MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Rise Advisors, LLC's Holding History (CIK: 0001831316)

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

Q3 2025
Shares 182 Value ($000) $13 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 181 Value ($000) $11 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 179 Value ($000) $10 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 231 Value ($000) $17 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 229 Value ($000) $16 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 228 Value ($000) $13 Avg Close $50.23 Range $42.66 - $54.48
Q1 2024
Shares 225 Value ($000) $13 Avg Close $50.10 Range $47.20 - $53.42
Q1 2023
Shares 56 Value ($000) $2 Avg Close $37.25 Range $31.45 - $43.30
Q4 2022
Shares 56 Value ($000) $2 Avg Close $34.76 Range $28.32 - $40.90
Q3 2022
Shares 55 Value ($000) $2 Avg Close $35.37 Range $28.12 - $40.65
Q2 2022
Shares 54 Value ($000) $2 Avg Close $36.34 Range $31.13 - $40.12
Q1 2022
Shares 53 Value ($000) $3 Avg Close $42.65 Range $36.13 - $52.49
Q4 2021
Shares 53 Value ($000) $3,296 Avg Close $53.77 Range $47.71 - $62.19