MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 258 filers reported holding MOELIS & CO in Q2 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,310,088 | -1.6% | 51,187 | -1.1% | 0.17% | +88.8% |
| Q2 2023 | $2,346,681 | +17.5% | 51,757 | -0.4% | 0.09% | +3.5% |
| Q1 2023 | $1,996,858 | -4.5% | 51,947 | -4.6% | 0.09% | -15.7% |
| Q4 2022 | $2,090,375 | +14.7% | 54,479 | +1.1% | 0.10% | 0.0% |
| Q3 2022 | $1,822,000 | +51.6% | 53,877 | +76.4% | 0.10% | +47.8% |
| Q2 2022 | $1,202,000 | +2.1% | 30,539 | +21.9% | 0.07% | +3.0% |
| Q1 2022 | $1,177,000 | -24.2% | 25,060 | +0.9% | 0.07% | -23.9% |
| Q4 2021 | $1,553,000 | +4.9% | 24,845 | +3.8% | 0.09% | -12.0% |
| Q3 2021 | $1,481,000 | +10.2% | 23,938 | +1.3% | 0.10% | +4.2% |
| Q2 2021 | $1,344,000 | +19.1% | 23,625 | +15.0% | 0.10% | -4.0% |
| Q1 2021 | $1,128,000 | – | 20,551 | – | 0.10% | – |
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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% |