Stock TransactionsMOELIS & CO

Total Bought
181,467
19 transactions
Total Sold
2,032,131
48 transactions
Net
-1,850,664
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,229,9187,279,209+49,2910.920.94+0.02buy
Heard Capital LLC1,832,3351,863,970+31,6356.386.30-0.08buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS75,24444,507+30,7370.030.02-0.01sell
CenterBook Partners LP77,860106,789+28,9290.440.60+0.16buy
Madison Asset Management, LLC1,320,9551,339,194+18,2390.870.89+0.01buy
PRINCIPAL FINANCIAL GROUP INC809,718793,203+16,5150.030.030.00sell
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.603,115616,380+13,2650.300.31+0.01buy
VICTORY CAPITAL MANAGEMENT INC268,010258,235+9,7750.010.01+0.00sell
Tributary Capital Management, LLC439,803449,138+9,3351.791.92+0.13buy
Teza Capital Management LLC9,26117,566+8,3050.070.13+0.06buy
TOWNSQUARE CAPITAL LLC19,51311,957+7,5560.020.010.00sell
NATIXIS ADVISORS, LLC115,555123,023+7,4680.020.020.00buy
Capital Impact Advisors, LLC6,09212,898+6,8060.300.97+0.67buy
ExodusPoint Capital Management, LP39,50333,969+5,5340.020.020.00sell
GABELLI FUNDS LLC31,10025,600+5,5000.010.01-0.00sell
Orion Porfolio Solutions, LLC52,95648,659+4,2970.030.030.00sell
OPPENHEIMER ASSET MANAGEMENT INC.53,18148,960+4,2210.040.030.00sell
First Eagle Investment Management, LLC101,268105,106+3,8380.010.01+0.00buy
State of Alaska, Department of Revenue43,79941,449+2,3500.020.020.00sell
YOUSIF CAPITAL MANAGEMENT, LLC36,11633,951+2,1650.020.020.00sell
TEXAS PERMANENT SCHOOL FUND CORP58,60356,532+2,0710.030.030.00sell
WESBANCO BANK INC9,79611,596+1,8000.020.02+0.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP53,81352,365+1,4480.000.00+0.00sell
PEAK FINANCIAL ADVISORS LLC6,4887,650+1,1620.230.37+0.14buy
CANADA LIFE ASSURANCE Co68,94367,884+1,0590.010.01-0.00sell
Moran Wealth Management, LLC56,43256,976+5440.100.10+0.00buy
SkyView Investment Advisors, LLC11,61312,038+4250.130.22+0.09buy
ProShare Advisors LLC10,43310,160+2730.000.000.00sell
Capital Investment Advisory Services, LLC5,7676,023+2560.030.03+0.00buy
OneDigital Investment Advisors LLC10,60810,704+960.010.01-0.00buy
SHELL ASSET MANAGEMENT CO5,0965,017+790.010.010.00sell
AMG National Trust Bank26,60226,627+250.040.04+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO78,66778,691+240.010.020.00buy
GoalVest Advisory LLC128152+240.000.00+0.00buy
WASHINGTON TRUST Co2726-10.000.00-0.00sell
UNITED CAPITAL FINANCIAL ADVISORS, LLC4,5134,512-10.000.00+0.00sell
Salvus Wealth Management, LLC64,42064,388-322.252.30+0.05sell
JUNCTURE WEALTH STRATEGIES, LLC11,79911,699-1000.250.26+0.01sell
O'ROURKE & COMPANY, Inc5,6215,423-1980.180.18-0.00sell
City State Bank750550-2000.020.01-0.00sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC16,00615,743-2630.060.07+0.00sell
Chevy Chase Trust Holdings, LLC35,76535,420-3450.010.01+0.00sell
EMERALD ADVISERS, LLC458,745458,302-4430.911.00+0.09sell
NewEdge Wealth, LLC51,75751,291-4660.080.07-0.01sell
Vestmark Advisory Solutions, Inc.51,75751,187-5700.090.17+0.08sell
Hennion & Walsh Asset Management, Inc.34,18533,399-7860.090.10+0.00sell
WINSLOW ASSET MANAGEMENT INC173,774172,370-1,4041.701.80+0.11sell
DRIVE WEALTH MANAGEMENT, LLC7,2465,397-1,8490.120.09-0.03sell
REGIONS FINANCIAL CORP111,928108,846-3,0820.040.04+0.00sell
LONDON CO OF VIRGINIA3,421,6423,418,072-3,5700.880.93+0.05sell
Cornerstone Investment Partners, LLC49,07844,570-4,5080.140.13-0.01sell
PDT Partners, LLC33,33128,331-5,0000.210.16-0.05sell
Verdence Capital Advisors LLC39,03732,714-6,3230.210.16-0.05sell
EAGLE ROCK INVESTMENT COMPANY, LLC41,44134,869-6,5720.440.36-0.08sell
LORD, ABBETT & CO. LLC1,222,1751,215,475-6,7000.190.20+0.01sell
TIMUCUAN ASSET MANAGEMENT INC/FL3,068,7063,050,694-18,0125.475.52+0.05sell
Holocene Advisors, LP55,15930,254-24,9050.010.01-0.00sell
Artisan Partners Limited Partnership1,156,8521,119,002-37,8500.080.09+0.00sell
CAPITAL MANAGEMENT CORP /VA274,544230,932-43,6122.662.35-0.31sell
WESTWOOD HOLDINGS GROUP INC1,345,5521,300,502-45,0500.550.55+0.00sell
BAMCO INC /NY/596,430550,152-46,2780.070.07-0.00sell
ROYCE & ASSOCIATES LP370,331279,247-91,0840.160.13-0.03sell
B. Metzler seel. Sohn & Co. AG155,19864,017-91,1810.100.04-0.05sell
JENNISON ASSOCIATES LLC219,847101,551-118,2960.010.00-0.00sell
CRAMER ROSENTHAL MCGLYNN LLC561,563434,485-127,0781.271.10-0.18sell
AMERIPRISE FINANCIAL INC1,509,3701,068,824-440,5460.020.02-0.01sell
WASATCH ADVISORS LP4,262,4203,450,174-812,2461.170.98-0.19sell
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