MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 14,667 Value ($000) $1,008 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 14,539 Value ($000) $1,037 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 14,403 Value ($000) $898 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 14,090 Value ($000) $822 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 9,744 Value ($000) $720 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 9,742 Value ($000) $667 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 9,225 Value ($000) $525 Avg Close $50.23 Range $42.66 - $54.48
Q1 2024
Shares 9,115 Value ($000) $517 Avg Close $50.10 Range $47.20 - $53.42
Q4 2023
Shares 10,158 Value ($000) $570 Avg Close $42.63 Range $34.71 - $53.56
Q3 2023
Shares 9,607 Value ($000) $434 Avg Close $42.14 Range $38.56 - $46.65
Q2 2023
Shares 9,149 Value ($000) $415 Avg Close $35.24 Range $30.10 - $42.10
Q1 2023
Shares 10,041 Value ($000) $386 Avg Close $37.25 Range $31.45 - $43.30
Q4 2022
Shares 8,633 Value ($000) $331 Avg Close $34.76 Range $28.32 - $40.90
Q3 2022
Shares 6,943 Value ($000) $235 Avg Close $35.37 Range $28.12 - $40.65
Q2 2022
Shares 6,057 Value ($000) $238 Avg Close $36.34 Range $31.13 - $40.12
Q1 2022
Shares 6,203 Value ($000) $291 Avg Close $42.65 Range $36.13 - $52.49
Q4 2021
Shares 3,563 Value ($000) $223 Avg Close $53.77 Range $47.71 - $62.19
Q3 2021
Shares 3,383 Value ($000) $209 Avg Close $46.77 Range $40.54 - $50.40
Q2 2021
Shares 3,383 Value ($000) $192 Avg Close $41.33 Range $38.21 - $44.93
Q1 2021
Shares 4,189 Value ($000) $229,892 Avg Close $39.44 Range $33.23 - $44.11
Q4 2020
Shares 6,289 Value ($000) $294 Avg Close $28.28 Range $24.01 - $35.14
Q3 2020
Shares 6,389 Value ($000) $225 Avg Close $21.84 Range $19.43 - $24.54
Q2 2020
Shares 5,815 Value ($000) $181 Avg Close $21.51 Range $17.75 - $27.00
Q1 2020
Shares 6,241 Value ($000) $175 Avg Close $21.96 Range $15.06 - $27.19
Q4 2019
Shares 9,734 Value ($000) $310 Avg Close $21.44 Range $19.19 - $23.73
Q3 2019
Shares 9,610 Value ($000) $315 Avg Close $21.88 Range $20.39 - $23.50
Q2 2019
Shares 9,038 Value ($000) $315 Avg Close $22.98 Range $20.24 - $27.59
Q1 2019
Shares 7,268 Value ($000) $302 Avg Close $26.44 Range $20.54 - $29.54
Q4 2018
Shares 8,873 Value ($000) $305 Avg Close $25.64 Range $19.82 - $33.82
Q3 2018
Shares 9,048 Value ($000) $496 Avg Close $34.79 Range $32.62 - $38.32
Q2 2018
Shares 8,924 Value ($000) $523 Avg Close $33.30 Range $28.54 - $39.31
Q1 2018
Shares 9,726 Value ($000) $494 Avg Close $28.96 Range $26.67 - $31.45
Q4 2017
Shares 8,589 Value ($000) $416 Avg Close $25.00 Range $22.70 - $27.98
Q3 2017
Shares 9,126 Value ($000) $392 Avg Close $21.95 Range $20.78 - $24.46
Q2 2017
Shares 8,933 Value ($000) $347 Avg Close $19.80 Range $18.23 - $21.63