Kestra Investment Management, LLC Moelis & CO Transaction History
Kestra Investment Management, LLC
- $3.19 Trillion
- Q2 2025
A detailed history of Kestra Investment Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Kestra Investment Management, LLC holds 1,463 shares of MC stock, worth $98,181. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,463
Previous 1,463
-0.0%
Holding current value
$98,181
Previous $85.4 Million
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MC
# of Institutions
416Shares Held
77.4MCall Options Held
91.9KPut Options Held
8.7K-
Vanguard Group Inc Valley Forge, PA8.85MShares$594 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$547 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.77MShares$454 Million1.06% of portfolio
-
London CO Of Virginia Richmond, VA3.42MShares$229 Million1.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.08MShares$207 Million0.03% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.09B
- 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,...