Stock TransactionsMOELIS & CO

Total Bought
1,511,160
31 transactions
Total Sold
720,149
37 transactions
Net
+791,011
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
PRINCIPAL FINANCIAL GROUP INC796,756346,907+449,8490.030.010.00sell
AMERIPRISE FINANCIAL INC1,108,4311,539,404+430,9730.020.03+0.01buy
Heard Capital LLC1,858,1192,117,000+258,8816.997.55+0.56buy
Madison Asset Management, LLC1,399,6491,603,609+203,9601.061.12+0.06buy
WASATCH ADVISORS LP3,257,8463,417,643+159,7971.011.01+0.01buy
LONDON CO OF VIRGINIA3,468,1783,580,584+112,4061.101.07-0.03buy
NATIXIS ADVISORS, LLC146,449253,662+107,2130.020.030.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,081,8907,142,856+60,9660.990.94-0.05buy
LORD, ABBETT & CO. LLC1,062,8431,118,245+55,4020.210.20-0.00buy
TIMUCUAN ASSET MANAGEMENT INC/FL2,977,2273,027,630+50,4035.845.80-0.04buy
Connor, Clark & Lunn Investment Management Ltd.146,019176,314+30,2950.040.04+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.46,36334,310+12,0530.040.030.00sell
First Eagle Investment Management, LLC97,051105,651+8,6000.010.01+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO71,48963,917+7,5720.020.010.00sell
Fisher Asset Management, LLC67,36574,378+7,0130.000.00-0.00buy
Trust Point Inc.12,68118,047+5,3660.060.08+0.02buy
TOWNSQUARE CAPITAL LLC18,02222,368+4,3460.020.020.00buy
YOUSIF CAPITAL MANAGEMENT, LLC33,95030,600+3,3500.020.020.00sell
DUALITY ADVISERS, LP4,5687,594+3,0260.030.04+0.02buy
Argent Trust Co3,8456,575+2,7300.010.02+0.01buy
Orion Porfolio Solutions, LLC45,82943,860+1,9690.030.030.00sell
EMERALD ADVISERS, LLC451,043452,825+1,7821.081.03-0.05buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND19,50017,867+1,6330.020.020.00sell
RHUMBLINE ADVISERS198,989197,822+1,1670.010.010.00sell
B. Metzler seel. Sohn & Co. AG62,35763,422+1,0650.040.04-0.00buy
Moran Wealth Management, LLC58,42359,482+1,0590.120.11-0.01buy
ProShare Advisors LLC12,54313,469+9260.000.000.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,27711,067+7900.010.01-0.00buy
TEXAS PERMANENT SCHOOL FUND CORP57,58158,344+7630.030.030.00buy
NewEdge Wealth, LLC50,14950,872+7230.070.06-0.01buy
Empowered Funds, LLC25,52526,148+6230.040.03-0.01buy
O'ROURKE & COMPANY, Inc5,6446,181+5370.200.20-0.00buy
Colonial Trust Co / SC224700+4760.000.01+0.00buy
Entropy Technologies, LP5,0955,492+3970.050.03-0.02buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC15,82716,219+3920.080.07-0.00buy
State of Alaska, Department of Revenue40,99240,612+3800.030.030.00sell
Apollon Wealth Management, LLC9,9369,637+2990.020.020.00sell
PEAK FINANCIAL ADVISORS LLC8,4708,715+2450.320.30-0.02buy
CIBC Asset Management Inc4,2284,194+340.000.000.00sell
Capital Investment Advisory Services, LLC6,7286,732+40.030.04+0.01buy
NBT BANK N A /NY5657+10.000.00-0.00buy
AMG National Trust Bank26,37226,362-100.050.04-0.00sell
PDT Partners, LLC28,38628,331-550.180.15-0.02sell
Cornerstone Investment Partners, LLC46,24546,171-740.150.13-0.02sell
JENNISON ASSOCIATES LLC93,23893,081-1570.000.00-0.00sell
Chevy Chase Trust Holdings, LLC34,57534,388-1870.010.01-0.00sell
City State Bank550350-2000.020.01-0.01sell
Ameritas Investment Partners, Inc.6,9206,667-2530.020.01-0.00sell
Vestmark Advisory Solutions, Inc.54,19653,878-3180.150.13-0.02sell
Salvus Wealth Management, LLC62,15361,653-5002.482.39-0.09sell
Verdence Capital Advisors LLC33,05432,518-5360.180.17-0.01sell
NAPLES GLOBAL ADVISORS, LLC11,1719,846-1,3250.070.06-0.01sell
Hennion & Walsh Asset Management, Inc.33,74931,698-2,0510.110.10-0.01sell
Artisan Partners Limited Partnership1,079,0471,076,715-2,3320.090.09-0.00sell
Ausbil Investment Management Ltd14,25211,526-2,7260.430.32-0.11sell
REGIONS FINANCIAL CORP104,518101,772-2,7460.050.04-0.00sell
ROYCE & ASSOCIATES LP178,869174,613-4,2560.090.09-0.00sell
Nebula Research & Development LLC11,0456,141-4,9040.190.08-0.11sell
JUNCTURE WEALTH STRATEGIES, LLC11,5996,300-5,2990.300.15-0.14sell
Tributary Capital Management, LLC441,588435,383-6,2052.092.02-0.06sell
NATIXIS15,6006,300-9,3000.010.00-0.00sell
Teza Capital Management LLC18,0237,778-10,2450.170.06-0.11sell
WESTWOOD HOLDINGS GROUP INC1,122,3861,109,652-12,7340.530.49-0.04sell
Strata Wealth Advisors, LLC52,05030,143-21,9071.150.60-0.55sell
CAPITAL MANAGEMENT CORP /VA218,527190,330-28,1972.412.06-0.35sell
Grandeur Peak Global Advisors, LLC123,81591,914-31,9010.490.41-0.07sell
JACOBS LEVY EQUITY MANAGEMENT, INC39,8547,558-32,2960.010.00-0.01sell
CRAMER ROSENTHAL MCGLYNN LLC522,402461,273-61,1291.591.42-0.17sell
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