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Moelis & Co shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Moelis & Co

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

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Quarterly reported holdings in Moelis & Co by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $210k 3.7k 56.86

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Top funds holding Moelis & Co

Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
London Company
Daniel D. Thurber
Timucuan Asset Management
State Street Corporation
Goldman Sachs Group
Heard Capital
Madison Asset Management
Geode Capital Management
Ameriprise Financial
Jpmorgan Chase & Co
Alliancebernstein
Lord, Abbett & Co

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