NewEdge Wealth, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 245 filers reported holding MOELIS & CO in Q3 2022. The put-call ratio across all filers is 2.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$2,314,781
-1.4%
51,291
-0.9%
0.07%
-6.4%
Q2 2023$2,346,681
+17.5%
51,757
-0.4%
0.08%
+2.6%
Q1 2023$1,996,858
-5.1%
51,947
-5.3%
0.08%
-16.5%
Q4 2022$2,104,687
+15.5%
54,852
+1.8%
0.09%
+5.8%
Q3 2022$1,822,000
+14.4%
53,877
+33.2%
0.09%
+19.4%
Q2 2022$1,592,000
+35.3%
40,447
+61.4%
0.07%
+38.5%
Q1 2022$1,177,000
-24.2%
25,060
+0.9%
0.05%
-20.0%
Q4 2021$1,553,000
+4.9%
24,845
+3.8%
0.06%
-26.1%
Q3 2021$1,481,000
+10.2%
23,938
+1.3%
0.09%
-14.6%
Q2 2021$1,344,000
+19.1%
23,625
+15.0%
0.10%
-8.0%
Q1 2021$1,128,000
+74.3%
20,551
+48.5%
0.11%
-43.7%
Q4 2020$647,00013,8370.20%
Other shareholders
MOELIS & CO shareholders Q3 2022
NameSharesValueWeighting ↓
Heard Capital LLC 1,863,970$84,120,9666.20%
TIMUCUAN ASSET MANAGEMENT INC/FL 3,050,694$137,677,8035.52%
ADIRONDACK RETIREMENT SPECIALISTS, INC. 81,120$3,660,9462.85%
CAPITAL MANAGEMENT CORP /VA 230,932$10,421,9582.36%
Salvus Wealth Management, LLC 64,388$2,905,8302.30%
PARK CIRCLE Co 50,176$2,264,4432.12%
Tributary Capital Management, LLC 449,138$20,269,6151.92%
WINSLOW ASSET MANAGEMENT INC 172,370$7,7791.80%
CRAMER ROSENTHAL MCGLYNN LLC 434,485$19,608,3081.10%
EMERALD MUTUAL FUND ADVISERS TRUST 380,711$17,181,4871.04%
View complete list of MOELIS & CO shareholders