Sky Oak Wealth, LLC Moelis & CO Transaction History
Sky Oak Wealth, LLC
- $494 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding MC
# of Institutions
417Shares Held
77.4MCall Options Held
91.9KPut Options Held
8.7K-
Vanguard Group Inc Valley Forge, PA8.85MShares$558 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$514 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.77MShares$427 Million1.06% of portfolio
-
London CO Of Virginia Richmond, VA3.42MShares$216 Million1.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.08MShares$194 Million0.03% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $3.85B
- 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,...