A detailed history of Root Financial Partners, LLC transactions in Moelis & CO stock. As of the latest transaction made, Root Financial Partners, LLC holds 78 shares of MC stock, worth $4,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
78
Holding current value
$4,941
% of portfolio
0.0%

Shares

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

Oct 29, 2025

BUY
$64.0 - $77.75 $4,992 - $6,064
78 New
78 $5.56 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 $3.87B
  • 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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