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Moelis & Co shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group investment in Moelis & Co

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

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Quarterly reported holdings in Moelis & Co by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $807k 12k 65.42

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Spdr Series Trust St Str Bl 12 Etf (BILS)
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Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
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Amplify Etf Tr Cwp Enhanced Div (DIVO)
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Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Marshall Financial Group

Top funds holding Moelis & Co

BlackRock
Kayne Anderson Rudnick Investment Management
Vanguard Portfolio Management
Vanguard Capital Management
Daniel D. Thurber
Charles Schwab Investment Management
Sixth Street Partners Management Company
State Street Corporation
London Company
Geode Capital Management
Ameriprise Financial
HighTower Advisors
Natixis Asset Management Advisors
Jones Financial Companies, L.L
Madison Asset Management

View all funds holding Moelis & Co