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 $5.352B $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 $675.316B 13.81
Bank Of America (BAC) United States $346.124B 14.23
Wells Fargo (WFC) United States $232.931B 12.96
Morgan Stanley (MS) United States $198.882B 18.02
Goldman Sachs (GS) United States $175.790B 16.43
Citigroup (C) United States $135.036B 13.10
Charles Schwab (SCHW) United States $129.506B 24.92
Interactive Brokers (IBKR) United States $78.255B 27.77
PNC Financial Services (PNC) United States $75.000B 14.20
Robinhood Markets (HOOD) United States $35.430B 67.93
Raymond James Financial (RJF) United States $31.514B 15.34
Tradeweb Markets (TW) United States $30.966B 46.81
LPL Financial Holdings (LPLA) United States $24.741B 20.97
Nomura Holdings Inc ADR (NMR) Japan $16.517B 9.42
Stifel Financial (SF) United States $10.644B 17.08
Evercore Inc (EVR) United States $10.010B 32.87
SBI Holdings (SBHGF) Japan $7.094B 11.34
Piper Sandler (PIPR) United States $5.021B 23.71
BGC (BGC) United States $4.543B 9.97
UP Fintech Holding (TIGR) China $1.064B 28.80
Oppenheimer Holdings (OPY) United States $0.645B 9.09
Diamond Hill Investment (DHIL) United States $0.394B 12.57
Foxtons Group (FXTGY) United Kingdom $0.247B 0.00
Siebert Financial (SIEB) United States $0.120B 11.54
TOP Financial Group (TOP) Hong Kong, SAR China $0.054B 0.00