Capital Impact Advisors, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 267 filers reported holding MOELIS & CO in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Impact Advisors, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$582,087
+110.7%
12,898
+111.7%
0.97%
+220.1%
Q2 2023$276,211
-8.7%
6,092
-22.6%
0.30%
-18.1%
Q1 2023$302,600
+0.2%
7,8720.0%0.37%
+25.8%
Q4 2022$302,049
-23.1%
7,872
-13.5%
0.30%
-24.6%
Q3 2022$393,000
+32.8%
9,100
+20.9%
0.39%
+42.7%
Q2 2022$296,000
-29.0%
7,524
-15.4%
0.27%
-9.6%
Q1 2022$417,000
-79.1%
8,891
-85.5%
0.30%
-60.2%
Q3 2019$1,998,000
-1.8%
61,370
+4.1%
0.76%
+2.0%
Q2 2019$2,035,000
+27.0%
58,956
+26.5%
0.75%
+5.1%
Q1 2019$1,602,0000.0%46,6080.0%0.71%
+3.8%
Q4 2018$1,602,000
-20.1%
46,608
+28.7%
0.68%
-0.6%
Q3 2018$2,005,000
+5.4%
36,217
+12.3%
0.69%
-2.3%
Q2 2018$1,903,000
+16.0%
32,2490.0%0.70%
+4.5%
Q1 2018$1,640,000
+4.9%
32,2490.0%0.67%
-0.1%
Q4 2017$1,564,000
+12.7%
32,2490.0%0.68%
+8.9%
Q3 2017$1,388,000
+10.8%
32,2490.0%0.62%
+8.8%
Q2 2017$1,253,000
-27.0%
32,249
-27.7%
0.57%
-16.7%
Q1 2017$1,717,000
+47.5%
44,604
+29.9%
0.68%
+41.6%
Q4 2016$1,164,000
+26.1%
34,3330.0%0.48%
+21.1%
Q3 2016$923,000
+19.6%
34,3330.0%0.40%
+10.5%
Q2 2016$772,000
-20.3%
34,3330.0%0.36%
-21.9%
Q1 2016$969,000
+7.3%
34,333
+10.9%
0.46%
+6.9%
Q4 2015$903,000
+11.1%
30,9600.0%0.43%
+4.6%
Q3 2015$813,000
-8.5%
30,9600.0%0.41%
+2.5%
Q2 2015$889,000
-4.7%
30,9600.0%0.40%
-5.4%
Q1 2015$933,00030,9600.43%
Other shareholders
MOELIS & CO shareholders Q3 2023
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