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Moelis & Co shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Moelis & Co by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 30k 68.24
2024-06-30 $1.6M 27k 59.72

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View all positions for Diversify Wealth Management

Top funds holding Moelis & Co

BlackRock
Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
London Company
Daniel D. Thurber
State Street Corporation
Goldman Sachs Group
Heard Capital
Geode Capital Management
Madison Asset Management
Alliancebernstein
Jpmorgan Chase & Co
Citadel Advisors
Wells Fargo & Company

View all funds holding Moelis & Co