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, as well as strategic, capital structure, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. It operates in North and South America, Europe, the Middle East, Asia, and Australia. The company was founded in 2007 and is headquartered in New York, New York.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-07-24 |
2024-06 |
0.14 |
N/A |
N/A |
N/A |
2024-04-24 |
2024-03 |
0.11 |
0.22 |
0.11 |
100.00% |
2024-02-07 |
2023-12 |
-0.11 |
-0.06 |
0.05 |
45.45% |
2023-11-02 |
2023-09 |
0.05 |
-0.15 |
-0.2 |
-400.00% |
2023-07-26 |
2023-06 |
-0.02 |
-0.04 |
-0.02 |
-100.00% |
2023-04-26 |
2023-03 |
0.11 |
0.05 |
-0.06 |
-54.55% |
Date |
Firm |
Action |
From |
To |
2023-10-02 |
UBS |
Upgrade |
Sell |
Sell |
2023-07-26 |
JP Morgan |
Upgrade |
Neutral |
Neutral |
2023-07-11 |
Goldman Sachs |
Upgrade |
Sell |
Sell |
2023-07-11 |
Morgan Stanley |
Upgrade |
Underweight |
Underweight |
2023-06-26 |
Morgan Stanley |
Upgrade |
Underweight |
Underweight |
2023-04-26 |
Keefe, Bruyette & Woods |
Upgrade |
|
Underperform |
Date |
Name |
Relation |
Quantity |
Description |
2024-02-20 |
CALLESANO CHRISTOPHER |
Officer |
885.00 |
Sale |
2024-04-24 |
CANTOR ERIC |
Officer and Director |
196.26K |
Conversion of Exercise of derivative security |
2023-08-01 |
CRAIN ELIZABETH A |
Chief Operating Officer |
0.00 |
Sale |
2024-05-12 |
MAHMOODZADEGAN NAVID |
President |
0.00 |
Sale |
2024-05-09 |
MOELIS KENNETH D |
Chief Executive Officer |
5.34K |
Sale |
2024-02-20 |
PILCHER CIAFONE KATHERINE |
Chief Operating Officer |
3.67K |
Sale |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Vanguard Group Inc |
7.76M |
351.79M |
11.65% |
2023-06-29 |
Kayne Anderson Rudnick Investment Management LLC |
7.23M |
327.80M |
10.86% |
2023-06-29 |
Blackrock Inc. |
6.24M |
282.88M |
9.37% |
2023-06-29 |
Goldman Sachs Group Inc |
4.81M |
217.99M |
7.22% |
2023-06-29 |
Wasatch Advisors LP |
4.26M |
193.26M |
6.40% |
2023-06-29 |
London Company of Virginia, (The) |
3.42M |
155.14M |
5.14% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Touchstone Funds Group Tr-Touchstone Mid-Cap Fd |
2.69M |
122.04M |
4.04% |
2023-09-29 |
iShares Core S&P Smallcap ETF |
2.60M |
117.15M |
3.90% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
2.12M |
96.25M |
3.19% |
2023-06-29 |
Vanguard Small-Cap Index Fund |
1.72M |
77.92M |
2.58% |
2023-06-29 |
Wasatch Core Growth Fund |
1.67M |
75.77M |
2.51% |
2023-08-30 |
iShares Russell 2000 ETF |
1.54M |
73.10M |
2.32% |
Dividend |
Date |
0.6 |
2024-05-03 |
0.6 |
2024-02-16 |
0.6 |
2023-11-10 |
0.6 |
2023-08-04 |
0.6 |
2023-05-05 |
0.6 |
2023-02-17 |
Split |
Date |
1 : 1 |
2017-06-20 |
1 : 2 |
2014-08-29 |