Curated Wealth Partners LLC Moelis & CO Transaction History
Curated Wealth Partners LLC
- $830 Million
- Q2 2025
A detailed history of Curated Wealth Partners LLC transactions in Moelis & CO stock. As of the latest transaction made, Curated Wealth Partners LLC holds 9,021 shares of MC stock, worth $663,945. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,021
Previous 8,906
1.29%
Holding current value
$663,945
Previous $519,000
8.29%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding MC
# of Institutions
427Shares Held
76.3MCall Options Held
83.7KPut Options Held
12.8K-
Vanguard Group Inc Valley Forge, PA8.85MShares$651 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$600 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.92MShares$509 Million1.03% of portfolio
-
London CO Of Virginia Richmond, VA3.54MShares$261 Million1.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.94MShares$217 Million0.03% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.49B
- 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,...