A detailed history of Pensionmark Financial Group, LLC transactions in Moelis & CO stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,329 shares of MC stock, worth $464,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,329
Previous 7,268 0.84%
Holding current value
$464,292
Previous $452,000 15.49%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$64.0 - $77.75 $3,904 - $4,742
61 Added 0.84%
7,329 $522,000
Q2 2025

Aug 04, 2025

BUY
$48.86 - $62.99 $355,114 - $457,811
7,268 New
7,268 $452,000

Others Institutions Holding MC

About Moelis & Co


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