Moelis & Co shares owned by NewEdge Wealth
Historical chart of NewEdge Wealth investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 47k | 63.63 |
| 2025-06-30 | $3.1M | 45k | 69.49 |
| 2025-03-31 | $2.8M | 48k | 58.36 |
| 2024-12-31 | $3.7M | 50k | 73.88 |
| 2024-09-30 | $4.0M | 59k | 68.51 |
| 2024-06-30 | $2.8M | 50k | 56.86 |
| 2024-03-31 | $2.6M | 51k | 51.86 |
| 2023-12-31 | $2.8M | 50k | 56.13 |
| 2023-09-30 | $2.3M | 51k | 45.13 |
| 2023-06-30 | $2.3M | 52k | 45.34 |
| 2023-03-31 | $2.0M | 52k | 38.44 |
| 2022-12-31 | $2.1M | 55k | 38.37 |
| 2022-09-30 | $1.8M | 54k | 33.82 |
| 2022-06-30 | $1.6M | 40k | 39.36 |
| 2022-03-31 | $1.2M | 25k | 46.97 |
| 2021-12-31 | $1.6M | 25k | 62.51 |
| 2021-09-30 | $1.5M | 24k | 61.87 |
| 2021-06-30 | $1.3M | 24k | 56.89 |
| 2021-03-31 | $1.1M | 21k | 54.89 |
| 2020-12-31 | $647k | 14k | 46.76 |