MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 267 filers reported holding MOELIS & CO in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,460 | +1.4% | 9,228 | +1.9% | 0.04% | 0.0% |
| Q2 2023 | $410,735 | +12.6% | 9,059 | -4.6% | 0.04% | +5.9% |
| Q1 2023 | $364,834 | +0.0% | 9,491 | -0.2% | 0.03% | -5.6% |
| Q4 2022 | $364,822 | +48.3% | 9,508 | +30.8% | 0.04% | +33.3% |
| Q3 2022 | $246,000 | -12.5% | 7,270 | +1.8% | 0.03% | -10.0% |
| Q2 2022 | $281,000 | -19.0% | 7,143 | -3.4% | 0.03% | 0.0% |
| Q1 2022 | $347,000 | -26.3% | 7,394 | -1.8% | 0.03% | 0.0% |
| Q4 2021 | $471,000 | +0.2% | 7,528 | -1.1% | 0.03% | -6.2% |
| Q3 2021 | $470,000 | +10.3% | 7,609 | +1.6% | 0.03% | +10.3% |
| Q2 2021 | $426,000 | -3.4% | 7,488 | -6.7% | 0.03% | -6.5% |
| Q1 2021 | $441,000 | +33.2% | 8,028 | +13.2% | 0.03% | +24.0% |
| Q4 2020 | $331,000 | +35.7% | 7,092 | +1.8% | 0.02% | +19.0% |
| Q3 2020 | $244,000 | +15.1% | 6,970 | +2.2% | 0.02% | +5.0% |
| Q2 2020 | $212,000 | – | 6,820 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southside Capital, LLC | 225,000 | $7,864,000 | 2.30% |
| Roubaix Capital, LLC | 56,958 | $1,991,000 | 1.66% |
| WINSLOW ASSET MANAGEMENT INC | 202,908 | $7,092,000 | 1.58% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8,424,366 | $294,432,000 | 1.56% |
| Philadelphia Financial Management of San Francisco, LLC | 215,864 | $7,544,000 | 1.32% |
| Pier Capital, LLC | 245,034 | $8,564,000 | 1.32% |
| ENDEAVOUR CAPITAL ADVISORS INC | 209,336 | $7,316,000 | 1.08% |
| Capital Impact Advisors, LLC | 58,956 | $2,035,000 | 0.75% |
| EMERALD ADVISERS, LLC | 518,127 | $18,109,000 | 0.73% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 514,561 | $17,984,000 | 0.71% |