A detailed history of Heritage Family Offices, LLP transactions in Moelis & CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 5,446 shares of MC stock, worth $365,481. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,446
Previous 4,940 10.24%
Holding current value
$365,481
Previous $286 Million 35.75%
% of portfolio
0.18%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

BUY
$64.0 - $77.75 $32,384 - $39,341
506 Added 10.24%
5,446 $388 Million
Q1 2025

Apr 10, 2025

BUY
$57.91 - $81.2 $27,565 - $38,651
476 Added 10.66%
4,940 $288 Million
Q4 2024

Jan 14, 2025

BUY
$65.74 - $80.49 $14,002 - $17,144
213 Added 5.01%
4,464 $330 Million
Q3 2024

Oct 16, 2024

SELL
$57.14 - $70.62 $1,085 - $1,341
-19 Reduced 0.44%
4,251 $291 Million
Q2 2024

Aug 01, 2024

BUY
$49.08 - $57.92 $209,571 - $247,318
4,270 New
4,270 $243 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 $4.09B
  • 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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