O'SHAUGHNESSY ASSET MANAGEMENT, 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$393,534
+1.2%
8,720
+1.7%
0.01%0.0%
Q2 2023$388,836
-8.4%
8,576
-22.3%
0.01%
-14.3%
Q1 2023$424,301
+4.2%
11,038
+4.0%
0.01%0.0%
Q4 2022$407,067
+9.1%
10,609
-3.8%
0.01%0.0%
Q3 2022$373,000
+15.5%
11,032
+34.4%
0.01%
+16.7%
Q2 2022$323,000
-25.4%
8,206
-10.9%
0.01%
-14.3%
Q1 2022$433,000
+25.1%
9,212
+66.4%
0.01%
+16.7%
Q4 2021$346,000
+58.0%
5,535
+56.5%
0.01%
+50.0%
Q3 2021$219,000
+30.4%
3,536
+19.5%
0.00%
+33.3%
Q2 2021$168,000
+3.7%
2,9600.0%0.00%
-25.0%
Q1 2021$162,000
-80.1%
2,960
-80.1%
0.00%
-76.5%
Q3 2018$815,000
-7.5%
14,893
-0.9%
0.02%
-10.5%
Q2 2018$881,000
-57.5%
15,035
-63.1%
0.02%
-57.8%
Q1 2018$2,073,000
-22.8%
40,762
-26.3%
0.04%
-28.6%
Q4 2017$2,684,000
+14.9%
55,341
+2.0%
0.06%
+16.7%
Q3 2017$2,336,000
+0.3%
54,251
-9.5%
0.05%
-1.8%
Q2 2017$2,329,000
+43.1%
59,953
+41.8%
0.06%
+44.7%
Q1 2017$1,628,000
+239.2%
42,292
+198.9%
0.04%
+245.5%
Q4 2016$480,000
+99.2%
14,151
+57.6%
0.01%
+83.3%
Q3 2016$241,000
+156.4%
8,977
+113.9%
0.01%
+200.0%
Q2 2016$94,000
+452.9%
4,197
+611.4%
0.00%
Q1 2016$17,000
+112.5%
590
+83.2%
0.00%
Q3 2015$8,000
-81.0%
322
-77.9%
0.00%
-100.0%
Q2 2015$42,000
-4.5%
1,4570.0%0.00%0.0%
Q1 2015$44,000
-10.2%
1,457
+2.9%
0.00%0.0%
Q4 2014$49,0001,4160.00%
Other shareholders
MOELIS & CO shareholders Q3 2021
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 297,988$11,433,80012.90%
Heard Capital LLC 1,608,398$61,714,2316.57%
TIMUCUAN ASSET MANAGEMENT INC/FL 2,462,185$94,474,0304.10%
CAPITAL MANAGEMENT CORP /VA 386,939$14,846,8473.65%
PARK CIRCLE Co 50,176$1,925,2531.81%
Salvus Wealth Management, LLC 48,272$1,852,1971.70%
Tributary Capital Management, LLC 428,827$16,4541.64%
WINSLOW ASSET MANAGEMENT INC 170,003$6,5231.54%
EMERALD MUTUAL FUND ADVISERS TRUST 600,738$23,050,3171.43%
EMERALD ADVISERS, LLC 734,692$28,190,1321.36%
View complete list of MOELIS & CO shareholders