HERITAGE WEALTH MANAGEMENT, 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
HERITAGE WEALTH MANAGEMENT, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q4 2022$582,381
+169.6%
15,178
+137.4%
0.08%
+20.3%
Q3 2022$216,000
-99.9%
6,393
+9.9%
0.07%
-9.2%
Q2 2022$228,852,000
+107342.3%
5,816
+28.3%
0.08%
+31.0%
Q1 2022$213,000
+54.3%
4,534
+104.1%
0.06%
+18.4%
Q3 2021$138,000
+36.6%
2,222
+25.2%
0.05%
+28.9%
Q2 2021$101,000
+68.3%
1,775
+61.7%
0.04%
+11.8%
Q1 2021$60,0001,0980.03%
Other shareholders
MOELIS & CO shareholders Q1 2021
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 297,195$13,897,00012.21%
Heard Capital LLC 348,184$16,281,0005.41%
TIMUCUAN ASSET MANAGEMENT INC/FL 1,987,689$92,944,0004.75%
CAPITAL MANAGEMENT CORP /VA 201,634$9,428,0002.57%
Salvus Wealth Management, LLC 44,165$2,266,0002.45%
WINSLOW ASSET MANAGEMENT INC 178,547$8,349,0001.76%
Tributary Capital Management, LLC 435,865$20,381,0001.46%
CRAMER ROSENTHAL MCGLYNN LLC 919,714$43,006,0001.35%
Monarch Partners Asset Management LLC 163,101$7,627,0001.33%
EMERALD ADVISERS, LLC 827,636$38,700,0001.28%
View complete list of MOELIS & CO shareholders