CHARLES SCHWAB INVESTMENT MANAGEMENT INC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 231 filers reported holding MOELIS & CO in Q4 2020. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$35,775,860
+5.2%
792,729
+5.7%
0.01%0.0%
Q2 2023$34,018,829
+25.5%
750,305
+6.4%
0.01%
+25.0%
Q1 2023$27,112,193
+3.1%
705,312
+2.9%
0.01%0.0%
Q4 2022$26,300,064
+19.9%
685,433
+5.7%
0.01%0.0%
Q3 2022$21,935,000
-9.1%
648,766
+5.8%
0.01%0.0%
Q2 2022$24,135,000
-14.6%
613,334
+1.9%
0.01%0.0%
Q1 2022$28,264,000
-21.7%
601,982
+4.3%
0.01%
-27.3%
Q4 2021$36,078,000
+10.8%
577,146
+9.7%
0.01%0.0%
Q3 2021$32,556,000
+9.1%
526,187
+0.3%
0.01%
+10.0%
Q2 2021$29,842,000
+13.2%
524,547
+9.2%
0.01%0.0%
Q1 2021$26,354,000
+21.8%
480,196
+3.8%
0.01%
+11.1%
Q4 2020$21,635,000
+35.6%
462,677
+1.9%
0.01%
+28.6%
Q3 2020$15,959,000
+13.5%
454,136
+0.6%
0.01%0.0%
Q2 2020$14,062,000
+19.2%
451,277
+7.5%
0.01%0.0%
Q1 2020$11,796,000
-4.6%
419,752
+8.4%
0.01%0.0%
Q4 2019$12,359,000
+5.8%
387,163
+8.9%
0.01%0.0%
Q3 2019$11,681,000
+3.3%
355,564
+9.9%
0.01%0.0%
Q2 2019$11,308,000
-1.4%
323,528
+17.4%
0.01%0.0%
Q1 2019$11,464,000
+35.5%
275,508
+12.0%
0.01%
+16.7%
Q4 2018$8,460,000
-37.6%
246,062
-0.5%
0.01%
-33.3%
Q3 2018$13,554,000
+15.7%
247,327
+23.8%
0.01%0.0%
Q2 2018$11,718,000
+35.0%
199,788
+17.1%
0.01%
+28.6%
Q1 2018$8,678,000
+12.2%
170,641
+7.0%
0.01%
+16.7%
Q4 2017$7,734,000
+16.1%
159,446
+3.1%
0.01%0.0%
Q3 2017$6,660,000
+54.3%
154,694
+39.2%
0.01%
+50.0%
Q2 2017$4,316,000
+20.4%
111,092
+19.4%
0.00%0.0%
Q1 2017$3,584,000
+44.8%
93,072
+27.5%
0.00%
+33.3%
Q4 2016$2,475,000
+45.0%
72,984
+15.0%
0.00%
+50.0%
Q3 2016$1,707,000
+25.8%
63,472
+5.2%
0.00%0.0%
Q2 2016$1,357,000
-18.5%
60,310
+2.2%
0.00%0.0%
Q1 2016$1,666,000
-0.8%
58,984
+2.5%
0.00%0.0%
Q4 2015$1,680,000
+24.6%
57,543
+12.2%
0.00%0.0%
Q3 2015$1,348,000
+34.8%
51,305
+47.3%
0.00%
+100.0%
Q2 2015$1,000,000
+36.8%
34,827
+43.6%
0.00%0.0%
Q1 2015$731,000
-7.6%
24,255
+7.2%
0.00%0.0%
Q4 2014$791,000
+40.2%
22,631
+37.2%
0.00%0.0%
Q3 2014$564,000
+3.9%
16,497
+2.2%
0.00%0.0%
Q2 2014$543,00016,1400.00%
Other shareholders
MOELIS & CO shareholders Q4 2020
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