Steward Partners Investment Advisory, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 231 filers reported holding MOELIS & CO in Q4 2020. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$433,583
+4.5%
9,607
+5.0%
0.01%
+16.7%
Q2 2023$414,835
+7.5%
9,149
-8.9%
0.01%0.0%
Q1 2023$385,991
+16.5%
10,041
+16.3%
0.01%0.0%
Q4 2022$331,249
+41.0%
8,633
+24.3%
0.01%
+50.0%
Q3 2022$235,000
-1.3%
6,943
+14.6%
0.00%0.0%
Q2 2022$238,000
-18.2%
6,057
-2.4%
0.00%
-20.0%
Q1 2022$291,000
+30.5%
6,203
+74.1%
0.01%
+66.7%
Q4 2021$223,000
+6.7%
3,563
+5.3%
0.00%
-25.0%
Q3 2021$209,000
+8.9%
3,3830.0%0.00%
+33.3%
Q2 2021$192,000
-100.0%
3,383
-59.6%
0.00%
-25.0%
Q1 2021$459,784,000
+156289.1%
8,378
+33.2%
0.00%
-33.3%
Q4 2020$294,000
+30.7%
6,289
-1.6%
0.01%0.0%
Q3 2020$225,000
+24.3%
6,389
+9.9%
0.01%
+20.0%
Q2 2020$181,000
+3.4%
5,815
-6.8%
0.01%
-16.7%
Q1 2020$175,000
-43.5%
6,241
-35.9%
0.01%
-33.3%
Q4 2019$310,000
-1.6%
9,734
+1.3%
0.01%
-18.2%
Q3 2019$315,0000.0%9,610
+6.3%
0.01%
-8.3%
Q2 2019$315,000
+4.3%
9,038
+24.4%
0.01%
-7.7%
Q1 2019$302,000
-1.0%
7,268
-18.1%
0.01%
-13.3%
Q4 2018$305,000
-38.5%
8,873
-1.9%
0.02%
-37.5%
Q3 2018$496,000
-5.2%
9,048
+1.4%
0.02%
-22.6%
Q2 2018$523,000
+5.9%
8,924
-8.2%
0.03%
-8.8%
Q1 2018$494,000
+18.8%
9,726
+13.2%
0.03%
+6.2%
Q4 2017$416,000
+6.1%
8,589
-5.9%
0.03%
-20.0%
Q3 2017$392,000
+13.0%
9,126
+2.2%
0.04%
+2.6%
Q2 2017$347,0008,9330.04%
Other shareholders
MOELIS & CO shareholders Q4 2020
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