MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 267 filers reported holding MOELIS & CO in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,092 | -42.2% | 8,400 | -56.7% | 0.00% | -50.0% |
| Q3 2022 | $656,000 | +7.5% | 19,401 | +25.2% | 0.00% | 0.0% |
| Q2 2022 | $610,000 | -6.3% | 15,500 | +11.8% | 0.00% | -33.3% |
| Q1 2022 | $651,000 | +112.1% | 13,868 | +183.0% | 0.00% | +200.0% |
| Q4 2021 | $307,000 | -69.0% | 4,900 | -69.4% | 0.00% | -75.0% |
| Q3 2021 | $989,000 | -8.1% | 16,000 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $1,076,000 | +69.2% | 18,900 | +62.9% | 0.00% | +33.3% |
| Q1 2021 | $636,000 | -62.6% | 11,600 | -68.1% | 0.00% | -57.1% |
| Q4 2020 | $1,701,000 | +214.4% | 36,381 | +136.2% | 0.01% | +133.3% |
| Q3 2020 | $541,000 | +149.3% | 15,400 | +133.3% | 0.00% | +50.0% |
| Q3 2019 | $217,000 | – | 6,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,988 | $11,433,800 | 12.90% |
| Heard Capital LLC | 1,608,398 | $61,714,231 | 6.57% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2,462,185 | $94,474,030 | 4.10% |
| CAPITAL MANAGEMENT CORP /VA | 386,939 | $14,846,847 | 3.65% |
| PARK CIRCLE Co | 50,176 | $1,925,253 | 1.81% |
| Salvus Wealth Management, LLC | 48,272 | $1,852,197 | 1.70% |
| Tributary Capital Management, LLC | 428,827 | $16,454 | 1.64% |
| WINSLOW ASSET MANAGEMENT INC | 170,003 | $6,523 | 1.54% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 600,738 | $23,050,317 | 1.43% |
| EMERALD ADVISERS, LLC | 734,692 | $28,190,132 | 1.36% |