Heritage Wealth Management, LLC Moelis & CO Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 4,270 shares of MC stock, worth $319,566. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,270
Previous 4,772
10.52%
Holding current value
$319,566
Previous $270,000
10.37%
% of portfolio
0.14%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding MC
# of Institutions
358Shares Held
69.9MCall Options Held
126KPut Options Held
65.3K-
Black Rock Inc. New York, NY8.15MShares$610 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.05MShares$602 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.23MShares$541 Million1.13% of portfolio
-
London CO Of Virginia Richmond, VA3.69MShares$276 Million1.36% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT2.85MShares$213 Million0.97% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.57B
- 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,...