TC
MC icon

TownSquare Capital’s Moelis & Co MC Stock Holding History

TownSquare Capital’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
2025
Q3 		– Sell
-4,325
Closed -$270K – 514
2025
Q2 		$270K Sell
4,325
-16,277
-79% -$914K 0.03% 502
2025
Q1 		$1.2M Buy
20,602
+1,081
+6% +$76.2K 0.01% 765
2024
Q4 		$1.44M Sell
19,521
-4,090
-17% -$296K 0.02% 654
2024
Q3 		$1.62M Sell
23,611
-49
-0.2% -$3.16K 0.02% 601
2024
Q2 		$1.35M Buy
23,660
+1,292
+6% +$69.8K 0.02% 605
2024
Q1 		$1.27M Buy
22,368
+4,346
+24% +$237K 0.02% 599
2023
Q4 		$1.01M Buy
18,022
+6,065
+51% +$285K 0.02% 592
2023
Q3 		$540K Sell
11,957
-7,556
-39% -$356K 0.01% 737
2023
Q2 		$885K Buy
19,513
+7,383
+61% +$295K 0.02% 586
2023
Q1 		$466K Buy
+12,130
New +$521K 0.01% 696
2019
Q3 		– Sell
-8,980
Closed -$309K – 509
2019
Q2 		$309K Sell
8,980
-5,576
-38% -$202K 0.03% 366
2019
Q1 		$606K Buy
14,556
+7,419
+104% +$317K 0.05% 241
2018
Q4 		$317K Buy
+7,137
New +$303K 0.04% 282

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TownSquare Capital's MC Position: Q3 2025 in Review

TownSquare Capital sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 4,325 shares — an estimated $270K sold.

TownSquare Capital first reported a position in MC in Q4 2018 and held it in 13 quarters. The position peaked at $1.62M in Q3 2024. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • TownSquare Capital reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 4,325 Moelis & Co shares in Q3 2025, an estimated $270K.
  • TownSquare Capital first reported a position in Moelis & Co in Q4 2018 and held it in 13 quarters.
  • TownSquare Capital's Moelis & Co position peaked at $1.62M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.