Moelis & Co shares owned by Creative Planning
Historical chart of Creative Planning investment in Moelis & Co
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All positions including Moelis & Co held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Moelis & Co by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $341k | 6.1k | 56.13 |
| 2023-09-30 | $281k | 6.2k | 45.13 |
| 2023-06-30 | $307k | 6.8k | 45.34 |
| 2022-03-31 | $15k | 325 | 46.15 |
| 2021-03-31 | $1.2M | 22k | 54.90 |
| 2017-06-30 | $23k | 600 | 38.33 |
| 2017-03-31 | $23k | 600 | 38.33 |
| 2016-12-31 | $14k | 400 | 35.00 |
| 2016-09-30 | $65k | 2.4k | 27.08 |
| 2016-06-30 | $9.0k | 400 | 22.50 |
| 2016-03-31 | $11k | 400 | 27.50 |
| 2015-12-31 | $12k | 400 | 30.00 |
| 2015-09-30 | $11k | 400 | 27.50 |
| 2015-03-31 | $12k | 400 | 30.00 |
| 2014-12-31 | $14k | 400 | 35.00 |
| 2014-09-30 | $14k | 400 | 35.00 |
| 2014-06-30 | $13k | 400 | 32.50 |