LPL Financial LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 291 filers reported holding MOELIS & CO in Q3 2021. The put-call ratio across all filers is 0.69 and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$2,429,498
+1.1%
53,833
+1.6%
0.00%0.0%
Q2 2023$2,402,904
+28.4%
52,997
+8.9%
0.00%
+100.0%
Q1 2023$1,870,771
+16.3%
48,667
+16.1%
0.00%0.0%
Q4 2022$1,608,169
+20.3%
41,912
+6.0%
0.00%0.0%
Q3 2022$1,337,000
-10.9%
39,530
+3.6%
0.00%0.0%
Q2 2022$1,501,000
-36.8%
38,154
-24.6%
0.00%
-50.0%
Q1 2022$2,376,000
+14.1%
50,610
+51.9%
0.00%0.0%
Q4 2021$2,083,000
+5.8%
33,325
+4.7%
0.00%0.0%
Q3 2021$1,969,000
+10.6%
31,826
+1.7%
0.00%0.0%
Q2 2021$1,780,000
+5.5%
31,281
+1.8%
0.00%0.0%
Q1 2021$1,687,000
-9.6%
30,733
-23.0%
0.00%0.0%
Q4 2020$1,866,000
+37.6%
39,897
+3.4%
0.00%0.0%
Q3 2020$1,356,000
+30.9%
38,580
+16.1%
0.00%0.0%
Q2 2020$1,036,000
+33.2%
33,238
+20.0%
0.00%0.0%
Q1 2020$778,000
-23.5%
27,699
-13.0%
0.00%0.0%
Q4 2019$1,017,000
-3.0%
31,849
-0.1%
0.00%0.0%
Q3 2019$1,048,000
+153.8%
31,891
+170.0%
0.00%
+100.0%
Q2 2019$413,000
+6.7%
11,810
+27.1%
0.00%0.0%
Q1 2019$387,0009,2940.00%
Other shareholders
MOELIS & CO shareholders Q3 2021
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 297,195$13,897,00012.21%
Heard Capital LLC 348,184$16,281,0005.41%
TIMUCUAN ASSET MANAGEMENT INC/FL 1,987,689$92,944,0004.75%
CAPITAL MANAGEMENT CORP /VA 201,634$9,428,0002.57%
Salvus Wealth Management, LLC 44,165$2,266,0002.45%
WINSLOW ASSET MANAGEMENT INC 178,547$8,349,0001.76%
Tributary Capital Management, LLC 435,865$20,381,0001.46%
CRAMER ROSENTHAL MCGLYNN LLC 919,714$43,006,0001.35%
Monarch Partners Asset Management LLC 163,101$7,627,0001.33%
EMERALD ADVISERS, LLC 827,636$38,700,0001.28%
View complete list of MOELIS & CO shareholders