Portside Wealth Group, LLC Moelis & CO Transaction History
Portside Wealth Group, LLC
- $744 Billion
- Q4 2025
A detailed history of Portside Wealth Group, LLC transactions in Moelis & CO stock. As of the latest transaction made, Portside Wealth Group, LLC holds 3,091 shares of MC stock, worth $195,814. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,091
Previous 3,821
19.1%
Holding current value
$195,814
Previous $273 Million
22.03%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding MC
# of Institutions
437Shares Held
76.6MCall 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,...