UNITED CAPITAL FINANCIAL ADVISORS, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 259 filers reported holding MOELIS & CO in Q2 2022. The put-call ratio across all filers is 2.73 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 Q2 2022
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