LIBERTY WEALTH MANAGEMENT LLC - MOELIS & CO ownership

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
LIBERTY WEALTH MANAGEMENT LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2021$28,000
+133.3%
422
+101.0%
0.01%
+100.0%
Q2 2021$12,000
-14.3%
210
-23.4%
0.01%
-28.6%
Q1 2021$14,0000.0%2740.0%0.01%0.0%
Q4 2020$14,000
+55.6%
274
+4.6%
0.01%
+40.0%
Q3 2020$9,000
+125.0%
262
+116.5%
0.01%
+66.7%
Q2 2020$4,000
+33.3%
121
+0.8%
0.00%0.0%
Q1 2020$3,000
-25.0%
120
+7.1%
0.00%0.0%
Q4 2019$4,0001120.00%
Other shareholders
MOELIS & CO shareholders Q3 2023
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