A detailed history of Venturi Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 6,443 shares of MC stock, worth $481,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,443
Previous 4,230 52.32%
Holding current value
$481,227
Previous $240,000 83.75%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$57.14 - $70.62 $126,450 - $156,282
2,213 Added 52.32%
6,443 $441,000
Q2 2024

Jul 19, 2024

BUY
$49.08 - $57.92 $207,608 - $245,001
4,230 New
4,230 $240,000

Others Institutions Holding MC

About Moelis & Co


  • Ticker MC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 61,011,100
  • Market Cap $4.56B
  • 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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