Chevy Chase Trust Holdings, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 267 filers reported holding MOELIS & CO in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Chevy Chase Trust Holdings, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$1,598,504
-1.4%
35,420
-1.0%
0.01%0.0%
Q2 2023$1,621,585
+15.8%
35,765
-1.8%
0.01%0.0%
Q1 2023$1,400,408
-1.9%
36,431
-2.1%
0.01%0.0%
Q4 2022$1,428,016
-16.8%
37,217
-26.7%
0.01%
-14.3%
Q3 2022$1,716,000
-12.6%
50,747
+1.7%
0.01%
-12.5%
Q2 2022$1,964,000
-17.0%
49,898
-1.0%
0.01%0.0%
Q1 2022$2,366,000
-23.2%
50,380
+2.2%
0.01%
-20.0%
Q4 2021$3,081,000
-0.7%
49,279
-1.7%
0.01%
-9.1%
Q3 2021$3,102,000
+9.4%
50,141
+0.6%
0.01%
+10.0%
Q2 2021$2,836,00049,8570.01%
Other shareholders
MOELIS & CO shareholders Q3 2023
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 224,055$14,006,00012.21%
Heard Capital LLC 598,938$37,439,614,0005.85%
TIMUCUAN ASSET MANAGEMENT INC/FL 2,045,098$127,839,0004.69%
CAPITAL MANAGEMENT CORP /VA 296,539$18,537,0003.85%
PARK CIRCLE Co 50,176$3,137,0002.48%
Salvus Wealth Management, LLC 45,861$2,867,0002.10%
WINSLOW ASSET MANAGEMENT INC 173,357$10,837,0001.91%
EMERALD ADVISERS, LLC 767,336$47,966,0001.77%
Castellan Group 39,775$2,486,0001.72%
EMERALD MUTUAL FUND ADVISERS TRUST 768,726$48,053,0001.69%
View complete list of MOELIS & CO shareholders