Glassman Wealth Services - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 245 filers reported holding MOELIS & CO in Q3 2022. The put-call ratio across all filers is 2.65 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 Q3 2022
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