Stock TransactionsMOELIS & CO

Total Bought
2,241,870
59 transactions
Total Sold
1,193,005
48 transactions
Net
+1,048,865
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
GEODE CAPITAL MANAGEMENT, LLC1,628,7242,052,862+424,1380.010.010.00buy
LORD, ABBETT & CO. LLC644,943904,263+259,3200.130.18+0.05buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND247,00019,000+228,0000.030.00-0.03sell
CITADEL ADVISORS LLC1,102,2871,328,346+226,0590.090.10+0.01buy
JENNISON ASSOCIATES LLC485,238671,431+186,1930.020.02+0.00buy
NATIXIS ADVISORS, LLC615,169783,426+168,2570.070.080.00buy
Qube Research & Technologies Ltd440,231281,282+158,9490.040.030.00sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC6,920,2076,768,276+151,9310.991.010.00sell
AMERIPRISE FINANCIAL INC2,260,3452,396,230+135,8850.040.04+0.00buy
WASATCH ADVISORS LP2,733,3242,845,605+112,2810.890.93+0.04buy
CANADA PENSION PLAN INVESTMENT BOARD68,400163,100+94,7000.000.010.00buy
CRAMER ROSENTHAL MCGLYNN LLC114,898195,338+80,4400.480.84+0.35buy
RENAISSANCE TECHNOLOGIES LLC493,364572,144+78,7800.050.05+0.00buy
Callan Family Office, LLC6,15184,703+78,5520.030.17+0.14buy
Y-Intercept (Hong Kong) Ltd24,38469,228+44,8440.100.110.00buy
AXIOM INVESTORS LLC /DE148,130190,750+42,6200.080.10+0.01buy
CAPITAL MANAGEMENT CORP /VA209,653246,151+36,4982.122.61+0.49buy
Lighthouse Investment Partners, LLC37,68170,077+32,3960.090.16+0.07buy
EMERALD ADVISERS, LLC426,466458,006+31,5401.121.05-0.07buy
Madison Asset Management, LLC1,264,2001,295,284+31,0840.820.87+0.05buy
AlphaQuest LLC32,0719,422+22,6490.220.060.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC71,99349,380+22,6130.020.010.00sell
PRUDENTIAL FINANCIAL INC96,94777,067+19,8800.010.010.00sell
RHUMBLINE ADVISERS193,270211,220+17,9500.010.010.00buy
AQR CAPITAL MANAGEMENT LLC193,466209,590+16,1240.010.010.00buy
PRINCIPAL FINANCIAL GROUP INC352,466368,034+15,5680.010.010.00buy
Blue Zone Wealth Advisors, LLC66,89380,277+13,3841.081.25+0.16buy
ROYCE & ASSOCIATES LP80,60993,869+13,2600.050.06+0.01buy
Cinctive Capital Management LP22,21735,406+13,1890.100.12+0.02buy
DIVERSIFY WEALTH MANAGEMENT, LLC76,29889,189+12,8910.300.41+0.10buy
INTECH INVESTMENT MANAGEMENT LLC41,06329,254+11,8090.030.02-0.01sell
EFG Asset Management (North America) Corp.72,18780,469+8,2820.700.71+0.01buy
Empowered Funds, LLC42,82850,737+7,9090.040.04+0.00buy
TIMUCUAN ASSET MANAGEMENT INC/FL1,417,0621,424,527+7,4652.572.60+0.03buy
OPPENHEIMER ASSET MANAGEMENT INC.36,50443,603+7,0990.030.030.00buy
Diversify Advisory Services, LLC20,00225,325+5,3230.070.07+0.00buy
State of Alaska, Department of Revenue39,11244,201+5,0890.030.030.00buy
Kestra Investment Management, LLC1,4635,862+4,3990.000.01+0.01buy
&PARTNERS45,83550,158+4,3230.030.02-0.00buy
Hilton Capital Management, LLC37,61941,558+3,9390.190.21+0.02buy
GABELLI FUNDS LLC20,65024,250+3,6000.010.01+0.00buy
Integrated Quantitative Investments LLC14,50017,633+3,1330.420.32-0.09buy
REGIONS FINANCIAL CORP96,76398,541+1,7780.040.04+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC26,73528,397+1,6620.020.020.00buy
GREENWOOD CAPITAL ASSOCIATES LLC20,46222,045+1,5830.160.17+0.01buy
AVIVA PLC6,7248,097+1,3730.000.00+0.00buy
ALGERT GLOBAL LLC63,94062,690+1,2500.090.080.00sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC15,94317,087+1,1440.080.08+0.01buy
