NAPLES GLOBAL ADVISORS, LLC

Position in MC — Moelis & Co

CIK 1582151 NAPLES, FL

Position in MC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$611,088

+$78,651 QoQ

Shares Held

9,341

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#209

of 391 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $10,240,719 across 5 Capital Markets names. MC ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	81,562	$7,525,725
2	GS	Goldman Sachs Group Inc	735	$743,356
3	HLI	Houlihan Lokey, Inc.	5,200	$697,476
4	MS	Morgan Stanley	3,172	$663,074
5	MC	Moelis & Co This page	9,341	$611,088

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$611,088	9,341	0.0%	Shares	Sole	2026-07-23
2026-03-31	$532,437	9,341	0.0%	Shares	Sole	2026-04-20
2025-12-31	$642,100	9,341	-2.9%	Shares	Sole	2026-02-04
2025-09-30	$686,169	9,621	-0.5%	Shares	Sole	2025-10-30
2025-06-30	$602,696	9,671	0.0%	Shares	Sole	2025-07-18
2025-03-31	$564,399	9,671	-4.9%	Shares	Sole	2025-04-10
2024-12-31	$751,433	10,171	0.0%	Shares	Sole	2025-01-29
2024-09-30	$696,815	10,171	0.0%	Shares	Sole	2024-10-24
2024-06-30	$578,323	10,171	+3.3%	Shares	Sole	2024-07-18
2024-03-31	$558,957	9,846	-11.9%	Shares	Sole	2024-04-29
2023-12-31	$627,028	11,171	-0.9%	Shares	Sole	2024-01-11
2023-09-30	$508,660	11,271	0.0%	Shares	Sole	2023-10-16
2023-06-30	$511,027	11,271	-12.2%	Shares	Sole	2023-07-17
2023-03-31	$493,608	12,841	-2.7%	Shares	Sole	2023-04-17
2022-12-31	$506,138	13,191	+7.4%	Shares	Sole	2023-04-17
2022-09-30	$415,220	12,281	-6.8%	Shares	Sole	2022-10-20
2022-06-30	$518,278	13,171	+4.8%	Shares	Sole	2022-08-11
2022-03-31	$589,832	12,563	+31.5%	Shares	Sole	2022-04-28
2021-12-31	$597,283	9,555	+1.1%	Shares	Sole	2022-02-04
2021-09-30	$584,671	9,450	+55.6%	Shares	Sole	2021-10-29
2021-06-30	$345,606	6,075	+18.1%	Shares	Sole	2021-08-06
2021-03-31	$282,357	5,145	+3.6%	Shares	Sole	2021-05-10
2020-12-31	$232,163	4,965	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.