Creative Planning - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 258 filers reported holding MOELIS & CO in Q2 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$281,210
-8.4%
6,231
-8.0%
0.00%
Q2 2023$307,001
+1946.7%
6,771
+1983.4%
0.00%
Q1 2022$15,000
-98.7%
325
-98.5%
0.00%
-100.0%
Q1 2021$1,197,000
+5104.3%
21,805
+3534.2%
0.00%
Q2 2017$23,0000.0%6000.0%0.00%
Q1 2017$23,000
+64.3%
600
+50.0%
0.00%
Q4 2016$14,000
-78.5%
400
-83.3%
0.00%
Q3 2016$65,000
+622.2%
2,400
+500.0%
0.00%
Q2 2016$9,000
-18.2%
4000.0%0.00%
Q1 2016$11,000
-8.3%
4000.0%0.00%
Q4 2015$12,000
+9.1%
4000.0%0.00%
Q3 2015$11,000
-8.3%
4000.0%0.00%
Q1 2015$12,000
-14.3%
4000.0%0.00%
Q4 2014$14,0000.0%4000.0%0.00%
Q3 2014$14,000
+7.7%
4000.0%0.00%
Q2 2014$13,0004000.00%
Other shareholders
MOELIS & CO shareholders Q2 2023
NameSharesValueWeighting ↓
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,116,401$244,662,0001.69%
CNA FINANCIAL CORP 218,337$7,506,0001.62%
WINSLOW ASSET MANAGEMENT INC 201,428$6,925,0001.61%
Pier Capital, LLC 182,357$6,269,0001.24%
EMERALD ADVISERS, LLC 538,792$18,524,0000.91%
EMERALD MUTUAL FUND ADVISERS TRUST 504,203$17,334,0000.81%
PARK CIRCLE Co 25,376$872,0000.71%
Capital Impact Advisors, LLC 46,608$1,602,0000.68%
American Financial Network Advisory Services LLC 19,309$664,0000.47%
MALTESE CAPITAL MANAGEMENT LLC 155,000$5,329,0000.44%
View complete list of MOELIS & CO shareholders