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Moelis & Co shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Moelis & Co by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 3.3k 71.32
2025-06-30 $207k 3.3k 62.32
2024-12-31 $245k 3.3k 73.89
2024-09-30 $465k 6.8k 68.51

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NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
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View all positions for Legacy Capital Wealth Partners

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