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 | $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 ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,988 | $11,433,800 | 12.90% |
| Heard Capital LLC | 1,608,398 | $61,714,231 | 6.57% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2,462,185 | $94,474,030 | 4.10% |
| CAPITAL MANAGEMENT CORP /VA | 386,939 | $14,846,847 | 3.65% |
| PARK CIRCLE Co | 50,176 | $1,925,253 | 1.81% |
| Salvus Wealth Management, LLC | 48,272 | $1,852,197 | 1.70% |
| Tributary Capital Management, LLC | 428,827 | $16,454 | 1.64% |
| WINSLOW ASSET MANAGEMENT INC | 170,003 | $6,523 | 1.54% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 600,738 | $23,050,317 | 1.43% |
| EMERALD ADVISERS, LLC | 734,692 | $28,190,132 | 1.36% |