Orion Portfolio Solutions »

Moelis & Co shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moelis & Co by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 46k 56.09
2023-09-30 $2.2M 49k 45.13
2023-06-30 $2.4M 53k 45.34
2023-03-31 $2.2M 57k 38.44
2019-12-31 $0 14 0.00

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)

View all positions for Orion Portfolio Solutions

Top funds holding Moelis & Co

Vanguard Group
Daniel D. Thurber
Goldman Sachs Group
Alliancebernstein
Madison Asset Management
Jpmorgan Chase & Co
HighTower Advisors
Dimensional Fund Advisors
Artisan Partners Limited Partnership
Wells Fargo & Company
Lord, Abbett & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Bamco

View all funds holding Moelis & Co