Moelis & Co shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 8.8k | 71.32 |
| 2025-06-30 | $549k | 8.8k | 62.32 |
| 2025-03-31 | $500k | 8.6k | 58.36 |
| 2024-12-31 | $618k | 8.4k | 73.88 |
| 2024-09-30 | $582k | 8.5k | 68.51 |
| 2024-06-30 | $498k | 8.7k | 56.86 |
| 2024-03-31 | $495k | 8.7k | 56.77 |
| 2023-12-31 | $475k | 8.5k | 56.13 |
| 2023-09-30 | $345k | 7.7k | 45.13 |
| 2023-06-30 | $294k | 6.5k | 45.34 |
| 2023-03-31 | $245k | 6.4k | 38.44 |
| 2022-12-31 | $245k | 6.4k | 38.37 |
| 2022-09-30 | $234k | 6.9k | 33.86 |
| 2022-06-30 | $321k | 8.2k | 39.35 |
| 2022-03-31 | $508k | 11k | 46.97 |
| 2021-12-31 | $679k | 11k | 62.53 |
| 2021-09-30 | $637k | 10k | 61.87 |
| 2021-06-30 | $558k | 9.8k | 56.91 |