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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

MC holding history

Moelis & Co in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MC overviewAll 13F holders of MCFull Q2 2026 holdings

Shares (Q2 2026)
6,717
Value
$439.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MC by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,717$439.4K<0.1%+51+0.8%AddedHolders
Q1 20266,666$380.0K<0.1%00.0%UnchangedHolders
Q4 20256,666$458.2K<0.1%−100−1.5%ReducedHolders
Q3 20256,766$482.6K<0.1%00.0%UnchangedHolders
Q2 20256,766$421.7K<0.1%00.0%UnchangedHolders
Q1 20256,766$394.9K<0.1%00.0%UnchangedHolders
Q4 20246,766$499.9K<0.1%−290−4.1%ReducedHolders
Q3 20247,056$483.4K<0.1%00.0%UnchangedHolders
Q2 20247,056$401.2K<0.1%00.0%UnchangedHolders
Q1 20247,056$400.6K<0.1%00.0%UnchangedHolders
Q4 20237,056$396.1K<0.1%+390+5.9%AddedHolders
Q3 20236,666$300.8K<0.1%00.0%UnchangedHolders
Q2 20236,666$302.2K<0.1%00.0%UnchangedHolders
Q1 20236,666$247.6K<0.1%00.0%UnchangedHolders
Q4 20226,666$258.6K<0.1%00.0%UnchangedHolders
Q3 20226,666$225.0K<0.1%+403+6.4%AddedHolders
Q2 20226,263$246.0K<0.1%+1,681+36.7%AddedHolders
Q1 20224,582$215.0K<0.1%00.0%UnchangedHolders
Q4 20214,582$288.0K<0.1%00.0%UnchangedHolders
Q3 20214,582$283.0K<0.1%00.0%UnchangedHolders
Q2 20214,582$261.0K<0.1%00.0%UnchangedHolders
Q1 20214,582$251.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.