Stock Transactions — MOELIS & CO

Total Bought
3,789,604
136 transactions
Total Sold
3,561,121
133 transactions
Net
+228,483
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
AMERIPRISE FINANCIAL INC1,108,4311,539,404+430,9730.020.02+0.01buy
BALYASNY ASSET MANAGEMENT L.P.0264,616+264,6160.000.04+0.04buy
CITADEL ADVISORS LLC0262,224+262,2240.000.01+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
No Street GP LP0200,000+200,0000.001.00+1.00buy
WASATCH ADVISORS LP3,257,8463,417,643+159,7971.011.01+0.01buy
BARCLAYS PLC176,687315,626+138,9390.010.01+0.00buy
JPMORGAN CHASE & CO1,147,8821,274,633+126,7510.010.01-0.00buy
LONDON CO OF VIRGINIA3,468,1783,580,584+112,4061.101.07-0.03buy
NATIXIS ADVISORS, LLC146,449253,662+107,2130.020.03+0.01buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC089,173+89,1730.000.01+0.01buy
PineBridge Investments, L.P.074,764+74,7640.000.03+0.03buy
HSBC HOLDINGS PLC104,496175,283+70,7870.010.01+0.00buy
JUPITER ASSET MANAGEMENT LTD063,440+63,4400.000.03+0.03buy
STATE STREET CORP2,560,6942,623,802+63,1080.010.01-0.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,081,8907,142,856+60,9660.990.94-0.05buy
Blue Zone Wealth Advisors, LLC056,595+56,5950.001.10+1.10buy
LORD, ABBETT & CO. LLC1,062,8431,118,245+55,4020.210.20-0.00buy
SEI INVESTMENTS CO207,005258,695+51,6900.020.02+0.00buy
JANE STREET GROUP, LLC71,249121,916+50,6670.000.01+0.00buy
TIMUCUAN ASSET MANAGEMENT INC/FL2,977,2273,027,630+50,4035.845.80-0.04buy
ENVESTNET ASSET MANAGEMENT INC183,229231,085+47,8560.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,409,0161,453,230+44,2140.010.01-0.00buy
BANK OF AMERICA CORP /DE/510,305549,729+39,4240.000.00-0.00buy
ROYAL BANK OF CANADA485,392519,690+34,2980.010.01+0.00buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND033,100+33,1000.000.01+0.01buy
Pathstone Holdings, LLC14,19646,964+32,7680.000.01+0.01buy
MARSHALL WACE, LLP39,13570,989+31,8540.000.01+0.00buy
Connor, Clark & Lunn Investment Management Ltd.146,019176,314+30,2950.040.04+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC814,568843,378+28,8100.010.01-0.00buy
Quantbot Technologies LP027,614+27,6140.000.09+0.09buy
Assenagon Asset Management S.A.026,286+26,2860.000.00+0.00buy
Aquatic Capital Management LLC024,900+24,9000.000.05+0.05buy
Campbell & CO Investment Adviser LLC020,809+20,8090.000.10+0.10buy
Qube Research & Technologies Ltd19,44339,353+19,9100.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD018,700+18,7000.000.00+0.00buy
Jump Financial, LLC018,200+18,2000.000.03+0.03buy
HARBOR CAPITAL ADVISORS, INC.018,120+18,1200.000.13+0.13buy
UBS Group AG143,711160,361+16,6500.000.00-0.00buy
COOKSON PEIRCE & CO INC016,620+16,6200.000.05+0.05buy
FMR LLC123,932140,336+16,4040.000.00+0.00buy
TWO SIGMA ADVISERS, LP3,60018,900+15,3000.000.00+0.00buy
UniSuper Management Pty Ltd014,103+14,1030.000.01+0.01buy
TUDOR INVESTMENT CORP ET AL013,924+13,9240.000.01+0.01buy
SkyView Investment Advisors, LLC013,678+13,6780.000.14+0.14buy
Edgestream Partners, L.P.012,660+12,6600.000.04+0.04buy
