IFP Advisors, Inc - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 242 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
IFP Advisors, Inc ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$8,355
-56.7%
185
-49.7%
0.00%
Q2 2023$19,305
+77.3%
368
+102.2%
0.00%
Q1 2023$10,886
+98863.6%
182
+0.6%
0.00%
Q4 2022$11
-99.9%
181
-10.0%
0.00%
Q3 2022$13,0000.0%201
+0.5%
0.00%
Q2 2022$13,000
-40.9%
200
-42.0%
0.00%
Q1 2022$22,000
+144.4%
345
+137.9%
0.00%
Q4 2021$9,000
-40.0%
145
-39.8%
0.00%
Q3 2021$15,000
+7.1%
241
+0.4%
0.00%
Q2 2021$14,000
+75.0%
240
+76.5%
0.00%
Q1 2021$8,000
-91.4%
136
-93.2%
0.00%
-100.0%
Q4 2020$93,000
+29.2%
2,014
-1.8%
0.00%0.0%
Q3 2020$72,000
+14.3%
2,050
+0.0%
0.00%
-20.0%
Q2 2020$63,000
-6.0%
2,049
-2.1%
0.01%
-28.6%
Q1 2020$67,000
+15.5%
2,092
+17.7%
0.01%
+75.0%
Q4 2019$58,000
+5.5%
1,778
+6.1%
0.00%0.0%
Q3 2019$55,000
+1733.3%
1,676
+1871.8%
0.00%
Q4 2018$3,000
-86.4%
85
-79.3%
0.00%
-100.0%
Q3 2018$22,000
-8.3%
4100.0%0.00%0.0%
Q2 2018$24,000
-4.0%
410
-21.2%
0.00%0.0%
Q1 2018$25,0000.0%5200.0%0.00%0.0%
Q4 2017$25,000
+257.1%
520
+188.9%
0.00%
Q2 2017$7,0000.0%1800.0%0.00%
Q1 2017$7,0001800.00%
Other shareholders
MOELIS & CO shareholders Q1 2023
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 224,055$14,006,00012.21%
Heard Capital LLC 598,938$37,439,614,0005.85%
TIMUCUAN ASSET MANAGEMENT INC/FL 2,045,098$127,839,0004.69%
CAPITAL MANAGEMENT CORP /VA 296,539$18,537,0003.85%
PARK CIRCLE Co 50,176$3,137,0002.48%
Salvus Wealth Management, LLC 45,861$2,867,0002.10%
WINSLOW ASSET MANAGEMENT INC 173,357$10,837,0001.91%
EMERALD ADVISERS, LLC 767,336$47,966,0001.77%
Castellan Group 39,775$2,486,0001.72%
EMERALD MUTUAL FUND ADVISERS TRUST 768,726$48,053,0001.69%
View complete list of MOELIS & CO shareholders