Plante Moran Financial Advisors, LLC

Position in MC — Moelis & Co

CIK 1424717 SOUTHFIELD, MI

Position in MC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,700

-$104,696 QoQ

Shares Held

-98.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#361

of 390 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $489,204 across 19 Capital Markets names. MC ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	2,764	$255,034
2	GS	Goldman Sachs Group Inc	127	$128,443
3	MS	Morgan Stanley	297	$62,084
4	BMNR	Bitmine Immersion Technologies, Inc.	1,890	$25,155
5	SF	Stifel Financial Corp	60	$4,186
6	HOOD	Robinhood Markets, Inc.	22	$2,206
7	SNEX	StoneX Group Inc.	22	$1,777
8	MC	Moelis & Co This page	26	$1,700

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,700	26	-98.3%	Shares	Sole	2026-08-06
2024-09-30	$106,396	1,553	+5446.4%	Shares	Sole	2024-10-30
2023-06-30	$1,269	28	0.0%	Shares	Sole	2023-08-07
2023-03-31	$1,076	28	0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,074	28	0.0%	Shares	Sole	2023-02-09
2022-09-30	$946	28	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,101	28	0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,314	28	0.0%	Shares	Sole	2022-05-06
2021-12-31	$1,750	28	0.0%	Shares	Sole	2022-02-09
2021-09-30	$1,732	28	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,592	28	0.0%	Shares	Sole	2021-08-10
2021-03-31	$1,536	28	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,309	28	0.0%	Shares	Sole	2021-02-09
2020-09-30	$983	28	0.0%	Shares	Sole	2020-11-12
2020-06-30	$872	28	0.0%	Shares	Sole	2020-08-10
2020-03-31	$786	28	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.