NAPLES GLOBAL ADVISORS, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 244 filers reported holding MOELIS & CO in Q1 2023. The put-call ratio across all filers is 0.76 and the average weighting 0.2%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q2 2024$578,336
+3.5%
10,171
+3.3%
0.06%
+1.8%
Q1 2024$558,971
-10.9%
9,846
-11.9%
0.06%
-17.4%
Q4 2023$627,041
+23.3%
11,171
-0.9%
0.07%
+11.3%
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 Q1 2023
NameSharesValueWeighting ↓
CNA FINANCIAL CORP 218,337$10,589,0002.55%
WINSLOW ASSET MANAGEMENT INC 207,206$10,049,0001.85%
Pier Capital, LLC 162,162$7,865,0001.34%
Cypress Capital Management LLC (WY) 16,425$797,0000.90%
EMERALD ADVISERS, LLC 472,340$22,908,0000.88%
EMERALD MUTUAL FUND ADVISERS TRUST 397,765$19,292,0000.77%
PARK CIRCLE Co 25,376$1,231,0000.68%
Capital Impact Advisors, LLC 32,249$1,564,0000.68%
GLOBEFLEX CAPITAL L P 38,668$1,875,0000.52%
LUCUS ADVISORS LLC 7,015$340,0000.50%
View complete list of MOELIS & CO shareholders