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Moelis & Co shares owned by Diversify Advisory Services

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Diversify Advisory Services from 13F filings

Historical chart of Diversify Advisory Services investment in Moelis & Co

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All positions including Moelis & Co held by Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 15k 71.44
2024-09-30 $2.6M 37k 70.39
2024-06-30 $2.8M 48k 58.15
2024-03-31 $3.6M 65k 56.17