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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,492,654 | +40.6% | 33,075 | +41.2% | 0.00% | +50.0% |
| Q2 2023 | $1,061,771 | +18.2% | 23,418 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $898,534 | -52.4% | 23,375 | -52.4% | 0.00% | -50.0% |
| Q4 2022 | $1,886,191 | +4.7% | 49,158 | -7.9% | 0.00% | 0.0% |
| Q3 2022 | $1,802,000 | +13761.5% | 53,376 | +15880.8% | 0.00% | – |
| Q2 2022 | $13,000 | -99.7% | 334 | -99.6% | 0.00% | -100.0% |
| Q1 2022 | $4,449,000 | +266.8% | 94,789 | +389.6% | 0.01% | +300.0% |
| Q4 2021 | $1,213,000 | +383.3% | 19,360 | +337.5% | 0.00% | – |
| Q2 2021 | $251,000 | -82.0% | 4,425 | -82.5% | 0.00% | -100.0% |
| Q1 2021 | $1,394,000 | +64.4% | 25,322 | +4.7% | 0.00% | 0.0% |
| Q3 2020 | $848,000 | +12.8% | 24,186 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $752,000 | +429.6% | 24,186 | +376.0% | 0.00% | – |
| Q1 2020 | $142,000 | -86.8% | 5,081 | -85.0% | 0.00% | -100.0% |
| Q4 2019 | $1,078,000 | -24.2% | 33,791 | -21.9% | 0.00% | -33.3% |
| Q3 2019 | $1,422,000 | +36.2% | 43,276 | +44.8% | 0.00% | +50.0% |
| Q2 2019 | $1,044,000 | -1.5% | 29,885 | +17.3% | 0.00% | 0.0% |
| Q1 2019 | $1,060,000 | +685.2% | 25,488 | +546.9% | 0.00% | – |
| Q4 2018 | $135,000 | -37.5% | 3,940 | 0.0% | 0.00% | – |
| Q3 2018 | $216,000 | -6.5% | 3,940 | 0.0% | 0.00% | – |
| Q2 2018 | $231,000 | -50.1% | 3,940 | -56.8% | 0.00% | -100.0% |
| Q1 2018 | $463,000 | -94.9% | 9,121 | -95.7% | 0.00% | -93.8% |
| Q3 2017 | $9,142,000 | -42.3% | 212,353 | -47.9% | 0.02% | -42.9% |
| Q2 2017 | $15,831,000 | -27.4% | 407,461 | -28.0% | 0.03% | -30.0% |
| Q1 2017 | $21,794,000 | +3063.1% | 566,075 | +2701.1% | 0.04% | +3900.0% |
| Q4 2016 | $689,000 | – | 20,209 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southside Capital, LLC | 225,000 | $7,864,000 | 2.30% |
| Roubaix Capital, LLC | 56,958 | $1,991,000 | 1.66% |
| WINSLOW ASSET MANAGEMENT INC | 202,908 | $7,092,000 | 1.58% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8,424,366 | $294,432,000 | 1.56% |
| Philadelphia Financial Management of San Francisco, LLC | 215,864 | $7,544,000 | 1.32% |
| Pier Capital, LLC | 245,034 | $8,564,000 | 1.32% |
| ENDEAVOUR CAPITAL ADVISORS INC | 209,336 | $7,316,000 | 1.08% |
| Capital Impact Advisors, LLC | 58,956 | $2,035,000 | 0.75% |
| EMERALD ADVISERS, LLC | 518,127 | $18,109,000 | 0.73% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 514,561 | $17,984,000 | 0.71% |