Quantum Private Wealth, LLC

Position in MC — Moelis & Co

CIK 1929662 TAMPA, FL

Position in MC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$740,161

+$95,263 QoQ

Shares Held

11,314

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#192

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

Quantum Private Wealth, LLC holds $1,950,740 across 2 Capital Markets names. MC ranks #2 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SF	Stifel Financial Corp	17,351	$1,210,579
2	MC	Moelis & Co This page	11,314	$740,161

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$740,161	11,314	0.0%	Shares	Sole	2026-07-29
2026-03-31	$644,898	11,314	0.0%	Shares	Sole	2026-04-27
2025-12-31	$777,724	11,314	-3.7%	Shares	Sole	2026-02-06
2025-09-30	$838,152	11,752	0.0%	Shares	Sole	2025-11-10
2025-06-30	$732,384	11,752	0.0%	Shares	Sole	2025-08-12
2025-03-31	$685,846	11,752	0.0%	Shares	Sole	2025-05-13
2024-12-31	$868,237	11,752	0.0%	Shares	Sole	2025-01-30
2024-09-30	$805,129	11,752	0.0%	Shares	Sole	2024-10-31
2024-06-30	$668,218	11,752	0.0%	Shares	Sole	2024-07-17
2024-03-31	$667,161	11,752	0.0%	Shares	Sole	2024-05-07
2023-12-31	$659,639	11,752	-0.1%	Shares	Sole	2024-01-30
2023-09-30	$530,954	11,765	0.0%	Shares	Sole	2023-11-02
2023-06-30	$533,425	11,765	0.0%	Shares	Sole	2023-07-27
2023-03-31	$452,246	11,765	0.0%	Shares	Sole	2023-04-19
2022-12-31	$451,423	11,765	-2.5%	Shares	Sole	2023-01-20
2022-09-30	$407,782	12,061	+49.4%	Shares	Sole	2022-11-01
2022-06-30	$317,593	8,071	0.0%	Shares	Sole	2022-08-17
2022-03-31	$378,933	8,071	0.0%	Shares	Sole	2022-05-27
2021-12-31	$504,518	8,071	—	Shares	Sole	2022-05-26
No filing history on record for this holder in this stock.