UNITED CAPITAL FINANCIAL ADVISORS, 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
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 Q3 2023
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