TEXAS PERMANENT SCHOOL FUND CORP31,08430,002+1,0820.020.020.00sell
Trajan Wealth LLC5,0276,092+1,0650.020.02+0.00buy
STRS OHIO20,40021,300+9000.010.01-0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND16,15516,955+8000.020.020.00buy
SkyView Investment Advisors, LLC15,47216,232+7600.140.15+0.01buy
Verdence Capital Advisors LLC38,67539,358+6830.170.17-0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,41219,058+6460.010.01-0.00buy
Apollon Wealth Management, LLC8,2927,707+5850.010.010.00sell
Argent Trust Co12,99713,563+5660.030.03+0.00buy
Atria Investments, Inc24,39923,874+5250.020.02-0.00sell
First National Advisers, LLC7,8258,316+4910.070.08+0.00buy
Ameritas Investment Partners, Inc.7,2097,592+3830.020.02+0.00buy
CANADA LIFE ASSURANCE Co76,65176,913+2620.010.01-0.00buy
PEAK FINANCIAL ADVISORS LLC8,5678,814+2470.250.28+0.03buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM68,94669,155+2090.010.00-0.00buy
FULTON BANK, N.A.6,3936,581+1880.020.02+0.00buy
Versant Capital Management, Inc796949+1530.010.010.00buy
CIBC Asset Management Inc4,3154,460+1450.000.000.00buy
Curated Wealth Partners LLC8,9069,021+1150.070.07-0.00buy
PICTON MAHONEY ASSET MANAGEMENT7,0667,161+950.010.00-0.00buy
Cornerstone Investment Partners, LLC10,27210,353+810.030.03-0.00buy
ProShare Advisors LLC16,64216,595+470.000.000.00sell
Petros Family Wealth, LLC3,8703,897+270.250.22-0.03buy
New Age Alpha Advisors, LLC1,8421,840-20.000.01+0.00sell
High Note Wealth, LLC6965-40.000.00-0.00sell
WealthTrak Capital Management LLC155-100.000.00-0.00sell
B. Metzler seel. Sohn & Co. AG43,54743,383-1640.030.03-0.00sell
Salvus Wealth Management, LLC27,74827,450-2981.021.00-0.02sell
Venturi Wealth Management, LLC3,6263,305-3210.010.01-0.00sell
Impact Capital Partners LLC12,25711,853-4040.260.24-0.02sell
Hennion & Walsh Asset Management, Inc.24,84824,406-4420.060.06-0.00sell
O'ROURKE & COMPANY, Inc7,1066,496-6100.210.19-0.02sell
Harvest Fund Management Co., Ltd69820-6780.000.00-0.00sell
Palisades Investment Partners, LLC76,73076,002-7282.252.07-0.18sell
SIMON QUICK ADVISORS, LLC4,7183,282-1,4360.020.01-0.01sell
Artisan Partners Limited Partnership432,060430,554-1,5060.040.04-0.00sell
PITCAIRN CO9,7988,270-1,5280.030.03-0.00sell
PRAXIS INVESTMENT MANAGEMENT INC6,7805,190-1,5900.030.02-0.01sell
BI Asset Management Fondsmaeglerselskab A/S2,130503-1,6270.000.00-0.00sell
Riverview Capital Advisers, LLC5,9804,034-1,9460.110.07-0.04sell
NewEdge Wealth, LLC47,84045,241-2,5990.050.05-0.00sell
Fisher Asset Management, LLC353,469350,249-3,2200.010.01-0.00sell
Strata Wealth Advisors, LLC28,11824,464-3,6540.510.42-0.09sell
Trust Point Inc.11,5196,884-4,6350.060.04-0.02sell
Heard Capital LLC925,240920,240-5,0003.213.00-0.21sell
CIBC WORLD MARKETS CORP15,6829,163-6,5190.010.00-0.00sell
Pier Capital, LLC157,679150,078-7,6011.541.43-0.12sell
EAGLE ROCK INVESTMENT COMPANY, LLC38,58030,105-8,4750.390.30-0.09sell
Tributary Capital Management, LLC425,782414,964-10,8182.172.29+0.12sell
TOWNSQUARE CAPITAL LLC20,6024,325-16,2770.010.03+0.01sell
Nicholas Investment Partners, LP43,10124,086-19,0150.260.13-0.13sell
First Eagle Investment Management, LLC103,05179,551-23,5000.010.01-0.00sell
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