Plante Moran Financial Advisors, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 176 filers reported holding MOELIS & CO in Q1 2020. The put-call ratio across all filers is 0.95 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 2020
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