Stock Transactions — MOELIS & CO

Total Bought
9,121,124
208 transactions
Total Sold
7,326,880
178 transactions
Net
+1,794,244
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
JONES FINANCIAL COMPANIES LLLP2,2301,290,468+1,288,2380.000.03+0.03buy
Channing Capital Management, LLC233,5321,308,095+1,074,5630.411.91+1.50buy
Fisher Asset Management, LLC456,8921,028,637+571,7450.010.02+0.01buy
Madison Asset Management, LLC1,218,1781,773,735+555,5570.961.25+0.29buy
HighTower Advisors, LLC1,385,6921,785,339+399,6470.100.11+0.00buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/0380,720+380,7200.000.12+0.12buy
NATIXIS ADVISORS, LLC1,019,8321,352,595+332,7630.100.11+0.01buy
WASATCH ADVISORS LP3,432,6233,742,624+310,0011.401.42+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0273,954+273,9540.000.01+0.01buy
NEW YORK STATE COMMON RETIREMENT FUND108,983370,220+261,2370.010.03+0.02buy
ROYAL BANK OF CANADA453,972649,724+195,7520.010.01+0.00buy
Prana Capital Management, LP0181,247+181,2470.000.32+0.32buy
ROYCE & ASSOCIATES LP163,661329,989+166,3280.110.19+0.07buy
MILLENNIUM MANAGEMENT LLC87,842248,159+160,3170.000.01+0.01buy
KETTLE HILL CAPITAL MANAGEMENT, LLC0155,446+155,4460.002.22+2.22buy
JPMORGAN CHASE & CO1,025,8931,177,612+151,7190.000.00-0.00buy
Woodline Partners LP0142,542+142,5420.000.03+0.03buy
MORGAN STANLEY813,212948,994+135,7820.000.00-0.00buy
WINTON GROUP Ltd0121,037+121,0370.000.24+0.24buy
AQR CAPITAL MANAGEMENT LLC234,196348,381+114,1850.010.01+0.00buy
TIMUCUAN ASSET MANAGEMENT INC/FL1,405,7961,514,701+108,9053.143.18+0.04buy
Tributary Capital Management, LLC369,765476,195+106,4302.502.63+0.13buy
Cinctive Capital Management LP097,015+97,0150.000.36+0.36buy
GEODE CAPITAL MANAGEMENT, LLC2,085,5862,169,253+83,6670.010.01-0.00buy
Y-Intercept (Hong Kong) Ltd069,769+69,7690.000.08+0.08buy
STATE STREET CORP2,856,3792,921,129+64,7500.010.01-0.00buy
Freemont Management S.A.063,400+63,4000.000.68+0.68buy
DIMENSIONAL FUND ADVISORS LP1,216,6441,277,774+61,1300.020.02-0.00buy
BASSWOOD CAPITAL MANAGEMENT, L.L.C.060,968+60,9680.000.18+0.18buy
Quantinno Capital Management LP28,83787,535+58,6980.000.01+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34,51888,354+53,8360.000.01+0.00buy
DEUTSCHE BANK AG\252,886302,266+49,3800.010.01+0.00buy
AMERICAN CENTURY COMPANIES INC25,96273,222+47,2600.000.00+0.00buy
Corient Private Wealth LLC10,48657,619+47,1330.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC340,863387,659+46,7960.010.01-0.00buy
CAPITAL MANAGEMENT CORP /VA308,624355,238+46,6143.483.46-0.02buy
Qube Research & Technologies Ltd042,688+42,6880.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP042,000+42,0000.000.00+0.00buy
Roubaix Capital, LLC040,967+40,9670.001.09+1.09buy
Universal- Beteiligungs- und Servicegesellschaft mbH22,78162,695+39,9140.000.01+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,20150,802+38,6010.000.00+0.00buy
FIFTH THIRD BANCORP42738,953+38,5260.000.00+0.00buy
MARSHALL WACE, LLP035,853+35,8530.000.00+0.00buy
STIFEL FINANCIAL CORP133,466168,778+35,3120.010.01+0.00buy
Elo Mutual Pension Insurance Co18,97052,529+33,5590.020.05+0.03buy
IEQ CAPITAL, LLC5,18935,886+30,6970.000.01+0.01buy
