Stock TransactionsMOELIS & CO CL A

Total Bought
327,106
18 transactions
Total Sold
1,085,891
14 transactions
Net
-758,785
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Curated Wealth Partners LLC12,224102,627+90,4030.090.04-0.05buy
CRAMER ROSENTHAL MCGLYNN LLC128,595201,323+72,7280.540.67+0.13buy
MEEDER ASSET MANAGEMENT INC5,54748,749+43,2020.020.16+0.14buy
First Eagle Investment Management, LLC75,101110,000+34,8990.010.01+0.00buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/380,720412,153+31,4330.120.14+0.02buy
Channing Capital Management, LLC1,308,0951,338,234+30,1391.912.02+0.11buy
CAPITAL MANAGEMENT CORP /VA355,238367,076+11,8383.463.60+0.14buy
Palisades Investment Partners, LLC77,62784,500+6,8731.731.57-0.16buy
Hilton Capital Management, LLC55,61558,226+2,6110.240.26+0.02buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC16,86117,673+8120.080.09+0.01buy
FULTON BANK, N.A.6,1636,931+7680.010.01+0.00buy
Hennion & Walsh Asset Management, Inc.20,05120,525+4740.040.04-0.00buy
Argent Trust Co8,6478,961+3140.020.02+0.00buy
Central Pacific Bank - Trust Division2,4902,690+2000.020.02-0.00buy
Knights of Columbus Asset Advisors LLC29,50529,687+1820.100.10+0.00buy
Drucker Wealth 3.0, LLC15,00315,168+1650.150.16+0.01buy
Cornerstone Investment Partners, LLC13,67113,734+630.030.03-0.00buy
PEAK FINANCIAL ADVISORS LLC8,4218,423+20.210.23+0.02buy
ALPINE WOODS CAPITAL INVESTORS, LLC4,0593,659-4000.060.05-0.00sell
AVIVA PLC7,6956,593-1,1020.000.00-0.00sell
Salvus Wealth Management, LLC30,94829,689-1,2591.031.09+0.06sell
Impact Capital Partners LLC11,7549,877-1,8770.200.18-0.03sell
First National Advisers, LLC10,1417,178-2,9630.080.07-0.02sell
Trust Point Inc.8,4875,513-2,9740.040.03-0.01sell
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC28,57019,006-9,5640.060.02-0.04sell
TIMUCUAN ASSET MANAGEMENT INC/FL1,514,7011,503,334-11,3673.183.62+0.44sell
Tributary Capital Management, LLC476,195459,690-16,5052.632.47-0.16sell
BASSWOOD CAPITAL MANAGEMENT, L.L.C.60,96838,242-22,7260.160.10-0.06sell
Pier Capital, LLC138,822104,681-34,1411.310.91-0.40sell
BAMCO INC /NY/163,19743,050-120,1470.030.00-0.02sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5,777,7735,412,938-364,8350.971.10+0.13sell
WASATCH ADVISORS LP3,742,6243,246,593-496,0311.421.39-0.03sell
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