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Moelis & Co shares owned by Callan Family Office

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Callan Family Office from 13F filings

Historical chart of Callan Family Office investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Callan Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 3.0k 68.51

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Callan Family Office

Top funds holding Moelis & Co

BlackRock
Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
London Company
Daniel D. Thurber
State Street Corporation
Goldman Sachs Group
Heard Capital
Geode Capital Management
Madison Asset Management
Alliancebernstein
Jpmorgan Chase & Co
Citadel Advisors
Lord, Abbett & Co

View all funds holding Moelis & Co