Bergan Kdv Wealth Management, LLC Moelis & CO Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 56 shares of MC stock, worth $3,252. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56
Previous 56
-0.0%
Holding current value
$3,252
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MC
# of Institutions
325Shares Held
71.5MCall Options Held
36.4KPut Options Held
28.5K-
Black Rock Inc. New York, NY7.98MShares$463 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7.77MShares$451 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.14MShares$415 Million0.97% of portfolio
-
London CO Of Virginia Richmond, VA3.58MShares$208 Million1.08% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.42MShares$198 Million1.02% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $3.54B
- 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,...