NAPLES GLOBAL ADVISORS, LLC - 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
NAPLES GLOBAL ADVISORS, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$508,671
-0.5%
11,2710.0%0.06%
+3.3%
Q2 2023$511,038
+3.5%
11,271
-12.2%
0.06%
-3.2%
Q1 2023$493,617
-2.5%
12,841
-2.7%
0.06%
-3.1%
Q4 2022$506,147
+22.0%
13,191
+7.4%
0.06%
+12.3%
Q3 2022$415,000
-19.9%
12,281
-6.8%
0.06%
-14.9%
Q2 2022$518,000
-12.2%
13,171
+4.8%
0.07%
-1.5%
Q1 2022$590,000
-1.2%
12,563
+31.5%
0.07%
-1.4%
Q4 2021$597,000
+2.1%
9,555
+1.1%
0.07%
-10.4%
Q3 2021$585,000
+69.1%
9,450
+55.6%
0.08%
+60.4%
Q2 2021$346,000
+22.7%
6,075
+18.1%
0.05%
+11.6%
Q1 2021$282,000
+21.6%
5,145
+3.6%
0.04%
+10.3%
Q4 2020$232,000
+2.2%
4,965
-30.2%
0.04%
-18.8%
Q4 2019$227,000
-62.7%
7,110
-61.7%
0.05%
-66.2%
Q3 2019$609,000
-3.9%
18,553
+2.2%
0.14%
-7.8%
Q2 2019$634,000
-4.4%
18,146
+13.8%
0.15%
-8.9%
Q1 2019$663,000
+41.1%
15,940
+28.7%
0.17%
+26.1%
Q4 2018$470,00012,3900.13%
Other shareholders
MOELIS & CO shareholders Q4 2020
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