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Moelis & Co shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Moelis & Co by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 30k 56.77
2023-12-31 $2.9M 52k 56.13

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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
Principal Financial Group
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Moelis & Co