Private Wealth Management Group, LLC Moelis & CO Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Moelis & CO stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 147 shares of MC stock, worth $9,274. This represents 0.0% of its overall portfolio holdings.
Number of Shares
147
Previous 147
-0.0%
Holding current value
$9,274
Previous $8.58 Million
6.8%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MC
# of Institutions
417Shares Held
77.4MCall Options Held
91.9KPut Options Held
8.7K-
Vanguard Group Inc Valley Forge, PA8.85MShares$558 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$514 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.77MShares$427 Million1.06% of portfolio
-
London CO Of Virginia Richmond, VA3.42MShares$216 Million1.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.08MShares$194 Million0.03% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $3.85B
- Description
- 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. The company offers its services to public multinational corporations, middle market private companies,...