Stock TransactionsMOELIS & CO

Total Bought
2,027,025
58 transactions
Total Sold
2,051,014
42 transactions
Net
-23,989
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
JENNISON ASSOCIATES LLC87,109485,238+398,1290.000.02+0.02buy
RENAISSANCE TECHNOLOGIES LLC146,444493,364+346,9200.020.05+0.03buy
Fisher Asset Management, LLC220,770353,469+132,6990.010.01+0.00buy
WASATCH ADVISORS LP2,632,5362,733,324+100,7880.960.89-0.07buy
Madison Asset Management, LLC1,164,8871,264,200+99,3130.970.82-0.15buy
AMERIPRISE FINANCIAL INC2,165,2312,260,345+95,1140.040.04-0.01buy
Edgestream Partners, L.P.37,683126,226+88,5430.120.25+0.13buy
TEACHER RETIREMENT SYSTEM OF TEXAS24,842110,909+86,0670.010.03+0.02buy
Heard Capital LLC841,970925,240+83,2703.703.21-0.49buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND168,000247,000+79,0000.030.03+0.01buy
LOS ANGELES CAPITAL MANAGEMENT LLC13,16771,993+58,8260.000.020.00buy
Pier Capital, LLC107,741157,679+49,9381.141.54+0.41buy
CANADA PENSION PLAN INVESTMENT BOARD19,50068,400+48,9000.000.000.00buy
GEODE CAPITAL MANAGEMENT, LLC1,585,8021,628,724+42,9220.010.010.00buy
Vestmark Advisory Solutions, Inc.55,40996,316+40,9070.140.14+0.00buy
Bayforest Capital Ltd85429,851+28,9970.080.76+0.68buy
CAPITAL MANAGEMENT CORP /VA181,088209,653+28,5652.402.12-0.28buy
ALGERT GLOBAL LLC91,61063,940+27,6700.160.090.00sell
Nebula Research & Development LLC11,79938,701+26,9020.100.21+0.11buy
PRUDENTIAL FINANCIAL INC71,68796,947+25,2600.010.010.00buy
NATIXIS ADVISORS, LLC594,467615,169+20,7020.080.070.00buy
DIVERSIFY WEALTH MANAGEMENT, LLC58,97676,298+17,3220.330.30-0.03buy
INTECH INVESTMENT MANAGEMENT LLC25,41841,063+15,6450.020.03+0.01buy
Entropy Technologies, LP5,57520,505+14,9300.040.12+0.07buy
Empowered Funds, LLC31,13642,828+11,6920.030.04+0.00buy
Fieldview Capital Management, LLC9,84019,999+10,1590.110.16+0.05buy
CIBC WORLD MARKETS CORP6,61315,682+9,0690.000.01+0.00buy
Blue Zone Wealth Advisors, LLC58,78666,893+8,1071.251.08-0.17buy
PRINCIPAL FINANCIAL GROUP INC344,467352,466+7,9990.010.010.00buy
Orion Porfolio Solutions, LLC35,57041,133+5,5630.030.020.00buy
Verdence Capital Advisors LLC33,56238,675+5,1130.200.17-0.03buy
CANADA LIFE ASSURANCE Co81,53476,651+4,8830.010.01-0.00sell
Diversify Advisory Services, LLC15,27820,002+4,7240.060.07+0.01buy
ProShare Advisors LLC21,29816,642+4,6560.000.000.00sell
STRS OHIO15,80020,400+4,6000.000.01+0.00buy
Hilton Capital Management, LLC33,35737,619+4,2620.210.19-0.03buy
&PARTNERS41,83645,835+3,9990.040.03-0.01buy
Argent Trust Co9,58912,997+3,4080.030.03+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM65,82768,946+3,1190.010.01-0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.39,23036,504+2,7260.040.030.00sell
Artisan Partners Limited Partnership429,338432,060+2,7220.050.04-0.01buy
RHUMBLINE ADVISERS195,814193,270+2,5440.010.010.00sell
B. Metzler seel. Sohn & Co. AG41,52843,547+2,0190.030.03-0.01buy
Trajan Wealth LLC3,1325,027+1,8950.010.02+0.00buy
SIMON QUICK ADVISORS, LLC3,4684,718+1,2500.020.02+0.00buy
Impact Capital Partners LLC11,09712,257+1,1600.290.26-0.03buy
TOWNSQUARE CAPITAL LLC19,52120,602+1,0810.020.010.00buy
SkyView Investment Advisors, LLC14,44815,472+1,0240.170.14-0.03buy
State of Alaska, Department of Revenue40,11639,112+1,0040.030.030.00sell
