CAPTRUST FINANCIAL ADVISORS - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 231 filers reported holding MOELIS & CO in Q4 2020. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$1,269,642
+1.2%
28,133
+1.7%
0.01%0.0%
Q2 2023$1,254,467
+286.2%
27,668
+227.4%
0.01%
+400.0%
Q1 2023$324,856
-20.7%
8,451
-20.8%
0.00%
-50.0%
Q4 2022$409,600
+13.8%
10,675
+0.2%
0.00%0.0%
Q3 2022$360,000
+1.1%
10,650
+17.7%
0.00%0.0%
Q2 2022$356,000
-13.2%
9,050
+3.7%
0.00%
-33.3%
Q1 2022$410,000
-22.5%
8,723
+3.0%
0.00%
-25.0%
Q4 2021$529,000
-2.2%
8,469
-3.1%
0.00%0.0%
Q3 2021$541,000
+82.2%
8,744
+67.8%
0.00%
+33.3%
Q2 2021$297,000
+3.8%
5,2120.0%0.00%0.0%
Q1 2021$286,000
+108.8%
5,212
+77.6%
0.00%
+50.0%
Q4 2020$137,000
+33.0%
2,9350.0%0.00%0.0%
Q3 2020$103,000
+14.4%
2,9350.0%0.00%
+100.0%
Q2 2020$90,000
+66.7%
2,935
+46.8%
0.00%0.0%
Q1 2020$54,0002,0000.00%
Q2 2019$000.00%
Q1 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2018$24,000
+71.4%
711
+187.9%
0.00%0.0%
Q3 2018$14,000
-33.3%
247
-32.5%
0.00%0.0%
Q2 2018$21,0003660.00%
Other shareholders
MOELIS & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Heard Capital LLC 1,863,970$84,120,9666.20%
TIMUCUAN ASSET MANAGEMENT INC/FL 3,050,694$137,677,8035.52%
ADIRONDACK RETIREMENT SPECIALISTS, INC. 81,120$3,660,9462.85%
CAPITAL MANAGEMENT CORP /VA 230,932$10,421,9582.36%
Salvus Wealth Management, LLC 64,388$2,905,8302.30%
PARK CIRCLE Co 50,176$2,264,4432.12%
Tributary Capital Management, LLC 449,138$20,269,6151.92%
WINSLOW ASSET MANAGEMENT INC 172,370$7,7791.80%
CRAMER ROSENTHAL MCGLYNN LLC 434,485$19,608,3081.10%
EMERALD MUTUAL FUND ADVISERS TRUST 380,711$17,181,4871.04%
View complete list of MOELIS & CO shareholders