BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$362,193
+5.1%
7,451
-1.0%
0.00%
Q2 2023$344,648
+83.3%
7,530
+119.8%
0.00%
Q1 2021$188,000
-60.1%
3,426
-61.9%
0.00%
Q4 2020$471,000
+227.1%
9,003
+129.4%
0.00%
Q3 2020$144,000
-8.9%
3,925
-28.2%
0.00%
Q2 2020$158,000
+731.6%
5,470
+710.4%
0.00%
Q1 2020$19,000
-90.1%
675
-88.7%
0.00%
Q4 2019$191,000
+39.4%
5,997
+44.0%
0.00%
Q3 2019$137,000
-0.7%
4,166
+5.2%
0.00%
Q2 2019$138,000
+527.3%
3,959
+532.4%
0.00%
Q4 2018$22,000
+4.8%
626
+66.5%
0.00%
Q3 2018$21,000
+10.5%
376
+14.6%
0.00%
Q2 2018$19,000
+533.3%
328
+556.0%
0.00%
Q1 2018$3,000
+50.0%
500.0%0.00%
Q3 2017$2,0000.0%500.0%0.00%
Q2 2017$2,000500.00%
Other shareholders
MOELIS & CO shareholders Q3 2023
NameSharesValueWeighting ↓
ADIRONDACK RETIREMENT SPECIALISTS, INC. 297,195$13,897,00012.21%
Heard Capital LLC 348,184$16,281,0005.41%
TIMUCUAN ASSET MANAGEMENT INC/FL 1,987,689$92,944,0004.75%
CAPITAL MANAGEMENT CORP /VA 201,634$9,428,0002.57%
Salvus Wealth Management, LLC 44,165$2,266,0002.45%
WINSLOW ASSET MANAGEMENT INC 178,547$8,349,0001.76%
Tributary Capital Management, LLC 435,865$20,381,0001.46%
CRAMER ROSENTHAL MCGLYNN LLC 919,714$43,006,0001.35%
Monarch Partners Asset Management LLC 163,101$7,627,0001.33%
EMERALD ADVISERS, LLC 827,636$38,700,0001.28%
View complete list of MOELIS & CO shareholders