Plante Moran Financial Advisors, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 202 filers reported holding MOELIS & CO in Q1 2018. The put-call ratio across all filers is 2.12 and the average weighting 0.1%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q2 2023$1,270
+18.0%
280.0%0.00%
Q1 2023$1,076
+0.2%
280.0%0.00%
Q4 2022$1,074
+7.4%
280.0%0.00%
Q3 2022$1,0000.0%280.0%0.00%
Q2 2022$1,0000.0%280.0%0.00%
Q1 2022$1,000
-50.0%
280.0%0.00%
Q4 2021$2,0000.0%280.0%0.00%
Q3 2021$2,0000.0%280.0%0.00%
Q2 2021$2,0000.0%280.0%0.00%
-100.0%
Q1 2021$2,000
+100.0%
280.0%0.00%
Q4 2020$1,0000.0%280.0%0.00%
Q3 2020$1,0000.0%280.0%0.00%
Q2 2020$1,0000.0%280.0%0.00%
Q1 2020$1,0000.0%280.0%0.00%
Q4 2019$1,000
-92.9%
28
-93.5%
0.00%
-100.0%
Q3 2019$14,000
+1300.0%
434
+1450.0%
0.00%
Q2 2019$1,0000.0%280.0%0.00%
Q1 2019$1,0000.0%280.0%0.00%
Q4 2018$1,000
-50.0%
280.0%0.00%
-100.0%
Q3 2018$2,0000.0%280.0%0.00%0.0%
Q2 2018$2,000
+100.0%
280.0%0.00%0.0%
Q1 2018$1,000
-66.7%
28
-72.0%
0.00%
-50.0%
Q4 2016$3,000
+50.0%
100
+16.3%
0.00%
+100.0%
Q3 2016$2,0000.0%860.0%0.00%0.0%
Q2 2016$2,000
-33.3%
86
-14.0%
0.00%
-50.0%
Q1 2016$3,0001000.00%
Other shareholders
MOELIS & CO shareholders Q1 2018
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 338,591$11,448,00011.05%
Heard Capital LLC 1,503,515$50,834,0005.95%
TIMUCUAN ASSET MANAGEMENT INC/FL 2,444,669$82,654,0003.95%
CAPITAL MANAGEMENT CORP /VA 359,092$12,141,0003.43%
PARK CIRCLE Co 50,176$1,696,0001.74%
Salvus Wealth Management, LLC 48,307$1,633,0001.56%
WINSLOW ASSET MANAGEMENT INC 170,920$5,779,0001.50%
Tributary Capital Management, LLC 416,800$14,092,0001.48%
EMERALD MUTUAL FUND ADVISERS TRUST 596,518$20,168,0001.28%
EMERALD ADVISERS, LLC 668,614$22,606,0001.17%
View complete list of MOELIS & CO shareholders