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Moelis & Co
68.09
USD
-0.41
0.6%
At close
Updated
Aug 25, 2:02 PM EDT
Pre-market
After hours
1 day
-0.6%
5 days
1.48%
1 month
0.46%
3 months
2.96%
6 months
8.56%
Year to date
-4.39%
1 year
-5.42%
5 years
9.49%
10 years
151.25%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 451 |
DWM
451
Dogwood Wealth Management
Lenexa,
Kansas
| – | -$3.71K | -54 | Closed |
|
| 452 |
OC
452
Optima Capital
Beaverton,
Oregon
| – | -$3.3K | -48 | Closed |
|
| 453 |
PWA
453
Physician Wealth Advisors
Midvale,
Utah
| – | -$2.96K | -43 | Closed |
|
| 454 |
SC
454
SouthState Corp
Winter Haven,
Florida
| – | -$2.82K | -41 | Closed |
|
| 455 |
FHA
455
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$347 | -5 | Closed |
|
| 456 |
HI
456
Harbour Investments
Madison,
Wisconsin
| – | -$206 | -3 | Closed |
|
| 457 |
DF
457
Dunhill Financial
London,
United Kingdom
| – | -$110 | -2 | Closed |
|
| 458 |
AW
458
Avion Wealth
The Woodlands,
Texas
| – | +$520 | +8 | New |
|