Position in MC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,828,340
+$681,659 QoQ
Shares Held
49,620
+58.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Janney Montgomery Scott LLC holds $157,832,577 across 23 Capital Markets names. MC ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
427,904 | $70,420,161 | |
| 2 | SCHW |
Schwab Charles Corp
|
445,881 | $41,903,896 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
199,570 | $13,385,159 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
103,423 | $7,167,213 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
19,661 | $5,914,618 | |
| 6 | SNEX |
StoneX Group Inc.
|
44,601 | $5,395,605 | |
| 7 | LAZ |
Lazard, Inc.
|
70,653 | $3,001,339 | |
| 8 | MC |
Moelis & Co
This page
|
49,620 | $2,828,340 |
All Filings in MC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,828,340 | 49,620 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,146,681 | 31,229 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,206,640 | 30,940 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,658,896 | 26,619 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,271,722 | 21,791 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,645,381 | 22,271 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,466,702 | 36,005 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,169,720 | 38,159 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,240,200 | 39,461 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,030,670 | 36,178 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,998,716 | 44,288 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,919,740 | 42,341 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,640,657 | 42,681 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,132,221 | 29,508 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,019,674 | 30,159 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,158,778 | 29,448 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,071,352 | 22,819 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,298,082 | 20,766 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $848,113 | 13,708 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $778,710 | 13,688 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $750,374 | 13,673 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $846,636 | 18,106 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $631,325 | 17,966 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $560,537 | 17,989 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||