Clearstead Advisors, LLC Moelis & CO Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Clearstead Advisors, LLC holds 89 shares of MC stock, worth $5,638. This represents 0.0% of its overall portfolio holdings.
Number of Shares
89
Previous 89
-0.0%
Holding current value
$5,638
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 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,...