Capital Investment Advisory Services, LLC

Position in MC — Moelis & Co

CIK 1659203 RALEIGH, NC

Position in MC

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

Position Value

$341,950

+$44,239 QoQ

Shares Held

5,227

+0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#247

of 391 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Investment Advisory Services, LLC holds $9,244,695 across 4 Capital Markets names. MC ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	14,865	$3,107,379
2	GS	Goldman Sachs Group Inc	3,030	$3,064,451
3	SCHW	Schwab Charles Corp	29,597	$2,730,915
4	MC	Moelis & Co This page	5,227	$341,950

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,950	5,227	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$297,711	5,223	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$358,754	5,219	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$371,862	5,214	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$324,749	5,211	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$303,822	5,206	-17.6%	Shares	Sole	2025-04-29
2024-12-31	$466,552	6,315	-3.5%	Shares	Sole	2025-01-23
2024-09-30	$448,192	6,542	-2.9%	Shares	Sole	2024-10-30
2024-06-30	$383,122	6,738	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$382,175	6,732	+0.1%	Shares	Sole	2024-04-25
2023-12-31	$377,642	6,728	+11.7%	Shares	Sole	2024-02-01
2023-09-30	$271,817	6,023	+4.4%	Shares	Sole	2023-11-02
2023-06-30	$261,475	5,767	+0.1%	Shares	Sole	2023-07-28
2023-03-31	$221,452	5,761	+0.1%	Shares	Sole	2023-04-21
2022-12-31	$220,819	5,755	-7.9%	Shares	Sole	2023-02-03
2022-09-30	$211,278	6,249	-1.5%	Shares	Sole	2022-10-26
2022-06-30	$249,597	6,343	+22.3%	Shares	Sole	2022-07-22
2022-03-31	$243,576	5,188	+19.7%	Shares	Sole	2022-05-03
2021-12-31	$270,980	4,335	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.