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 | $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 | $558,000 | – | 9,805 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,988 | $11,433,800 | 12.90% |
| Heard Capital LLC | 1,608,398 | $61,714,231 | 6.57% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2,462,185 | $94,474,030 | 4.10% |
| CAPITAL MANAGEMENT CORP /VA | 386,939 | $14,846,847 | 3.65% |
| PARK CIRCLE Co | 50,176 | $1,925,253 | 1.81% |
| Salvus Wealth Management, LLC | 48,272 | $1,852,197 | 1.70% |
| Tributary Capital Management, LLC | 428,827 | $16,454 | 1.64% |
| WINSLOW ASSET MANAGEMENT INC | 170,003 | $6,523 | 1.54% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 600,738 | $23,050,317 | 1.43% |
| EMERALD ADVISERS, LLC | 734,692 | $28,190,132 | 1.36% |