Moelis & Co shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $570k | 10k | 56.13 |
| 2023-09-30 | $434k | 9.6k | 45.13 |
| 2023-06-30 | $415k | 9.1k | 45.34 |
| 2023-03-31 | $386k | 10k | 38.44 |
| 2022-12-31 | $331k | 8.6k | 38.37 |
| 2022-09-30 | $235k | 6.9k | 33.85 |
| 2022-06-30 | $238k | 6.1k | 39.29 |
| 2022-03-31 | $291k | 6.2k | 46.91 |
| 2021-12-31 | $223k | 3.6k | 62.59 |
| 2021-09-30 | $209k | 3.4k | 61.78 |
| 2021-03-31 | $230k | 4.2k | 54.88 |
| 2020-09-30 | $225k | 6.4k | 35.22 |
| 2020-06-30 | $181k | 5.8k | 31.13 |
| 2020-03-31 | $175k | 6.2k | 28.04 |
| 2019-12-31 | $310k | 9.7k | 31.85 |
| 2019-09-30 | $315k | 9.6k | 32.78 |
| 2019-06-30 | $315k | 9.0k | 34.85 |
| 2019-03-31 | $302k | 7.3k | 41.55 |
| 2018-12-31 | $305k | 8.9k | 34.37 |
| 2018-09-30 | $496k | 9.0k | 54.82 |
| 2018-06-30 | $523k | 8.9k | 58.61 |
| 2018-03-31 | $494k | 9.7k | 50.79 |
| 2017-12-31 | $416k | 8.6k | 48.43 |
| 2017-09-30 | $392k | 9.1k | 42.95 |
| 2017-06-30 | $347k | 8.9k | 38.84 |
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