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 | $710,482 | -2.1% | 15,743 | -1.6% | 0.07% | +3.1% |
| Q2 2023 | $725,712 | +20.8% | 16,006 | +2.4% | 0.06% | +12.1% |
| Q1 2023 | $600,740 | +1.2% | 15,628 | +1.0% | 0.06% | -1.7% |
| Q4 2022 | $593,699 | +17.3% | 15,473 | +3.4% | 0.06% | +3.5% |
| Q3 2022 | $506,000 | -11.8% | 14,970 | +2.6% | 0.06% | -6.6% |
| Q2 2022 | $574,000 | -12.1% | 14,590 | +4.8% | 0.06% | -3.2% |
| Q1 2022 | $653,000 | -23.4% | 13,916 | +2.0% | 0.06% | -17.1% |
| Q4 2021 | $853,000 | +4.0% | 13,639 | +2.9% | 0.08% | -9.5% |
| Q3 2021 | $820,000 | +14.7% | 13,259 | +5.4% | 0.08% | +20.0% |
| Q2 2021 | $715,000 | +9.8% | 12,576 | +6.1% | 0.07% | +1.4% |
| Q1 2021 | $651,000 | +24.2% | 11,854 | +5.7% | 0.07% | +16.9% |
| Q4 2020 | $524,000 | +44.8% | 11,211 | +8.7% | 0.06% | +28.3% |
| Q3 2020 | $362,000 | +14.9% | 10,313 | +2.1% | 0.05% | +7.0% |
| Q2 2020 | $315,000 | +12.5% | 10,105 | +1.6% | 0.04% | -10.4% |
| Q1 2020 | $280,000 | -15.4% | 9,948 | -4.0% | 0.05% | +6.7% |
| Q4 2019 | $331,000 | -2.6% | 10,358 | -0.0% | 0.04% | -8.2% |
| Q3 2019 | $340,000 | -6.8% | 10,363 | -0.6% | 0.05% | -7.5% |
| Q2 2019 | $365,000 | -9.2% | 10,430 | +8.0% | 0.05% | -14.5% |
| Q1 2019 | $402,000 | +24.8% | 9,656 | +3.2% | 0.06% | +10.7% |
| Q4 2018 | $322,000 | -28.9% | 9,359 | +13.1% | 0.06% | -13.8% |
| Q3 2018 | $453,000 | -0.4% | 8,273 | +6.5% | 0.06% | -7.1% |
| Q2 2018 | $455,000 | – | 7,766 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,195 | $13,897,000 | 12.21% |
| Heard Capital LLC | 348,184 | $16,281,000 | 5.41% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,987,689 | $92,944,000 | 4.75% |
| CAPITAL MANAGEMENT CORP /VA | 201,634 | $9,428,000 | 2.57% |
| Salvus Wealth Management, LLC | 44,165 | $2,266,000 | 2.45% |
| WINSLOW ASSET MANAGEMENT INC | 178,547 | $8,349,000 | 1.76% |
| Tributary Capital Management, LLC | 435,865 | $20,381,000 | 1.46% |
| CRAMER ROSENTHAL MCGLYNN LLC | 919,714 | $43,006,000 | 1.35% |
| Monarch Partners Asset Management LLC | 163,101 | $7,627,000 | 1.33% |
| EMERALD ADVISERS, LLC | 827,636 | $38,700,000 | 1.28% |