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Moelis & Co shares owned by Lenox Wealth Advisors

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

Historical chart of Lenox Wealth Advisors investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Moelis & Co by Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $51k 1.1k 44.39
2021-12-31 $72k 1.1k 62.66
2020-12-31 $13k 278 46.76

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View all positions for Lenox Wealth Advisors

Top funds holding Moelis & Co

BlackRock
Vanguard Group
Daniel D. Thurber
Goldman Sachs Group
Timucuan Asset Management
Alliancebernstein
Heard Capital
Madison Asset Management
Ameriprise Financial
Geode Capital Management
Jpmorgan Chase & Co
Lord, Abbett & Co
Wells Fargo & Company
Artisan Partners Limited Partnership
Dimensional Fund Advisors

View all funds holding Moelis & Co