J.P. Morgan Private Wealth Advisors LLC - 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
J.P. Morgan Private Wealth Advisors LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$9,609,469
+0.3%
212,929
+0.8%
0.03%
-46.0%
Q2 2023$9,581,390
+36.9%
211,323
+16.1%
0.05%
+233.3%
Q1 2023$6,996,464
+15.1%
182,010
+14.9%
0.02%
+7.1%
Q4 2022$6,077,041
-47.5%
158,380
-53.7%
0.01%
-53.3%
Q3 2022$11,575,000
+14.6%
342,358
+33.4%
0.03%
+15.4%
Q2 2022$10,098,000
-5.8%
256,631
+12.4%
0.03%
+13.0%
Q1 2022$10,720,000
+9.6%
228,338
+45.9%
0.02%
+9.5%
Q4 2021$9,780,000
-17.8%
156,461
-18.6%
0.02%
-27.6%
Q3 2021$11,894,000
+29.6%
192,247
+19.2%
0.03%
+20.8%
Q2 2021$9,174,000
+6.7%
161,257
+2.9%
0.02%
-14.3%
Q1 2021$8,599,000
-1.6%
156,694
-16.1%
0.03%0.0%
Q4 2020$8,735,000
+15.5%
186,809
-13.2%
0.03%
-3.4%
Q3 2020$7,564,000
+15.4%
215,240
+2.3%
0.03%
-3.3%
Q2 2020$6,557,000
+11.9%
210,442
+0.9%
0.03%
-9.1%
Q1 2020$5,861,000
+44.1%
208,575
+63.7%
0.03%
+83.3%
Q4 2019$4,068,000
+1132.7%
127,432
+1226.2%
0.02%
+800.0%
Q4 2018$330,000
+65.0%
9,609
+133.4%
0.00%
+100.0%
Q4 2017$200,0004,1170.00%
Other shareholders
MOELIS & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Southside Capital, LLC 225,000$7,864,0002.30%
Roubaix Capital, LLC 56,958$1,991,0001.66%
WINSLOW ASSET MANAGEMENT INC 202,908$7,092,0001.58%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,424,366$294,432,0001.56%
Philadelphia Financial Management of San Francisco, LLC 215,864$7,544,0001.32%
Pier Capital, LLC 245,034$8,564,0001.32%
ENDEAVOUR CAPITAL ADVISORS INC 209,336$7,316,0001.08%
Capital Impact Advisors, LLC 58,956$2,035,0000.75%
EMERALD ADVISERS, LLC 518,127$18,109,0000.73%
EMERALD MUTUAL FUND ADVISERS TRUST 514,561$17,984,0000.71%
View complete list of MOELIS & CO shareholders