Edge Wealth Management LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 198 filers reported holding MOELIS & CO in Q3 2019. The put-call ratio across all filers is 5.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q2 2020$6,0000.0%2000.0%0.00%0.0%
Q1 2020$6,0000.0%2000.0%0.00%0.0%
Q4 2019$6,0000.0%2000.0%0.00%0.0%
Q3 2019$6,000
-14.3%
2000.0%0.00%
-50.0%
Q2 2019$7,000
-12.5%
2000.0%0.00%0.0%
Q1 2019$8,000
+14.3%
2000.0%0.00%0.0%
Q4 2018$7,000
-36.4%
2000.0%0.00%
-33.3%
Q3 2018$11,000
-62.1%
200
-60.0%
0.00%
-57.1%
Q2 2018$29,000
+16.0%
5000.0%0.01%0.0%
Q1 2018$25,000
-26.5%
500
-28.6%
0.01%
-30.0%
Q4 2017$34,000
+13.3%
7000.0%0.01%
+11.1%
Q3 2017$30,000
+57.9%
700
+40.0%
0.01%
+50.0%
Q2 2017$19,0000.0%5000.0%0.01%
-14.3%
Q1 2017$19,000
+11.8%
5000.0%0.01%
+16.7%
Q4 2016$17,0005000.01%
Other shareholders
MOELIS & CO shareholders Q3 2019
NameSharesValueWeighting ↓
Southside Capital, LLC 225,000$7,864,0002.30%
Roubaix Capital, LLC 56,958$1,991,0001.66%
WINSLOW ASSET MANAGEMENT INC 202,908$7,092,0001.58%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,424,366$294,432,0001.56%
Philadelphia Financial Management of San Francisco, LLC 215,864$7,544,0001.32%
Pier Capital, LLC 245,034$8,564,0001.32%
ENDEAVOUR CAPITAL ADVISORS INC 209,336$7,316,0001.08%
Capital Impact Advisors, LLC 58,956$2,035,0000.75%
EMERALD ADVISERS, LLC 518,127$18,109,0000.73%
EMERALD MUTUAL FUND ADVISERS TRUST 514,561$17,984,0000.71%
View complete list of MOELIS & CO shareholders