Moelis & Co shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 5.4k | 71.31 |
| 2025-06-30 | $286k | 4.9k | 57.91 |
| 2025-03-31 | $288k | 4.9k | 58.36 |
| 2024-12-31 | $330k | 4.5k | 73.88 |
| 2024-09-30 | $291k | 4.3k | 68.52 |
| 2024-06-30 | $243k | 4.3k | 56.87 |