UNITED CAPITAL FINANCIAL ADVISORS, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 261 filers reported holding MOELIS & CO in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$203,627
-0.5%
4,512
-0.0%
0.00%0.0%
Q2 2023$204,619
-14.0%
4,513
-35.8%
0.00%0.0%
Q3 2022$238,000
+10.7%
7,034
+53.9%
0.00%0.0%
Q1 2022$215,000
-23.5%
4,570
+1.6%
0.00%0.0%
Q4 2021$281,000
+1.1%
4,498
+0.1%
0.00%0.0%
Q3 2021$278,000
+8.6%
4,4920.0%0.00%0.0%
Q2 2021$256,000
+3.6%
4,4920.0%0.00%0.0%
Q1 2021$247,0004,4920.00%
Other shareholders
MOELIS & CO shareholders Q1 2021
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