OMERS ADMINISTRATION Corp011,800+11,8000.000.01+0.01buy
WESBANCO BANK INC09,809+9,8090.000.02+0.02buy
ExodusPoint Capital Management, LP08,610+8,6100.000.01+0.01buy
First Eagle Investment Management, LLC97,051105,651+8,6000.010.01+0.00buy
Cerity Partners LLC5,50913,555+8,0460.000.00+0.00buy
FOX RUN MANAGEMENT, L.L.C.08,013+8,0130.000.10+0.10buy
ARMISTICE CAPITAL, LLC07,553+7,5530.000.01+0.01buy
Cetera Investment Advisers07,292+7,2920.000.00+0.00buy
M&T BANK CORP26,81333,845+7,0320.010.01+0.00buy
Fisher Asset Management, LLC67,36574,378+7,0130.000.00-0.00buy
Brevan Howard Capital Management LP06,594+6,5940.000.03+0.03buy
INCEPTIONR LLC06,561+6,5610.000.10+0.10buy
NISA INVESTMENT ADVISORS, LLC1,5937,543+5,9500.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS40,79446,726+5,9320.000.00-0.00buy
First National Advisers, LLC05,900+5,9000.000.07+0.07buy
STIFEL FINANCIAL CORP231,230236,961+5,7310.020.02-0.00buy
Trust Point Inc.12,68118,047+5,3660.060.08+0.02buy
Verity & Verity, LLC05,000+5,0000.000.02+0.02buy
Private Advisor Group, LLC04,615+4,6150.000.00+0.00buy
Equitable Holdings, Inc.04,600+4,6000.000.00+0.00buy
B. Riley Wealth Advisors, Inc.04,513+4,5130.000.01+0.01buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE44,02748,508+4,4810.000.00+0.00buy
XTX Topco Ltd04,414+4,4140.000.03+0.03buy
TOWNSQUARE CAPITAL LLC18,02222,368+4,3460.020.02+0.00buy
WEDBUSH SECURITIES INC03,839+3,8390.000.01+0.01buy
Legal & General Group Plc191,399195,159+3,7600.000.00-0.00buy
SIMON QUICK ADVISORS, LLC03,530+3,5300.000.02+0.02buy
Janney Montgomery Scott LLC36,17839,461+3,2830.010.01+0.00buy
Illinois Municipal Retirement Fund36,11039,327+3,2170.030.03+0.00buy
DUALITY ADVISERS, LP4,5687,594+3,0260.030.04+0.02buy
Man Group plc32,52335,275+2,7520.010.01+0.00buy
Argent Trust Co3,8456,575+2,7300.010.02+0.01buy
CANADA LIFE ASSURANCE Co56,18358,850+2,6670.010.01-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/33,33835,766+2,4280.000.00-0.00buy
WELLS FARGO & COMPANY/MN1,077,5451,079,816+2,2710.020.02-0.00buy
AlphaQuest LLC02,125+2,1250.000.02+0.02buy
CWM, LLC2952,314+2,0190.000.00+0.00buy
Pictet Asset Management Holding SA7,6249,433+1,8090.000.00+0.00buy
EMERALD ADVISERS, LLC451,043452,825+1,7821.081.03-0.05buy
CITIGROUP INC41,01742,671+1,6540.000.00-0.00buy
nVerses Capital, LLC01,500+1,5000.000.20+0.20buy
DEUTSCHE BANK AG\176,348177,817+1,4690.010.00-0.00buy
Centiva Capital, LP3,7575,210+1,4530.010.02+0.00buy
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+9260.000.00-0.00buy
Avior Wealth Management, LLC0821+8210.000.00+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,27711,067+7900.010.01-0.00buy
Vanguard Personalized Indexing Management, LLC5,4186,197+7790.010.01-0.00buy
TEXAS PERMANENT SCHOOL FUND CORP57,58158,344+7630.030.03-0.00buy
NewEdge Wealth, LLC50,14950,872+7230.070.06-0.01buy
Empowered Funds, LLC25,52526,148+6230.040.03-0.01buy
SIMPLEX TRADING, LLC0609+6090.000.00+0.00buy
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