Advisors Asset Management, Inc. - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 4 filers reported holding MOELIS & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$214,774
-53.7%
4,759
-53.5%
0.01%
-44.4%
Q2 2023$464,055
-80.4%
10,235
-83.4%
0.01%
-81.2%
Q1 2023$2,365,021
-36.2%
61,525
-36.3%
0.05%
-36.8%
Q4 2022$3,704,163
+10.0%
96,538
-3.0%
0.08%
+7.0%
Q3 2022$3,366,000
-42.5%
99,562
-33.0%
0.07%
-36.0%
Q2 2022$5,849,000
-3.0%
148,634
+15.8%
0.11%
+19.4%
Q1 2022$6,027,000
+22.9%
128,362
+63.7%
0.09%
+32.9%
Q4 2021$4,903,000
+38.0%
78,436
+36.5%
0.07%
+29.6%
Q3 2021$3,554,000
+27.7%
57,449
+17.4%
0.05%
+31.7%
Q2 2021$2,784,000
+322.5%
48,943
+307.6%
0.04%
+310.0%
Q1 2021$659,000
+16.4%
12,007
-0.8%
0.01%
+11.1%
Q4 2020$566,000
+18.4%
12,100
-11.0%
0.01%0.0%
Q3 2020$478,000
+9.6%
13,596
-2.8%
0.01%
+12.5%
Q2 2020$436,000
+9.8%
13,988
-1.0%
0.01%
-11.1%
Q1 2020$397,000
-12.6%
14,125
-0.6%
0.01%
+12.5%
Q4 2019$454,0000.0%14,210
+2.9%
0.01%0.0%
Q3 2019$454,00013,8060.01%
Other shareholders
MOELIS & CO shareholders Q4 2023
NameSharesValueWeighting ↓
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,116,401$244,662,0001.69%
CNA FINANCIAL CORP 218,337$7,506,0001.62%
WINSLOW ASSET MANAGEMENT INC 201,428$6,925,0001.61%
Pier Capital, LLC 182,357$6,269,0001.24%
EMERALD ADVISERS, LLC 538,792$18,524,0000.91%
EMERALD MUTUAL FUND ADVISERS TRUST 504,203$17,334,0000.81%
PARK CIRCLE Co 25,376$872,0000.71%
Capital Impact Advisors, LLC 46,608$1,602,0000.68%
American Financial Network Advisory Services LLC 19,309$664,0000.47%
MALTESE CAPITAL MANAGEMENT LLC 155,000$5,329,0000.44%
View complete list of MOELIS & CO shareholders