A detailed history of Blue Zone Wealth Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 58,791 shares of MC stock, worth $4.41 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
58,791
Previous 58,054 1.27%
Holding current value
$4.41 Million
Previous $3.3 Million 22.03%
% of portfolio
1.34%
Previous 1.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$57.14 - $70.62 $42,112 - $52,046
737 Added 1.27%
58,791 $4.03 Million
Q2 2024

Jul 12, 2024

BUY
$49.08 - $57.92 $71,607 - $84,505
1,459 Added 2.58%
58,054 $3.3 Million
Q1 2024

Apr 17, 2024

BUY
$52.05 - $57.67 $2.95 Million - $3.26 Million
56,595 New
56,595 $3.21 Million

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.58B
  • 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,...
More about MC
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