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Moelis & Co shares owned by CI Private Wealth

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Moelis & Co

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All positions including Moelis & Co held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 58k 55.13
2025-12-31 $721k 11k 68.74
2025-09-30 $521k 7.3k 71.32
2025-06-30 $456k 7.3k 62.32
2024-12-31 $411k 5.6k 73.88
2024-09-30 $334k 4.9k 68.51