Peak Financial Advisors LLC Moelis & CO Transaction History
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
A detailed history of Peak Financial Advisors LLC transactions in Moelis & CO stock. As of the latest transaction made, Peak Financial Advisors LLC holds 8,497 shares of MC stock, worth $635,915. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,497
Previous 8,749
2.88%
Holding current value
$635,915
Previous $497,000
17.1%
% of portfolio
0.37%
Previous 0.36%
Shares
14 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,...