MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q3 2023
Shares 4,512 Value ($000) $204 Avg Close $42.14 Range $38.56 - $46.65
Q2 2023
Shares 4,513 Value ($000) $205 Avg Close $35.24 Range $30.10 - $42.10
Q3 2022
Shares 7,034 Value ($000) $238 Avg Close $35.37 Range $28.12 - $40.65
Q1 2022
Shares 4,570 Value ($000) $215 Avg Close $42.65 Range $36.13 - $52.49
Q4 2021
Shares 4,498 Value ($000) $281 Avg Close $53.77 Range $47.71 - $62.19
Q3 2021
Shares 4,492 Value ($000) $278 Avg Close $46.77 Range $40.54 - $50.40
Q2 2021
Shares 4,492 Value ($000) $256 Avg Close $41.33 Range $38.21 - $44.93
Q1 2021
Shares 4,492 Value ($000) $247 Avg Close $39.44 Range $33.23 - $44.11