Nuveen’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Sell |
200,481
-13,117
| -6% | -$853K | ﹤0.01% | 1471 |
|
|
2025
Q4 | $14.7M | Sell |
213,598
-101,937
| -32% | -$6.8M | ﹤0.01% | 1326 |
|
|
2025
Q3 | $22.5M | Sell |
315,535
-1,704
| -0.5% | -$122K | 0.01% | 1072 |
|
|
2025
Q2 | $19.8M | Sell |
317,239
-17,946
| -5% | -$1.01M | 0.01% | 1105 |
|
|
2025
Q1 | $19.6M | Buy |
335,185
+157,678
| +89% | +$11.1M | 0.01% | 1144 |
|
|
2024
Q4 | $13.1M | Sell |
177,507
-1,107
| -0.6% | -$80.1K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $12.2M | Sell |
178,614
-29,298
| -14% | -$1.89M | ﹤0.01% | 1487 |
|
|
2024
Q2 | $11.8M | Buy |
207,912
+2,020
| +1% | +$109K | ﹤0.01% | 1485 |
|
|
2024
Q1 | $11.7M | Buy |
205,892
+183
| +0.1% | +$9.99K | ﹤0.01% | 1505 |
|
|
2023
Q4 | $11.5M | Buy |
205,709
+35,184
| +21% | +$1.65M | ﹤0.01% | 1508 |
|
|
2023
Q3 | $7.7M | Sell |
170,525
-1,588
| -0.9% | -$74.7K | ﹤0.01% | 1628 |
|
|
2023
Q2 | $7.8M | Buy |
172,113
+3,918
| +2% | +$156K | ﹤0.01% | 1657 |
|
|
2023
Q1 | $6.46M | Sell |
168,195
-22,001
| -12% | -$945K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $7.3M | Sell |
190,196
-35,054
| -16% | -$1.42M | ﹤0.01% | 1690 |
|
|
2022
Q3 | $7.62M | Sell |
225,250
-58,214
| -21% | -$2.44M | ﹤0.01% | 1653 |
|
|
2022
Q2 | $11.2M | Sell |
283,464
-23,630
| -8% | -$1.03M | ﹤0.01% | 1431 |
|
|
2022
Q1 | $14.2M | Sell |
307,094
-5,965
| -2% | -$310K | ﹤0.01% | 1406 |
|
|
2021
Q4 | $19M | Buy |
313,059
+7,226
| +2% | +$484K | 0.01% | 1260 |
|
|
2021
Q3 | $18.9M | Sell |
305,833
-12,551
| -4% | -$752K | 0.01% | 1309 |
|
|
2021
Q2 | $18.1M | Buy |
318,384
+50,850
| +19% | +$2.76M | 0.01% | 1447 |
|
|
2021
Q1 | $14.7M | Buy |
267,534
+69,437
| +35% | +$3.72M | ﹤0.01% | 1548 |
|
|
2020
Q4 | $9.26M | Buy |
198,097
+3,956
| +2% | +$159K | ﹤0.01% | 1754 |
|
|
2020
Q3 | $6.82M | Sell |
194,141
-3,531
| -2% | -$112K | ﹤0.01% | 1750 |
|
|
2020
Q2 | $6.16M | Sell |
197,672
-160,077
| -45% | -$5.02M | ﹤0.01% | 1786 |
|
|
2020
Q1 | $10.1M | Buy |
357,749
+123,082
| +52% | +$4.04M | ﹤0.01% | 1288 |
|
|
2019
Q4 | $7.49M | Buy |
234,667
+47,395
| +25% | +$1.55M | ﹤0.01% | 1755 |
|
|
2019
Q3 | $6.15M | Buy |
187,272
+3,286
| +2% | +$111K | ﹤0.01% | 1845 |
|
|
2019
Q2 | $6.43M | Buy |
+183,986
| New | +$6.65M | ﹤0.01% | 1852 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
