MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 89 Value ($000) $6 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 89 Value ($000) $6 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 89 Value ($000) $6 Avg Close $54.26 Range $45.09 - $62.03
Q4 2024
Shares 505 Value ($000) $37 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 603 Value ($000) $41 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 5,570 Value ($000) $317 Avg Close $50.23 Range $42.66 - $54.48
Q1 2022
Shares 215 Value ($000) $10 Avg Close $42.65 Range $36.13 - $52.49
Q3 2021
Shares 456 Value ($000) $28 Avg Close $46.77 Range $40.54 - $50.40
Q4 2020
Shares 215 Value ($000) $10 Avg Close $28.28 Range $24.01 - $35.14
Q3 2020
Shares 165 Value ($000) $6 Avg Close $21.84 Range $19.43 - $24.54
Q2 2020
Shares 165 Value ($000) $5 Avg Close $21.51 Range $17.75 - $27.00
Q1 2020
Shares 165 Value ($000) $5 Avg Close $21.96 Range $15.06 - $27.19