PRINCETON CAPITAL MANAGEMENT LLC3,0004,000+1,0000.070.08+0.01buy
Corebridge Financial, Inc.37,62636,903+7230.020.010.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,70218,412+7100.010.01-0.00buy
Atria Investments, Inc25,02424,399+6250.020.02-0.00sell
YOUSIF CAPITAL MANAGEMENT, LLC27,28926,735+5540.020.020.00sell
Heritage Family Offices, LLP4,4644,940+4760.160.15-0.02buy
Teza Capital Management LLC5,6646,134+4700.060.16+0.10buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND16,61516,155+4600.020.020.00sell
FULTON BANK, N.A.6,0436,393+3500.020.02-0.00buy
Curated Wealth Partners LLC8,6028,906+3040.070.07-0.01buy
O'ROURKE & COMPANY, Inc6,8127,106+2940.250.21-0.04buy
PEAK FINANCIAL ADVISORS LLC8,3638,567+2040.320.25-0.07buy
Palisades Investment Partners, LLC76,52676,730+2042.392.25-0.14buy
Apollon Wealth Management, LLC8,4248,292+1320.010.010.00sell
TRUST CO OF VERMONT371250+1210.000.000.00sell
Cornerstone Investment Partners, LLC10,15410,272+1180.040.03-0.01buy
PITCAIRN CO9,6879,798+1110.040.03-0.01buy
Venturi Wealth Management, LLC3,5313,626+950.010.01-0.00buy
CIBC Asset Management Inc4,4054,315+900.000.000.00sell
Petros Family Wealth, LLC3,8303,870+400.310.25-0.06buy
Bell Investment Advisors, Inc5974+150.000.000.00buy
WealthTrak Capital Management LLC515+100.000.00+0.00buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC15,99815,943-550.100.08-0.02sell
Ameritas Investment Partners, Inc.7,3947,209-1850.020.02-0.00sell
EFG Asset Management (North America) Corp.72,59972,187-4120.730.70-0.03sell
NAPLES GLOBAL ADVISORS, LLC10,1719,671-5000.070.05-0.02sell
Strata Wealth Advisors, LLC28,62628,118-5080.660.51-0.15sell
Kestra Investment Management, LLC1,9711,463-5080.010.00-0.00sell
EMERALD ADVISERS, LLC426,994426,466-5281.221.12-0.10sell
REGIONS FINANCIAL CORP97,52896,763-7650.050.04-0.01sell
Capital Investment Advisory Services, LLC6,3155,206-1,1090.040.03-0.02sell
Harvest Fund Management Co., Ltd1,895698-1,1970.000.00-0.00sell
Richard Bernstein Advisors LLC56,77454,971-1,8030.100.08-0.02sell
NewEdge Wealth, LLC49,74147,840-1,9010.060.05-0.01sell
Hennion & Walsh Asset Management, Inc.27,88124,848-3,0330.090.06-0.03sell
ROYCE & ASSOCIATES LP86,81080,609-6,2010.060.05-0.01sell
Trust Point Inc.17,80111,519-6,2820.090.06-0.03sell
Salvus Wealth Management, LLC36,55927,748-8,8111.721.02-0.71sell
Callan Family Office, LLC19,8086,151-13,6570.090.03-0.07sell
Tributary Capital Management, LLC439,778425,782-13,9962.522.17-0.34sell
First Eagle Investment Management, LLC118,251103,051-15,2000.020.01-0.01sell
Cinctive Capital Management LP60,45722,217-38,2400.240.10-0.14sell
Hodges Capital Management Inc.123,8405,715-118,1250.550.03-0.51sell
LONDON CO OF VIRGINIA3,668,8313,543,210-125,6211.481.18-0.30sell
AXIOM INVESTORS LLC /DE283,193148,130-135,0630.150.08-0.07sell
CRAMER ROSENTHAL MCGLYNN LLC260,045114,898-145,1471.090.48-0.60sell
FRED ALGER MANAGEMENT, LLC221,92766,402-155,5250.080.02-0.06sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,097,3456,920,207-177,1381.210.99-0.22sell
CITADEL ADVISORS LLC1,304,8811,102,287-202,5940.130.09-0.04sell
LORD, ABBETT & CO. LLC894,212644,943-249,2690.210.13-0.07sell
TIMUCUAN ASSET MANAGEMENT INC/FL1,998,5151,417,062-581,4534.522.57-1.95sell
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