Stock TransactionsMOELIS & CO

Total Bought
1,213,587
41 transactions
Total Sold
803,975
30 transactions
Net
+409,612
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
NATIXIS ADVISORS, LLC253,662708,140+454,4780.030.090.00buy
AMERIPRISE FINANCIAL INC1,539,4041,751,753+212,3490.030.03+0.00buy
Madison Asset Management, LLC1,603,6091,770,835+167,2261.121.25+0.13buy
WASATCH ADVISORS LP3,417,6433,581,825+164,1821.011.09+0.07buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,142,8567,190,221+47,3650.941.00+0.06buy
LONDON CO OF VIRGINIA3,580,5843,622,548+41,9641.071.16+0.09buy
Heard Capital LLC2,117,0002,150,710+33,7107.557.46-0.09buy
First Eagle Investment Management, LLC105,651124,951+19,3000.010.02+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.34,31051,275+16,9650.030.040.00buy
Connor, Clark & Lunn Investment Management Ltd.176,314162,272+14,0420.040.04-0.00sell
TIMUCUAN ASSET MANAGEMENT INC/FL3,027,6303,041,565+13,9355.805.94+0.14buy
TEXAS PERMANENT SCHOOL FUND CORP58,34449,896+8,4480.030.030.00sell
ROYCE & ASSOCIATES LP174,613180,528+5,9150.090.10+0.01buy
Verdence Capital Advisors LLC32,51837,083+4,5650.170.19+0.02buy
Cornerstone Investment Partners, LLC46,17150,012+3,8410.130.14+0.01buy
EAGLE ROCK INVESTMENT COMPANY, LLC34,88838,598+3,7100.370.40+0.03buy
RHUMBLINE ADVISERS197,822201,473+3,6510.010.010.00buy
Orion Porfolio Solutions, LLC43,86040,261+3,5990.030.030.00sell
ProShare Advisors LLC13,46910,359+3,1100.000.000.00sell
PRINCIPAL FINANCIAL GROUP INC346,907349,692+2,7850.010.010.00buy
Empowered Funds, LLC26,14828,808+2,6600.030.03+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC30,60028,671+1,9290.020.020.00sell
INCEPTIONR LLC6,5618,112+1,5510.100.13+0.03buy
nVerses Capital, LLC1,5003,000+1,5000.200.10-0.10buy
Blue Zone Wealth Advisors, LLC56,59558,054+1,4591.101.14+0.03buy
Vestmark Advisory Solutions, Inc.53,87855,211+1,3330.130.13-0.00buy
TOWNSQUARE CAPITAL LLC22,36823,660+1,2920.020.020.00buy
LORD, ABBETT & CO. LLC1,118,2451,119,432+1,1870.200.21+0.00buy
Tributary Capital Management, LLC435,383436,542+1,1592.022.06+0.03buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,86717,049+8180.020.020.00sell
PITCAIRN CO9,30410,114+8100.030.04+0.00buy
Trust Point Inc.18,04718,829+7820.080.09+0.01buy
State of Alaska, Department of Revenue40,61241,306+6940.030.030.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,06711,735+6680.010.01-0.00buy
First National Advisers, LLC5,9006,489+5890.070.07-0.01buy
Argent Trust Co6,5757,145+5700.020.02+0.00buy
JENNISON ASSOCIATES LLC93,08193,523+4420.000.00-0.00buy
NAPLES GLOBAL ADVISORS, LLC9,84610,171+3250.060.06+0.00buy
Ameritas Investment Partners, Inc.6,6676,924+2570.010.01+0.00buy
SkyView Investment Advisors, LLC13,67813,866+1880.140.14-0.00buy
Apollon Wealth Management, LLC9,6379,491+1460.020.020.00sell
CIBC Asset Management Inc4,1944,069+1250.000.000.00sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC16,21916,289+700.070.07-0.00buy
HARBOR CAPITAL ADVISORS, INC.18,12018,159+390.130.08-0.06buy
PEAK FINANCIAL ADVISORS LLC8,7158,749+340.300.29-0.02buy
O'ROURKE & COMPANY, Inc6,1816,195+140.200.20-0.01buy
Richard Bernstein Advisors LLC56,76156,774+130.070.07+0.00buy
Capital Investment Advisory Services, LLC6,7326,738+60.040.04-0.00buy
SIMON QUICK ADVISORS, LLC3,5303,534+40.020.01-0.00buy
AMG National Trust Bank26,36226,262-1000.040.04-0.00sell
Trajan Wealth LLC3,9523,698-2540.020.01-0.00sell
Teza Capital Management LLC7,7787,336-4420.060.05-0.01sell
Strata Wealth Advisors, LLC30,14329,428-7150.600.58-0.03sell
REGIONS FINANCIAL CORP101,772100,982-7900.040.04-0.00sell
NewEdge Wealth, LLC50,87249,823-1,0490.060.06+0.00sell
Salvus Wealth Management, LLC61,65360,450-1,2032.392.36-0.03sell
Chevy Chase Trust Holdings, LLC34,38832,846-1,5420.010.01-0.00sell
Hennion & Walsh Asset Management, Inc.31,69829,874-1,8240.100.09-0.01sell
JUNCTURE WEALTH STRATEGIES, LLC6,3004,400-1,9000.150.10-0.05sell
CAPITAL MANAGEMENT CORP /VA190,330186,995-3,3352.062.13+0.07sell
Edgestream Partners, L.P.12,6608,428-4,2320.040.02-0.01sell
Artisan Partners Limited Partnership1,076,7151,069,169-7,5460.090.09+0.00sell
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND33,10023,200-9,9000.010.00-0.00sell
Fisher Asset Management, LLC74,37862,350-12,0280.000.00-0.00sell
Diversify Advisory Services, LLC64,63047,551-17,0790.210.15-0.06sell
EMERALD ADVISERS, LLC452,825434,486-18,3391.031.04+0.00sell
Alberta Investment Management Corp27,7299,301-18,4280.020.01-0.01sell
PDT Partners, LLC28,3313,989-24,3420.150.02-0.13sell
Grandeur Peak Global Advisors, LLC91,91450,447-41,4670.410.23-0.19sell
CRAMER ROSENTHAL MCGLYNN LLC461,273380,207-81,0661.421.27-0.15sell
WESTWOOD HOLDINGS GROUP INC1,109,652585,475-524,1770.490.16-0.34sell
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