Creative Planning Moelis & CO Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Moelis & CO stock. As of the latest transaction made, Creative Planning holds 5,872 shares of MC stock, worth $402,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,872
Previous 6,227
5.7%
Holding current value
$402,290
Previous $353,000
5.67%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding MC
# of Institutions
315Shares Held
72.1MCall Options Held
105KPut Options Held
26.1K-
Vanguard Group Inc Valley Forge, PA8.15MShares$559 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$558 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.19MShares$493 Million1.03% of portfolio
-
London CO Of Virginia Richmond, VA3.62MShares$248 Million1.16% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.58MShares$245 Million1.1% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.18B
- 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,...