Moelis Long-Term Investments 2012-2024 | MC

Moelis long-term investments from 2012 to 2024. Long-term investments can be defined as the aggregate value of debt and or equity investments with maturities or benefits lasting more than one year.
  • Moelis long-term investments for the quarter ending September 30, 2024 were $0.188B, a 4.73% decline year-over-year.
  • Moelis long-term investments for 2023 were $0.21B, a 20.69% decline from 2022.
  • Moelis long-term investments for 2022 were $0.265B, a 0.72% increase from 2021.
  • Moelis long-term investments for 2021 were $0.263B, a 24.32% increase from 2020.
Moelis Annual Long-Term Investments
(Millions of US $)
2023 $210
2022 $265
2021 $263
2020 $212
2019 $213
2018 $144
2017 $155
2016 $54
2015 $56
2014 $57
2013 $81
2012 $150
2011 $
Moelis Quarterly Long-Term Investments
(Millions of US $)
2024-09-30 $188
2024-06-30 $87
2024-03-31 $68
2023-12-31 $210
2023-09-30 $198
2023-06-30 $87
2023-03-31 $92
2022-12-31 $265
2022-09-30 $247
2022-06-30 $192
2022-03-31 $228
2021-12-31 $263
2021-09-30 $339
2021-06-30 $130
2021-03-31 $118
2020-12-31 $212
2020-09-30 $220
2020-06-30 $139
2020-03-31 $59
2019-12-31 $213
2019-09-30 $160
2019-06-30 $62
2019-03-31 $71
2018-12-31 $144
2018-09-30 $205
2018-06-30 $118
2018-03-31 $85
2017-12-31 $155
2017-09-30 $162
2017-06-30 $107
2017-03-31 $52
2016-12-31 $54
2016-09-30 $54
2016-06-30 $82
2016-03-31 $67
2015-12-31 $56
2015-09-30 $131
2015-06-30 $46
2015-03-31 $30
2014-12-31 $57
2014-09-30 $91
2014-06-30 $20
2014-03-31 $16
2013-12-31 $81
2013-09-30
2013-06-30
2013-03-31
2012-12-31 $150
2011-12-31
Sector Industry Market Cap Revenue
Finance Finance - Investment Banks $5.844B $0.855B
Moelis & Company is a global investment bank, providing strategic and financial advisory services to corporations, governments and financial sponsors across all major industries. The company's advisory services include M&As, capital markets transactions, recapitalizations and restructurings, and other corporate finance matters like public/private debt and equity transactions. The company serves clients with the help of advisory professionals who are based across the Americas, Europe, the Middle East, Asia and Australia.
Stock Name Country Market Cap PE Ratio
JPMorgan Chase (JPM) United States $673.683B 13.78
Bank Of America (BAC) United States $353.566B 14.54
Wells Fargo (WFC) United States $241.588B 13.44
Morgan Stanley (MS) United States $215.105B 19.49
Goldman Sachs (GS) United States $189.080B 17.67
Charles Schwab (SCHW) United States $138.547B 26.66
Citigroup (C) United States $132.010B 12.81
PNC Financial Services (PNC) United States $83.209B 15.76
Interactive Brokers (IBKR) United States $75.579B 26.91
Raymond James Financial (RJF) United States $33.509B 16.19
Tradeweb Markets (TW) United States $30.604B 46.27
Robinhood Markets (HOOD) United States $28.994B 55.59
LPL Financial Holdings (LPLA) United States $23.806B 20.17
Nomura Holdings Inc ADR (NMR) Japan $17.498B 9.98
Evercore Inc (EVR) United States $12.101B 39.46
Stifel Financial (SF) United States $12.025B 19.29
SBI Holdings (SBHGF) Japan $6.575B 10.51
Piper Sandler (PIPR) United States $6.081B 28.72
BGC (BGC) United States $5.591B 12.10
UP Fintech Holding (TIGR) China $1.209B 38.50
Oppenheimer Holdings (OPY) United States $0.635B 8.95
Diamond Hill Investment (DHIL) United States $0.468B 14.95
Foxtons Group (FXTGY) United Kingdom $0.247B 0.00
Siebert Financial (SIEB) United States $0.098B 10.61
TOP Financial Group (TOP) Hong Kong, SAR China $0.064B 0.00