Moelis & Co shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Moelis & Co
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All positions including Moelis & Co held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Moelis & Co by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.1M | 18k | 65.44 |
| 2026-03-31 | $1.5M | 26k | 57.00 |
| 2025-12-31 | $1.0M | 15k | 68.88 |
| 2025-09-30 | $917k | 13k | 71.32 |
| 2025-06-30 | $971k | 16k | 62.32 |
| 2025-03-31 | $576k | 9.9k | 58.36 |
| 2024-12-31 | $604k | 8.2k | 73.88 |
| 2024-09-30 | $556k | 8.1k | 68.51 |
| 2024-06-30 | $521k | 9.2k | 56.83 |
| 2024-03-31 | $471k | 8.3k | 56.77 |
| 2023-12-31 | $452k | 8.1k | 56.13 |
| 2023-09-30 | $340k | 7.5k | 45.13 |
| 2023-06-30 | $327k | 7.2k | 45.34 |
| 2023-03-31 | $302k | 7.8k | 38.49 |
| 2022-12-31 | $229k | 6.0k | 38.43 |