MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 242 filers reported holding MOELIS & CO in Q1 2023. The put-call ratio across all filers is 0.76 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,905,830 | -0.5% | 64,388 | -0.0% | 2.30% | +2.4% |
| Q2 2023 | $2,920,803 | +55.0% | 64,420 | +31.4% | 2.25% | +47.3% |
| Q1 2023 | $1,884,406 | +1.7% | 49,022 | +1.6% | 1.52% | -10.3% |
| Q4 2022 | $1,852,197 | +13.4% | 48,272 | -0.1% | 1.70% | +9.3% |
| Q3 2022 | $1,633,000 | -14.1% | 48,307 | -0.1% | 1.56% | -8.7% |
| Q2 2022 | $1,902,000 | -14.6% | 48,335 | +1.9% | 1.70% | +0.1% |
| Q1 2022 | $2,227,000 | -22.3% | 47,432 | +3.4% | 1.70% | -18.8% |
| Q4 2021 | $2,867,000 | +0.8% | 45,861 | -0.2% | 2.10% | -9.7% |
| Q3 2021 | $2,843,000 | +11.4% | 45,956 | +2.6% | 2.32% | +7.8% |
| Q2 2021 | $2,553,000 | +3.4% | 44,786 | -0.3% | 2.15% | -6.7% |
| Q1 2021 | $2,470,000 | +9.0% | 44,935 | +1.7% | 2.31% | -5.9% |
| Q4 2020 | $2,266,000 | – | 44,165 | – | 2.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,195 | $13,897,000 | 12.21% |
| Heard Capital LLC | 348,184 | $16,281,000 | 5.41% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,987,689 | $92,944,000 | 4.75% |
| CAPITAL MANAGEMENT CORP /VA | 201,634 | $9,428,000 | 2.57% |
| Salvus Wealth Management, LLC | 44,165 | $2,266,000 | 2.45% |
| WINSLOW ASSET MANAGEMENT INC | 178,547 | $8,349,000 | 1.76% |
| Tributary Capital Management, LLC | 435,865 | $20,381,000 | 1.46% |
| CRAMER ROSENTHAL MCGLYNN LLC | 919,714 | $43,006,000 | 1.35% |
| Monarch Partners Asset Management LLC | 163,101 | $7,627,000 | 1.33% |
| EMERALD ADVISERS, LLC | 827,636 | $38,700,000 | 1.28% |