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Moelis & Co shares owned by Richard Bernstein Advisors

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Richard Bernstein Advisors from 13F filings

Historical chart of Richard Bernstein Advisors investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Moelis & Co by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 57k 68.51
2024-06-30 $3.2M 57k 56.86
2024-03-31 $3.2M 57k 56.77
2023-09-30 $2.6M 57k 45.13

More positions owned by Richard Bernstein Advisors

Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Glob Hlthcre Etf (IXJ)
Ishares Tr Glob Indstrl Etf (EXI)
Ishares Tr Msci Intl Qualty (IQLT)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Ishares Msci Eurzone Etf (EZU)
Graniteshares Gold Tr Shs Ben Int (BAR)
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)

View all positions for Richard Bernstein Advisors

Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
London Company
Daniel D. Thurber
State Street Corporation
Timucuan Asset Management
Ameriprise Financial
Goldman Sachs Group
Heard Capital
Geode Capital Management
Madison Asset Management
Jpmorgan Chase & Co
Citadel Advisors
Wells Fargo & Company

View all funds holding Moelis & Co