Moran Wealth Management, LLC

Position in MC — Moelis & Co

CIK 1965334 Naples, FL

Position in MC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,989,355

+$98,380 QoQ

Shares Held

30,409

-8.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#32

of 154 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Moran Wealth Management, LLC holds $42,796,290 across 8 Capital Markets names. MC ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	202,225	$14,109,238
2	IBKR	Interactive Brokers Group, Inc.	157,379	$13,698,267
3	TW	Tradeweb Markets Inc.	103,061	$10,271,058
4	MC	Moelis & Co This page	30,409	$1,989,355
5	LAZ	Lazard, Inc.	42,602	$1,786,727
6	MS	Morgan Stanley	2,414	$504,622
7	GS	Goldman Sachs Group Inc	320	$323,638
8	DSEEY	Daiwa Securities Group Inc.	11,407	$113,385

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,989,355	30,409	-8.3%	Shares	Sole	2026-08-05
2026-03-31	$1,890,975	33,175	+1.2%	Shares	Defined	2026-04-27
2025-12-31	$2,253,709	32,786	-13.7%	Shares	Sole	2026-01-26
2025-09-30	$2,709,304	37,988	+0.4%	Shares	Sole	2025-10-23
2025-06-30	$2,357,690	37,832	-36.4%	Shares	Sole	2025-07-28
2024-03-31	$3,376,793	59,482	+1.8%	Shares	Sole	2024-05-15
2023-12-31	$3,279,282	58,423	+2.5%	Shares	Sole	2024-02-08
2023-09-30	$2,571,326	56,976	+1.0%	Shares	Sole	2023-11-13
2023-06-30	$2,558,626	56,432	+3.0%	Shares	Sole	2023-08-10
2023-03-31	$2,105,666	54,778	+64.7%	Shares	Sole	2023-05-10
2022-12-31	$1,275,917	33,253	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.