Curated Wealth Partners LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 261 filers reported holding MOELIS & CO in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Curated Wealth Partners LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$443,176
-0.5%
9,8200.0%0.08%
-5.8%
Q2 2023$445,240
+18.0%
9,8200.0%0.09%
+1.2%
Q1 2023$377,480
+0.2%
9,8200.0%0.08%
-6.6%
Q4 2022$376,794
+12.1%
9,820
-1.1%
0.09%
-8.1%
Q3 2022$336,000
+25.4%
9,931
+46.1%
0.10%
+25.3%
Q2 2022$268,000
-40.4%
6,798
-5.6%
0.08%
-48.0%
Q1 2022$450,0000.0%7,1990.0%0.15%
+4.8%
Q4 2021$450,000
+1.1%
7,1990.0%0.14%
-41.5%
Q3 2021$445,000
+8.5%
7,1990.0%0.25%
+11.2%
Q2 2021$410,000
+3.8%
7,1990.0%0.22%
-8.2%
Q1 2021$395,000
+28.2%
7,199
+9.1%
0.24%
+21.5%
Q4 2020$308,0006,5960.20%
Other shareholders
MOELIS & CO shareholders Q1 2021
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 167,042$16,238,00016.64%
TIMUCUAN ASSET MANAGEMENT INC/FL 2,019,588$110,835,0004.90%
Heard Capital LLC 306,860$16,840,0004.72%
CAPITAL MANAGEMENT CORP /VA 210,795$11,568,0002.59%
Salvus Wealth Management, LLC 44,935$2,470,0002.31%
WINSLOW ASSET MANAGEMENT INC 175,432$9,628,0001.95%
Ascendant Capital Management, LLC 34,000$1,866,0001.64%
EMERALD ADVISERS, LLC 778,497$42,724,0001.54%
Tributary Capital Management, LLC 344,630$18,913,0001.48%
EMERALD MUTUAL FUND ADVISERS TRUST 755,652$41,470,0001.38%
View complete list of MOELIS & CO shareholders