MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 242 filers reported holding MOELIS & CO in Q1 2023. The put-call ratio across all filers is 0.76 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,201,681 | -0.4% | 26,627 | +0.1% | 0.04% | +5.0% |
| Q2 2023 | $1,206,136 | +16.8% | 26,602 | -0.9% | 0.04% | +11.1% |
| Q1 2023 | $1,032,227 | +9.3% | 26,853 | +9.1% | 0.04% | +5.9% |
| Q4 2022 | $944,438 | +144.7% | 24,614 | +115.3% | 0.03% | +142.9% |
| Q3 2022 | $386,000 | -14.0% | 11,430 | +0.1% | 0.01% | -17.6% |
| Q2 2022 | $449,000 | -42.6% | 11,419 | -54.5% | 0.02% | -51.4% |
| Q2 2020 | $782,000 | +21.1% | 25,092 | +9.1% | 0.04% | -28.6% |
| Q1 2020 | $646,000 | -12.0% | 23,003 | 0.0% | 0.05% | +16.7% |
| Q4 2019 | $734,000 | -1.3% | 23,003 | +1.6% | 0.04% | -2.3% |
| Q3 2019 | $744,000 | – | 22,635 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,195 | $13,897,000 | 12.21% |
| Heard Capital LLC | 348,184 | $16,281,000 | 5.41% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,987,689 | $92,944,000 | 4.75% |
| CAPITAL MANAGEMENT CORP /VA | 201,634 | $9,428,000 | 2.57% |
| Salvus Wealth Management, LLC | 44,165 | $2,266,000 | 2.45% |
| WINSLOW ASSET MANAGEMENT INC | 178,547 | $8,349,000 | 1.76% |
| Tributary Capital Management, LLC | 435,865 | $20,381,000 | 1.46% |
| CRAMER ROSENTHAL MCGLYNN LLC | 919,714 | $43,006,000 | 1.35% |
| Monarch Partners Asset Management LLC | 163,101 | $7,627,000 | 1.33% |
| EMERALD ADVISERS, LLC | 827,636 | $38,700,000 | 1.28% |