Moelis & Co shares owned by LPL Financial
Historical chart of LPL Financial investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 63k | 71.32 |
| 2025-06-30 | $3.7M | 59k | 62.32 |
| 2025-03-31 | $3.6M | 62k | 58.36 |
| 2024-12-31 | $4.3M | 58k | 73.88 |
| 2024-09-30 | $3.5M | 51k | 68.51 |
| 2024-06-30 | $2.8M | 49k | 56.86 |
| 2024-03-31 | $2.5M | 44k | 56.77 |
| 2023-09-30 | $2.4M | 54k | 45.13 |
| 2023-06-30 | $2.4M | 53k | 45.34 |
| 2023-03-31 | $1.9M | 49k | 38.44 |
| 2022-12-31 | $1.6M | 42k | 38.37 |
| 2022-09-30 | $1.3M | 40k | 33.82 |
| 2022-06-30 | $1.5M | 38k | 39.34 |
| 2022-03-31 | $2.4M | 51k | 46.95 |
| 2021-12-31 | $2.1M | 33k | 62.51 |
| 2021-09-30 | $2.0M | 32k | 61.87 |
| 2021-06-30 | $1.8M | 31k | 56.90 |
| 2021-03-31 | $1.7M | 31k | 54.89 |
| 2020-12-31 | $1.9M | 40k | 46.77 |
| 2020-09-30 | $1.4M | 39k | 35.15 |
| 2020-06-30 | $1.0M | 33k | 31.17 |
| 2020-03-31 | $778k | 28k | 28.09 |
| 2019-12-31 | $1.0M | 32k | 31.93 |
| 2019-09-30 | $1.0M | 32k | 32.86 |
| 2019-06-30 | $413k | 12k | 34.97 |
| 2019-03-31 | $387k | 9.3k | 41.64 |