MC

Moelis & Co - Class A

Latest period2024 - Q4Total superinvestors34

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 34 superinvestors own shares of Moelis & Co - Class A (MC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Moelis & Co - Class A (MC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Moelis & Co - Class A (MC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Moelis & Co - Class A (MC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lianna Figueroa@First Hawaiian Bank
Recent Activity
0.04%
$932,809
12,626 shares@ 73.89 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -11.21%
0.03%
$643,421
8,709 shares@ 73.89 avg price
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
Decreased -1.57%
0.33%
$617,849
8,363 shares@ 73.88 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Decreased -28.17%
0.04%
$501,000
6,780 shares@ 73.9 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 100.37%
0.02%
$446,455
6,043 shares@ 73.88 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Increased 5.02%
0.17%
$329,819
4,464 shares@ 73.89 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -11.62%
0.01%
$263,973
3,573 shares@ 73.88 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Decreased -2.08%
0.02%
$256,216
3,468 shares@ 73.89 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
New Position
0.01%
$255,568
3,459 shares@ 73.89 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 18.1%
0.01%
$86,809
1,175 shares@ 73.88 avg price