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Raymond James Financial Services Advisors’s Moelis & Co MC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$241K Buy
+3,522
New +$227K ﹤0.01% 3069
2024
Q2 		– Sell
-4,347
Closed -$247K – 3472
2024
Q1 		$247K Sell
4,347
-426
-9% -$23.3K ﹤0.01% 2962
2023
Q4 		$268K Sell
4,773
-1,155
-19% -$54.3K ﹤0.01% 2811
2023
Q3 		$268K Buy
5,928
+1,035
+21% +$48.7K ﹤0.01% 2734
2023
Q2 		$222K Buy
+4,893
New +$195K ﹤0.01% 2862
2023
Q1 		– Sell
-7,323
Closed -$281K – 3351
2022
Q4 		$281K Buy
7,323
+311
+4% +$12.6K ﹤0.01% 2634
2022
Q3 		$237K Buy
+7,012
New +$294K ﹤0.01% 2744
2022
Q2 		– Sell
-5,877
Closed -$276K – 3356
2022
Q1 		$276K Sell
5,877
-636
-10% -$33.1K ﹤0.01% 2769
2021
Q4 		$407K Buy
+6,513
New +$436K ﹤0.01% 2511
2019
Q2 		– Sell
-5,455
Closed -$227K – 2887
2019
Q1 		$227K Sell
5,455
-659
-11% -$28.2K ﹤0.01% 2419
2018
Q4 		$210K Buy
+6,114
New +$260K ﹤0.01% 2233
2017
Q4 		– Sell
-9,196
Closed -$396K – 2631
2017
Q3 		$396K Buy
9,196
+616
+7% +$24.6K ﹤0.01% 1849
2017
Q2 		$333K Buy
+8,580
New +$320K ﹤0.01% 1932

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Raymond James Financial Services Advisors's MC Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Moelis & Co (MC) in Q3 2024: 3,522 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #3069 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in MC as recently as Q1 2024.

Raymond James Financial Services Advisors first reported a position in MC in Q2 2017 and has held it in 13 quarters since. The position peaked at $407K in Q4 2021. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • Raymond James Financial Services Advisors held 3,522 shares of Moelis & Co worth $241K as of Q3 2024.
  • Moelis & Co was a new Raymond James Financial Services Advisors position in Q3 2024.
  • Moelis & Co made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3069 holding.
  • Raymond James Financial Services Advisors first reported a position in Moelis & Co in Q2 2017 and has held it in 13 quarters since.
  • Raymond James Financial Services Advisors's Moelis & Co position peaked at $407K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.