Moelis & Co shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 25k | 56.13 |
| 2023-09-30 | $1.3M | 28k | 45.13 |
| 2023-06-30 | $1.3M | 28k | 45.34 |
| 2023-03-31 | $325k | 8.5k | 38.44 |
| 2022-12-31 | $410k | 11k | 38.37 |
| 2022-09-30 | $360k | 11k | 33.80 |
| 2022-06-30 | $356k | 9.1k | 39.34 |
| 2022-03-31 | $410k | 8.7k | 47.00 |
| 2021-12-31 | $529k | 8.5k | 62.46 |
| 2021-09-30 | $541k | 8.7k | 61.87 |
| 2021-06-30 | $297k | 5.2k | 56.98 |
| 2021-03-31 | $286k | 5.2k | 54.87 |
| 2020-12-31 | $137k | 2.9k | 46.68 |
| 2020-09-30 | $103k | 2.9k | 35.09 |
| 2020-06-30 | $90k | 2.9k | 30.66 |
| 2020-03-31 | $54k | 2.0k | 27.00 |
| 2019-06-30 | $0 | 0 | 0.00 |
| 2019-03-31 | $0 | 0 | 0.00 |
| 2018-12-31 | $24k | 711 | 33.76 |
| 2018-09-30 | $14k | 247 | 56.68 |
| 2018-06-30 | $21k | 366 | 57.38 |
More positions owned by Captrust Financial Advisors
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