Stock TransactionsMOELIS & CO

Total Bought
500,720
27 transactions
Total Sold
1,183,113
37 transactions
Net
-682,393
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.616,380752,615+136,2350.310.42+0.11buy
CRAMER ROSENTHAL MCGLYNN LLC434,485522,402+87,9171.101.59+0.50buy
Connor, Clark & Lunn Investment Management Ltd.69,130146,019+76,8890.020.04+0.02buy
Madison Asset Management, LLC1,339,1941,399,649+60,4550.891.06+0.18buy
LONDON CO OF VIRGINIA3,418,0723,468,178+50,1060.931.10+0.17buy
AMERIPRISE FINANCIAL INC1,068,8241,108,431+39,6070.020.02+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS44,50714,386+30,1210.020.01-0.01sell
NATIXIS ADVISORS, LLC123,023146,449+23,4260.020.020.00buy
VICTORY CAPITAL MANAGEMENT INC258,235241,728+16,5070.010.01+0.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO78,69171,489+7,2020.020.020.00sell
TOWNSQUARE CAPITAL LLC11,95718,022+6,0650.010.020.00buy
PRINCIPAL FINANCIAL GROUP INC793,203796,756+3,5530.030.030.00buy
Vestmark Advisory Solutions, Inc.51,18754,196+3,0090.170.15-0.01buy
Orion Porfolio Solutions, LLC48,65945,829+2,8300.030.030.00sell
OPPENHEIMER ASSET MANAGEMENT INC.48,96046,363+2,5970.030.040.00sell
WINSLOW ASSET MANAGEMENT INC172,370174,963+2,5931.802.00+0.20buy
ProShare Advisors LLC10,16012,543+2,3830.000.000.00buy
Cornerstone Investment Partners, LLC44,57046,245+1,6750.130.15+0.02buy
Moran Wealth Management, LLC56,97658,423+1,4470.100.12+0.02buy
SHELL ASSET MANAGEMENT CO5,0173,852+1,1650.010.010.00sell
TEXAS PERMANENT SCHOOL FUND CORP56,53257,581+1,0490.030.030.00buy
GABELLI FUNDS LLC25,60026,550+9500.010.01+0.00buy
PEAK FINANCIAL ADVISORS LLC7,6508,470+8200.370.32-0.06buy
Capital Investment Advisory Services, LLC6,0236,728+7050.030.03+0.01buy
State of Alaska, Department of Revenue41,44940,992+4570.020.030.00sell
Teza Capital Management LLC17,56618,023+4570.130.17+0.04buy
Hennion & Walsh Asset Management, Inc.33,39933,749+3500.100.11+0.01buy
Verdence Capital Advisors LLC32,71433,054+3400.160.18+0.02buy
Ameritas Investment Partners, Inc.6,6426,920+2780.010.02+0.00buy
O'ROURKE & COMPANY, Inc5,4235,644+2210.180.20+0.03buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC15,74315,827+840.070.08+0.01buy
PDT Partners, LLC28,33128,386+550.160.18+0.01buy
Richard Bernstein Advisors LLC56,72956,761+320.060.07+0.01buy
EAGLE ROCK INVESTMENT COMPANY, LLC34,86934,888+190.360.40+0.04buy
YOUSIF CAPITAL MANAGEMENT, LLC33,95133,950+10.020.020.00sell
Quantum Private Wealth, LLC11,76511,752-130.250.28+0.02sell
FDx Advisors, Inc.4,5594,494-650.000.02+0.02sell
NAPLES GLOBAL ADVISORS, LLC11,27111,171-1000.060.07+0.01sell
JUNCTURE WEALTH STRATEGIES, LLC11,69911,599-1000.260.30+0.04sell
Curated Wealth Partners LLC9,8209,622-1980.080.09+0.01sell
AMG National Trust Bank26,62726,372-2550.040.05+0.00sell
Chevy Chase Trust Holdings, LLC35,42034,575-8450.010.01+0.00sell
NewEdge Wealth, LLC51,29150,149-1,1420.070.07-0.00sell
B. Metzler seel. Sohn & Co. AG64,01762,357-1,6600.040.04+0.00sell
Salvus Wealth Management, LLC64,38862,153-2,2352.302.48+0.18sell
BAMCO INC /NY/550,152547,747-2,4050.070.08+0.01sell
REGIONS FINANCIAL CORP108,846104,518-4,3280.040.05+0.00sell
Fisher Asset Management, LLC72,76167,365-5,3960.000.00+0.00sell
Heard Capital LLC1,863,9701,858,119-5,8516.306.99+0.68sell
EMERALD ADVISERS, LLC458,302451,043-7,2591.001.08+0.08sell
Tributary Capital Management, LLC449,138441,588-7,5501.922.09+0.17sell
First Eagle Investment Management, LLC105,10697,051-8,0550.010.01+0.00sell
JENNISON ASSOCIATES LLC101,55193,238-8,3130.000.00+0.00sell
CAPITAL MANAGEMENT CORP /VA230,932218,527-12,4052.352.41+0.05sell
Grandeur Peak Global Advisors, LLC138,475123,815-14,6600.470.49+0.02sell
DUALITY ADVISERS, LP29,5354,568-24,9670.160.03-0.13sell
Artisan Partners Limited Partnership1,119,0021,079,047-39,9550.090.09+0.01sell
TIMUCUAN ASSET MANAGEMENT INC/FL3,050,6942,977,227-73,4675.525.84+0.32sell
CenterBook Partners LP106,78926,553-80,2360.600.18-0.42sell
ROYCE & ASSOCIATES LP279,247178,869-100,3780.130.09-0.04sell
LORD, ABBETT & CO. LLC1,215,4751,062,843-152,6320.200.21+0.01sell
WESTWOOD HOLDINGS GROUP INC1,300,5021,122,386-178,1160.550.53-0.02sell
WASATCH ADVISORS LP3,450,1743,257,846-192,3280.981.01+0.02sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,279,2097,081,890-197,3190.940.99+0.06sell
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