Stock Transactions — WILLIS LEASE FIN CORP

Total Bought
401,132
60 transactions
Total Sold
168,331
36 transactions
Net
+232,801
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Ophir Asset Management Pty Ltd0168,667+168,6670.005.21+5.21buy
UBS Group AG2,68652,892+50,2060.000.00+0.00buy
VANGUARD GROUP INC123,022142,100+19,0780.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP493,972511,472+17,5000.020.03+0.01buy
STATE STREET CORP39,92657,253+17,3270.000.00+0.00buy
One Fin Capital Management LP016,455+16,4550.001.48+1.48buy
APIS CAPITAL ADVISORS, LLC09,300+9,3000.001.29+1.29buy
BlackRock, Inc.189,557198,349+8,7920.000.00+0.00buy
Knights of Columbus Asset Advisors LLC08,764+8,7640.000.12+0.12buy
GOLDMAN SACHS GROUP INC7,29115,259+7,9680.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC05,961+5,9610.000.00+0.00buy
Swiss National Bank05,800+5,8000.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL05,789+5,7890.000.01+0.01buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC04,321+4,3210.000.00+0.00buy
NAVELLIER & ASSOCIATES INC3,5296,890+3,3610.070.17+0.10buy
MERCER GLOBAL ADVISORS INC /ADV03,020+3,0200.000.00+0.00buy
XTX Topco Ltd02,895+2,8950.000.05+0.05buy
Connor, Clark & Lunn Investment Management Ltd.17,66320,295+2,6320.010.02+0.01buy
STATE OF WISCONSIN INVESTMENT BOARD02,617+2,6170.000.00+0.00buy
JPMORGAN CHASE & CO1,7304,289+2,5590.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2102,759+2,5490.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP02,520+2,5200.000.00+0.00buy
Legal & General Group Plc2532,617+2,3640.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC02,017+2,0170.000.00+0.00buy
Bank of New York Mellon Corp16,78218,770+1,9880.000.00+0.00buy
HRT FINANCIAL LP2,0713,914+1,8430.000.00+0.00buy
Palisades Investment Partners, LLC19,12020,928+1,8081.241.83+0.59buy
NORTHERN TRUST CORP28,43130,118+1,6870.000.00+0.00buy
Empowered Funds, LLC33,00834,628+1,6200.080.11+0.03buy
JANUS HENDERSON GROUP PLC01,500+1,5000.000.00+0.00buy
Bleakley Financial Group, LLC01,433+1,4330.000.01+0.01buy
ALLIANCEBERNSTEIN L.P.1,3902,820+1,4300.000.00+0.00buy
Invesco Ltd.01,311+1,3110.000.00+0.00buy
Precision Wealth Strategies, LLC01,236+1,2360.000.20+0.20buy
BARCLAYS PLC3,7384,913+1,1750.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC01,169+1,1690.000.00+0.00buy
Lakewood Asset Management LLC01,093+1,0930.000.16+0.16buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE01,042+1,0420.000.00+0.00buy
Neuberger Berman Group LLC01,032+1,0320.000.00+0.00buy
Resolute Capital Asset Partners LLC01,020+1,0200.000.11+0.11buy
EARNEST PARTNERS LLC01,000+1,0000.000.00+0.00buy
TRUIST FINANCIAL CORP01,000+1,0000.000.00+0.00buy
DEUTSCHE BANK AG\1,3792,324+9450.000.00+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,3485,282+9340.010.01+0.00buy
RITHOLTZ WEALTH MANAGEMENT2,0972,778+6810.010.02+0.01buy
Russell Investments Group, Ltd.78687+6090.000.00+0.00buy
RHUMBLINE ADVISERS6,7027,073+3710.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC22,99023,188+1980.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC67,02167,158+1370.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC550643+930.000.00+0.00buy
Sterling Capital Management LLC1092+820.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,5561,622+660.000.00+0.00buy
Ameritas Investment Partners, Inc.234298+640.000.00+0.00buy
CITIGROUP INC2,4352,483+480.000.00+0.00buy
Fortitude Family Office, LLC015+150.000.00+0.00buy
ROYAL BANK OF CANADA14,18314,197+140.000.00+0.00buy
CWM, LLC318329+110.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.4450+60.000.00+0.00buy
CoreCap Advisors, LLC06+60.000.00+0.00buy
GAMMA Investing LLC03+30.000.00+0.00buy
RBF Capital, LLC107,611107,61100.821.16+0.34hold
BROWN ADVISORY INC5,0005,00000.000.00+0.00hold
MetLife Investment Management, LLC1,6741,67400.000.00+0.00hold
Arax Advisory Partners38938900.010.01-0.00hold
FRANKLIN RESOURCES INC1,9011,90100.000.00+0.00hold
NEW YORK STATE COMMON RETIREMENT FUND9,2059,20500.000.00+0.00hold
JONES FINANCIAL COMPANIES LLLP353500.000.00+0.00hold
AMALGAMATED BANK969600.000.00+0.00hold
NISA INVESTMENT ADVISORS, LLC1,0051,00500.000.00-0.00hold
PNC FINANCIAL SERVICES GROUP, INC.532529-30.000.00+0.00sell
Pekin Hardy Strauss, Inc.29,79129,776-150.530.78+0.26sell
Covestor Ltd246-180.000.00-0.00sell
SG Americas Securities, LLC981958-230.000.00+0.00sell
EARNED WEALTH ADVISORS, LLC240-240.000.00-0.00sell
WELLS FARGO & COMPANY/MN3,8073,774-330.000.00+0.00sell
PRUDENTIAL FINANCIAL INC1,7051,665-400.000.00+0.00sell
US BANCORP \DE\400351-490.000.00+0.00sell
Corebridge Financial, Inc.1,5251,417-1080.000.00+0.00sell
BOSUN ASSET MANAGEMENT, LLC8,2358,104-1310.590.76+0.16sell
BNP PARIBAS FINANCIAL MARKETS684462-2220.000.00-0.00sell
FMR LLC2,5332,308-2250.000.00+0.00sell
BOOTHBAY FUND MANAGEMENT, LLC1,5991,300-2990.010.01+0.00sell
Tower Research Capital LLC (TRC)67636-6400.000.00-0.00sell
MORGAN STANLEY45,85545,213-6420.000.00+0.00sell
PRICE T ROWE ASSOCIATES INC /MD/3,5492,672-8770.000.00+0.00sell
MALTESE CAPITAL MANAGEMENT LLC11,68310,783-9000.280.34+0.06sell
FIRST TRUST ADVISORS LP9,9298,962-9670.000.00+0.00sell
TWO SIGMA INVESTMENTS, LP3,5782,200-1,3780.000.00-0.00sell
TWO SIGMA ADVISERS, LP1,4000-1,4000.000.00-0.00sell
EntryPoint Capital, LLC1,4470-1,4470.120.00-0.12sell
Mariner, LLC1,7690-1,7690.000.00-0.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC2,1200-2,1200.000.00-0.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC75,90873,565-2,3430.240.34+0.10sell
Hillsdale Investment Management Inc.2,4000-2,4000.030.00-0.03sell
Latash Investments, LLC16,00013,500-2,5002.192.19-0.01sell
OCCUDO QUANTITATIVE STRATEGIES LP2,6380-2,6380.070.00-0.07sell
JANE STREET GROUP, LLC3,5710-3,5710.000.00-0.00sell
MILLENNIUM MANAGEMENT LLC4,8820-4,8820.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC243,997237,897-6,1000.050.07+0.02sell
Informed Momentum Co LLC10,3323,944-6,3880.230.12-0.11sell
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