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Moelis & Co
57.08
USD
+0.81
1.44%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
57.16
+0.08
0.14%
1 day
1.44%
5 days
1.58%
1 month
-12.71%
3 months
-12.72%
6 months
-9.06%
Year to date
-19.85%
1 year
-13.09%
5 years
-15.1%
10 years
121.24%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 201 |
FCA
201
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$32K | -1,014 | Closed |
|
| 202 |
HIM
202
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$13K | -400 | Closed |
|
| 203 |
LPWM
203
Lake Point Wealth Management
Rockwall,
Texas
| – | -$2K | -70 | Closed |
|
| 204 |
FHA
204
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$2.07K | -63 | -95% |
|
| 205 |
PFGIA
205
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -25 | Closed |
|
| 206 |
GWMIA
206
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$197 | -6 | -50% |
|
| 207 |
GWS
207
Glassman Wealth Services
Vienna,
Virginia
| – | +$361 | +11 | New |
|