Heritage Family Offices, LLP Moelis & CO Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Moelis & CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 4,251 shares of MC stock, worth $327,369. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,251
Previous 4,270
0.44%
Holding current value
$327,369
Previous $243 Million
19.95%
% of portfolio
0.15%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding MC
# of Institutions
326Shares Held
72.6MCall Options Held
105KPut Options Held
26.1K-
Vanguard Group Inc Valley Forge, PA8.15MShares$628 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$628 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.19MShares$554 Million1.03% of portfolio
-
London CO Of Virginia Richmond, VA3.62MShares$279 Million1.16% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.58MShares$276 Million1.1% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.7B
- 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,...