Moelis & Co shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.5M | 23k | 65.42 |
| 2026-03-31 | $444k | 7.8k | 57.00 |
| 2025-12-31 | $585k | 8.5k | 68.74 |
| 2025-09-30 | $970k | 14k | 71.32 |
| 2025-06-30 | $778k | 13k | 62.32 |
| 2025-03-31 | $649k | 11k | 58.36 |
| 2024-12-31 | $126k | 1.8k | 69.28 |
| 2024-09-30 | $271k | 4.0k | 68.51 |
| 2024-03-31 | $249k | 4.4k | 56.77 |
| 2023-12-31 | $1.7M | 33k | 50.63 |
| 2023-09-30 | $1.5M | 34k | 45.13 |
| 2023-06-30 | $1.3M | 29k | 45.38 |
| 2023-03-31 | $824k | 21k | 38.48 |
| 2022-12-31 | $557k | 14k | 38.92 |
| 2022-09-30 | $402k | 12k | 33.09 |
| 2022-06-30 | $587k | 14k | 40.94 |
| 2022-03-31 | $624k | 13k | 47.06 |
| 2021-12-31 | $673k | 12k | 57.14 |
| 2021-09-30 | $557k | 9.0k | 62.00 |
| 2021-06-30 | $341k | 6.1k | 56.00 |
| 2021-03-31 | $398k | 7.4k | 54.00 |
| 2020-12-31 | $519k | 11k | 46.67 |
| 2020-09-30 | $867k | 25k | 35.00 |
| 2020-06-30 | $791k | 26k | 30.83 |
| 2020-03-31 | $811k | 29k | 28.33 |