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 December 31, 2024 were $0.185B, a 12.24% decline year-over-year.
  • Moelis long-term investments for 2024 were $0.185B, a 12.24% decline from 2023.
  • 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 Annual Long-Term Investments
(Millions of US $)
2024 $185
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 $0
Moelis Quarterly Long-Term Investments
(Millions of US $)
2024-12-31 $185
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 $5.275B $1.195B
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 $730.734B 14.35
Bank Of America (BAC) United States $341.136B 13.51
Wells Fargo (WFC) United States $257.103B 13.96
Morgan Stanley (MS) United States $209.623B 16.37
Goldman Sachs (GS) United States $195.380B 15.44
Citigroup (C) United States $148.007B 13.20
Charles Schwab (SCHW) United States $142.712B 24.65
Interactive Brokers (IBKR) United States $90.678B 29.89
PNC Financial Services (PNC) United States $73.989B 13.43
Robinhood Markets (HOOD) United States $44.137B 45.39
Tradeweb Markets (TW) United States $31.241B 45.30
Raymond James Financial (RJF) United States $31.081B 14.34
LPL Financial Holdings (LPLA) United States $27.907B 22.68
Nomura Holdings Inc ADR (NMR) Japan $19.280B 9.27
Stifel Financial (SF) United States $10.803B 15.48
Evercore Inc (EVR) United States $9.350B 26.16
SBI Holdings (SBHGF) Japan $9.257B 11.22
Piper Sandler (PIPR) United States $4.982B 22.10
BGC (BGC) United States $4.270B 8.99
UP Fintech Holding (TIGR) China $1.309B 35.45
Oppenheimer Holdings (OPY) United States $0.645B 9.81
Diamond Hill Investment (DHIL) United States $0.399B 12.75
Foxtons Group (FXTGY) United Kingdom $0.205B 0.00
Siebert Financial (SIEB) United States $0.107B 10.27
TOP Financial Group (TOP) Hong Kong, SAR China $0.052B 0.00