Blue Zone Wealth Advisors, LLC Moelis & CO Transaction History
Blue Zone Wealth Advisors, LLC
- $461 Million
- Q3 2025
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 81,616 shares of MC stock, worth $5.17 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
81,616
Previous 80,277
1.67%
Holding current value
$5.17 Million
Previous $5 Million
16.35%
% of portfolio
1.26%
Previous 1.38%
Shares
7 transactions
Others Institutions Holding MC
# of Institutions
437Shares Held
76.4MCall Options Held
142KPut Options Held
95K-
Vanguard Group Inc Valley Forge, PA8.73MShares$553 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$516 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.46MShares$409 Million1.18% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.3MShares$209 Million1.32% of portfolio
-
London CO Of Virginia Richmond, VA3.27MShares$207 Million1.36% of portfolio
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,...