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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
2024-06-30 $1.6M 27k 59.72

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Top funds holding Moelis & Co

Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
London Company
Daniel D. Thurber
Timucuan Asset Management
State Street Corporation
Goldman Sachs Group
Heard Capital
Madison Asset Management
Geode Capital Management
Ameriprise Financial
Jpmorgan Chase & Co
Alliancebernstein
Lord, Abbett & Co

View all funds holding Moelis & Co