MERCER GLOBAL ADVISORS INC /ADV - MOELIS & CO ownership

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
MERCER GLOBAL ADVISORS INC /ADV ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$385
-9.4%
8,525
-9.2%
0.00%
-50.0%
Q2 2023$425
+11.5%
9,384
-5.4%
0.00%0.0%
Q1 2023$381
-24.0%
9,920
-24.0%
0.00%
-33.3%
Q4 2022$501
-99.9%
13,054
+3.6%
0.00%0.0%
Q3 2022$426,000
+6.8%
12,598
+24.2%
0.00%
+50.0%
Q2 2022$399,000
+64.9%
10,143
+96.6%
0.00%
+100.0%
Q1 2022$242,000
-16.6%
5,158
+11.2%
0.00%
-50.0%
Q4 2021$290,000
-63.8%
4,639
-67.1%
0.00%
-66.7%
Q2 2021$801,000
+17.1%
14,085
+13.0%
0.01%0.0%
Q1 2021$684,000
+228.8%
12,460
+109.4%
0.01%0.0%
Q2 2019$208,000
-5.9%
5,950
+11.8%
0.01%
+20.0%
Q1 2019$221,0005,3210.01%
Other shareholders
MOELIS & CO shareholders Q3 2023
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