Glassman Wealth Services - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 261 filers reported holding MOELIS & CO in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$271
-0.4%
60.0%0.00%
Q2 2023$272
+17.7%
60.0%0.00%
Q1 2023$231
+0.4%
60.0%0.00%
Q4 2022$23060.0%0.00%
Q3 2022$06
+100.0%
0.00%
Q2 2022$0
-100.0%
3
-88.0%
0.00%
Q1 2022$1,00025
+733.3%
0.00%
Q4 2021$030.0%0.00%
Q3 2021$030.0%0.00%
Q2 2021$030.0%0.00%
Q1 2021$03
-50.0%
0.00%
Q4 2020$06
+100.0%
0.00%
Q3 2020$030.0%0.00%
Q2 2020$03
-72.7%
0.00%
Q1 2020$0
-100.0%
11
-64.5%
0.00%
Q1 2019$1,00031
+342.9%
0.00%
Q4 2018$070.00%
Other shareholders
MOELIS & CO shareholders Q1 2021
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