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
Wren Green@Eagle Bay Advisors Llc
Recent Activity
0.04%
$56,888
770 shares@ 73.89 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -27.61%
0.01%
$42,998
582 shares@ 73.88 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
0.01%
$35,610
482 shares@ 73.88 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.01%
$27,409
371 shares@ 73.88 avg price
Samantha Pierangeli@City State Bank
Recent Activity
0.01%
$25,858
350 shares@ 73.88 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.88%
0.01%
$17,087
231 shares@ 73.97 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$7,758
105 shares@ 73.89 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
0.01%
$3,768
51 shares@ 73.89 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
0.01%
$2,881
39 shares@ 73.88 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.01%
$2,143
29 shares@ 73.9 avg price