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Moelis & Co shares owned by Invst

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

Historical chart of Invst investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Moelis & Co by Invst

Quarter filed Position value Share count Share price at filing
2025-06-30 $706k 11k 62.32
2025-03-31 $688k 12k 58.36

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Daniel D. Thurber
London Company
Charles Schwab Investment Management
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Timucuan Asset Management
Madison Asset Management
HighTower Advisors
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Moelis & Co