Venturi Wealth Management, LLC Moelis & CO Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 3,531 shares of MC stock, worth $268,179. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,531
Previous 6,443
45.2%
Holding current value
$268,179
Previous $441,000
41.04%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding MC
# of Institutions
379Shares Held
70.8MCall Options Held
142KPut Options Held
51.6K-
Black Rock Inc. New York, NY8.15MShares$619 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.15MShares$619 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.1MShares$539 Million1.26% of portfolio
-
London CO Of Virginia Richmond, VA3.67MShares$279 Million1.55% of portfolio
-
State Street Corp Boston, MA2.86MShares$217 Million0.01% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.63B
- 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,...