Moelis & Co shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $697k | 10k | 68.51 |
| 2024-06-30 | $578k | 10k | 56.86 |
| 2024-03-31 | $559k | 9.8k | 56.77 |
| 2023-12-31 | $627k | 11k | 56.13 |
| 2023-09-30 | $509k | 11k | 45.13 |
| 2023-06-30 | $511k | 11k | 45.34 |
| 2023-03-31 | $494k | 13k | 38.44 |
| 2022-12-31 | $506k | 13k | 38.37 |
| 2022-09-30 | $415k | 12k | 33.79 |
| 2022-06-30 | $518k | 13k | 39.33 |
| 2022-03-31 | $590k | 13k | 46.96 |
| 2021-12-31 | $597k | 9.6k | 62.48 |
| 2021-09-30 | $585k | 9.5k | 61.90 |
| 2021-06-30 | $346k | 6.1k | 56.95 |
| 2021-03-31 | $282k | 5.1k | 54.81 |
| 2020-12-31 | $232k | 5.0k | 46.73 |
| 2019-12-31 | $227k | 7.1k | 31.93 |
| 2019-09-30 | $609k | 19k | 32.82 |
| 2019-06-30 | $634k | 18k | 34.94 |
| 2019-03-31 | $663k | 16k | 41.59 |
| 2018-12-31 | $470k | 12k | 37.93 |
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