Inspire Investing, LLC030,605+30,6050.000.17+0.17buy
PUBLIC SECTOR PENSION INVESTMENT BOARD256,092285,752+29,6600.060.05-0.01buy
HSBC HOLDINGS PLC19,72648,906+29,1800.000.00+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC028,570+28,5700.000.06+0.06buy
RAYMOND JAMES FINANCIAL INC435,801463,510+27,7090.010.01-0.00buy
HARBOR CAPITAL ADVISORS, INC.9125,170+25,0790.000.12+0.12buy
VICTORY CAPITAL MANAGEMENT INC89,081113,451+24,3700.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS32,55456,583+24,0290.000.00+0.00buy
NORTHERN TRUST CORP786,698810,466+23,7680.010.01-0.00buy
Schonfeld Strategic Advisors LLC18,37740,697+22,3200.010.02+0.01buy
PEAK6 LLC021,301+21,3010.000.04+0.04buy
Empowered Funds, LLC76,05496,426+20,3720.040.04-0.01buy
Janney Montgomery Scott LLC31,22949,620+18,3910.000.01+0.00buy
XTX Topco Ltd7,31825,372+18,0540.010.03+0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM70,47687,887+17,4110.000.01+0.00buy
Entropy Technologies, LP016,841+16,8410.000.04+0.04buy
GSA CAPITAL PARTNERS LLP014,239+14,2390.000.05+0.05buy
Brooklyn Investment Group012,243+12,2430.000.02+0.02buy
Invesco Ltd.193,390205,539+12,1490.000.00-0.00buy
GABELLI FUNDS LLC32,05043,850+11,8000.010.02+0.00buy
Mariner, LLC15,11725,732+10,6150.000.00+0.00buy
B. Metzler seel. Sohn & Co. AG62,57472,191+9,6170.040.04+0.00buy
Handelsbanken Fonder AB17,25126,051+8,8000.000.00+0.00buy
KESTRA PRIVATE WEALTH SERVICES, LLC08,503+8,5030.000.01+0.01buy
FEDERATED HERMES, INC.72,83681,269+8,4330.010.01-0.00buy
INCEPTIONR LLC08,348+8,3480.000.11+0.11buy
PRINCIPAL FINANCIAL GROUP INC353,873361,858+7,9850.010.01-0.00buy
RHUMBLINE ADVISERS198,191206,172+7,9810.010.01-0.00buy
STRS OHIO14,80022,600+7,8000.000.01+0.00buy
ALLIANCEBERNSTEIN L.P.88,67596,273+7,5980.000.00+0.00buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND07,494+7,4940.000.00+0.00buy
Amundi07,296+7,2960.000.00+0.00buy
Hilton Capital Management, LLC48,55655,615+7,0590.250.24-0.01buy
BANK OF AMERICA CORP /DE/687,700693,812+6,1120.000.00-0.00buy
ZACKS INVESTMENT MANAGEMENT31,05636,680+5,6240.020.02-0.00buy
Jefferies Financial Group Inc.24,80330,353+5,5500.010.02+0.01buy
MEEDER ASSET MANAGEMENT INC05,547+5,5470.000.02+0.02buy
HANTZ FINANCIAL SERVICES, INC.4165,590+5,1740.000.00+0.00buy
PRUDENTIAL FINANCIAL INC70,72075,745+5,0250.010.01-0.00buy
ST GERMAIN D J CO INC05,000+5,0000.000.01+0.01buy
Integrated Wealth Concepts LLC4,4979,432+4,9350.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC3,8278,436+4,6090.000.00+0.00buy
Centiva Capital, LP04,572+4,5720.000.01+0.01buy
&PARTNERS52,99157,443+4,4520.020.02-0.00buy
Illinois Municipal Retirement Fund36,46640,697+4,2310.030.03-0.00buy
Vinva Investment Management Ltd04,153+4,1530.000.00+0.00buy
ALPINE WOODS CAPITAL INVESTORS, LLC04,059+4,0590.000.06+0.06buy
ELEVATION POINT WEALTH PARTNERS, LLC3,0677,107+4,0400.010.01-0.00buy
BRIGHTON JONES LLC04,008+4,0080.000.01+0.01buy
Brevan Howard Capital Management LP03,935+3,9350.000.00+0.00buy
DnB Asset Management AS03,893+3,8930.000.00+0.00buy
Marex Group plc03,802+3,8020.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV14,96218,198+3,2360.000.00-0.00buy
STATE OF WISCONSIN INVESTMENT BOARD4,0357,227+3,1920.000.00+0.00buy
Page 1 of 5