Plante Moran Financial Advisors, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 198 filers reported holding MOELIS & CO in Q3 2019. The put-call ratio across all filers is 5.82 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 Q3 2019
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