ﹤0.01% | 3119 |
|
2014
Q3 | $19K | Sell |
549
-3,823
| -87% | -$132K | ﹤0.01% | 2344 |
|
2014
Q2 | $147K | Buy |
+4,372
| New | +$147K | 0.02% | 717 |
|