MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

LPL Financial LLC's Holding History (CIK: 0001403438)

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

Q4 2025

Shares 63,003 Value ($000) $4,331 Avg Close $65.79 Range $59.18 - $71.60

Q3 2025

Shares 62,673 Value ($000) $4,470 Avg Close $69.74 Range $59.65 - $76.49

Q2 2025

Shares 58,705 Value ($000) $3,658 Avg Close $54.26 Range $45.09 - $62.03

Q1 2025

Shares 61,888 Value ($000) $3,612 Avg Close $67.32 Range $54.18 - $78.83

Q4 2024

Shares 57,774 Value ($000) $4,268 Avg Close $68.60 Range $61.47 - $77.61

Q3 2024

Shares 50,561 Value ($000) $3,464 Avg Close $60.63 Range $52.51 - $67.24

Q2 2024

Shares 48,896 Value ($000) $2,780 Avg Close $50.23 Range $42.66 - $54.48

Q1 2024

Shares 43,962 Value ($000) $2,496 Avg Close $50.10 Range $47.20 - $53.42

Q4 2023

Shares 45,556 Value ($000) $2,557 Avg Close $42.63 Range $34.71 - $53.56

Q3 2023

Shares 53,833 Value ($000) $2,429 Avg Close $42.14 Range $38.56 - $46.65

Q2 2023

Shares 52,997 Value ($000) $2,403 Avg Close $35.24 Range $30.10 - $42.10

Q1 2023

Shares 48,667 Value ($000) $1,871 Avg Close $37.25 Range $31.45 - $43.30

Q4 2022

Shares 41,912 Value ($000) $1,608 Avg Close $34.76 Range $28.32 - $40.90

Q3 2022

Shares 39,530 Value ($000) $1,337 Avg Close $35.37 Range $28.12 - $40.65

Q2 2022

Shares 38,154 Value ($000) $1,501 Avg Close $36.34 Range $31.13 - $40.12

Q1 2022

Shares 50,610 Value ($000) $2,376 Avg Close $42.65 Range $36.13 - $52.49

Q4 2021

Shares 33,325 Value ($000) $2,083 Avg Close $53.77 Range $47.71 - $62.19

Q3 2021

Shares 31,826 Value ($000) $1,969 Avg Close $46.77 Range $40.54 - $50.40

Q2 2021

Shares 31,281 Value ($000) $1,780 Avg Close $41.33 Range $38.21 - $44.93

Q1 2021

Shares 30,733 Value ($000) $1,687 Avg Close $39.44 Range $33.23 - $44.11

Q4 2020

Shares 39,897 Value ($000) $1,866 Avg Close $28.28 Range $24.01 - $35.14

Q3 2020

Shares 38,580 Value ($000) $1,356 Avg Close $21.84 Range $19.43 - $24.54

Q2 2020

Shares 33,238 Value ($000) $1,036 Avg Close $21.51 Range $17.75 - $27.00

Q1 2020

Shares 27,699 Value ($000) $778 Avg Close $21.96 Range $15.06 - $27.19

Q4 2019

Shares 31,849 Value ($000) $1,017 Avg Close $21.44 Range $19.19 - $23.73

Q3 2019

Shares 31,891 Value ($000) $1,048 Avg Close $21.88 Range $20.39 - $23.50

Q2 2019

Shares 11,810 Value ($000) $413 Avg Close $22.98 Range $20.24 - $27.59

Q1 2019

Shares 9,294 Value ($000) $387 Avg Close $26.44 Range $20.54 - $29.54

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	63,003	$4,331	$65.79	$59.18 - $71.60
Q3 2025	62,673	$4,470	$69.74	$59.65 - $76.49
Q2 2025	58,705	$3,658	$54.26	$45.09 - $62.03
Q1 2025	61,888	$3,612	$67.32	$54.18 - $78.83
Q4 2024	57,774	$4,268	$68.60	$61.47 - $77.61
Q3 2024	50,561	$3,464	$60.63	$52.51 - $67.24
Q2 2024	48,896	$2,780	$50.23	$42.66 - $54.48
Q1 2024	43,962	$2,496	$50.10	$47.20 - $53.42
Q4 2023	45,556	$2,557	$42.63	$34.71 - $53.56
Q3 2023	53,833	$2,429	$42.14	$38.56 - $46.65
Q2 2023	52,997	$2,403	$35.24	$30.10 - $42.10
Q1 2023	48,667	$1,871	$37.25	$31.45 - $43.30
Q4 2022	41,912	$1,608	$34.76	$28.32 - $40.90
Q3 2022	39,530	$1,337	$35.37	$28.12 - $40.65
Q2 2022	38,154	$1,501	$36.34	$31.13 - $40.12
Q1 2022	50,610	$2,376	$42.65	$36.13 - $52.49
Q4 2021	33,325	$2,083	$53.77	$47.71 - $62.19
Q3 2021	31,826	$1,969	$46.77	$40.54 - $50.40
Q2 2021	31,281	$1,780	$41.33	$38.21 - $44.93
Q1 2021	30,733	$1,687	$39.44	$33.23 - $44.11
Q4 2020	39,897	$1,866	$28.28	$24.01 - $35.14
Q3 2020	38,580	$1,356	$21.84	$19.43 - $24.54
Q2 2020	33,238	$1,036	$21.51	$17.75 - $27.00
Q1 2020	27,699	$778	$21.96	$15.06 - $27.19
Q4 2019	31,849	$1,017	$21.44	$19.19 - $23.73
Q3 2019	31,891	$1,048	$21.88	$20.39 - $23.50
Q2 2019	11,810	$413	$22.98	$20.24 - $27.59
Q1 2019	9,294	$387	$26.44	$20.54 - $29.54