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Moelis & Co shares owned by CWM Advisors

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by CWM Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 31k 57.00

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Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Daniel D. Thurber
Charles Schwab Investment Management
London Company
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Timucuan Asset Management
HighTower Advisors
Madison Asset Management
Dimensional Fund Advisors
Natixis Asset Management Advisors

View all funds holding Moelis & Co