Position in MC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$475,341
+$24,927 QoQ
Shares Held
7,266
-8.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#223
of 391 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREENWOOD CAPITAL ASSOCIATES LLC holds $7,445,361 across 2 Capital Markets names. MC ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
33,343 | $6,970,020 | |
| 2 | MC |
Moelis & Co
This page
|
7,266 | $475,341 |
All Filings in MC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,341 | 7,266 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $450,414 | 7,902 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,471,173 | 21,402 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,506,135 | 21,118 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,373,844 | 22,045 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,194,162 | 20,462 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||