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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All positions including Moelis & Co held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Moelis & Co by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $291k | 4.3k | 68.52 |
| 2024-06-30 | $243k | 4.3k | 56.87 |