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
Download as csvQuarterly reported holdings in Moelis & Co by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 29k | 63.40 |
| 2025-06-30 | $1.9M | 25k | 73.60 |
| 2025-03-31 | $1.1M | 20k | 53.31 |
| 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 |
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