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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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All positions including Moelis & Co held by Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
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