PEAK FINANCIAL ADVISORS LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 274 filers reported holding MOELIS & CO in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
PEAK FINANCIAL ADVISORS LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$345,245
+17.4%
7,650
+17.9%
0.37%
+61.5%
Q2 2023$294,166
+20.2%
6,488
+1.9%
0.23%
+11.6%
Q1 2023$244,709
-0.2%
6,366
-0.4%
0.21%
-7.2%
Q4 2022$245,261
+4.8%
6,392
-7.5%
0.22%
-22.6%
Q3 2022$234,000
-27.1%
6,911
-15.3%
0.29%
-9.4%
Q2 2022$321,000
-36.8%
8,157
-24.6%
0.32%
-26.9%
Q1 2022$508,000
-25.2%
10,816
-0.4%
0.44%
-16.8%
Q4 2021$679,000
+6.6%
10,859
+5.5%
0.52%
-6.6%
Q3 2021$637,000
+14.2%
10,296
+5.0%
0.56%
+16.7%
Q2 2021$558,0009,8050.48%
Other shareholders
MOELIS & CO shareholders Q2 2021
NameSharesValueWeighting ↓
Southside Capital, LLC 225,000$7,864,0002.30%
Roubaix Capital, LLC 56,958$1,991,0001.66%
WINSLOW ASSET MANAGEMENT INC 202,908$7,092,0001.58%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,424,366$294,432,0001.56%
Philadelphia Financial Management of San Francisco, LLC 215,864$7,544,0001.32%
Pier Capital, LLC 245,034$8,564,0001.32%
ENDEAVOUR CAPITAL ADVISORS INC 209,336$7,316,0001.08%
Capital Impact Advisors, LLC 58,956$2,035,0000.75%
EMERALD ADVISERS, LLC 518,127$18,109,0000.73%
EMERALD MUTUAL FUND ADVISERS TRUST 514,561$17,984,0000.71%
View complete list of MOELIS & CO shareholders