PEAK FINANCIAL ADVISORS LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 291 filers reported holding MOELIS & CO in Q3 2021. The put-call ratio across all filers is 0.69 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 Q3 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