Stock TransactionsMOELIS & CO

Total Bought
1,265,660
39 transactions
Total Sold
3,012,401
55 transactions
Net
-1,746,741
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
BALYASNY ASSET MANAGEMENT L.P.229,261723,384+494,1230.040.130.00buy
NATIXIS ADVISORS, LLC804,860594,467+210,3930.110.080.00sell
CITADEL ADVISORS LLC1,106,1781,304,881+198,7030.120.13+0.01buy
Fisher Asset Management, LLC62,570220,770+158,2000.000.01+0.00buy
AXIOM INVESTORS LLC /DE185,952283,193+97,2410.110.15+0.04buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND98,000168,000+70,0000.020.03+0.01buy
EFG Asset Management (North America) Corp.26,65472,599+45,9450.310.73+0.43buy
Cinctive Capital Management LP14,96760,457+45,4900.060.23+0.17buy
DIVERSIFY WEALTH MANAGEMENT, LLC29,75658,976+29,2200.200.33+0.13buy
&PARTNERS12,79441,836+29,0420.020.04+0.02buy
Callan Family Office, LLC3,04919,808+16,7590.040.09+0.06buy
JACOBS LEVY EQUITY MANAGEMENT, INC101,741118,223+16,4820.030.03+0.00buy
PRINCIPAL FINANCIAL GROUP INC333,370344,467+11,0970.010.010.00buy
Hilton Capital Management, LLC23,41733,357+9,9400.120.21+0.09buy
ProShare Advisors LLC14,73921,298+6,5590.000.000.00buy
Palisades Investment Partners, LLC70,01576,526+6,5112.092.39+0.30buy
INTECH INVESTMENT MANAGEMENT LLC19,39825,418+6,0200.020.02+0.00buy
Tributary Capital Management, LLC434,716439,778+5,0622.312.52+0.20buy
GEODE CAPITAL MANAGEMENT, LLC1,590,3161,585,802+4,5140.010.010.00sell
TOWNSQUARE CAPITAL LLC23,61119,521+4,0900.020.020.00sell
GABELLI FUNDS LLC24,05020,650+3,4000.010.01-0.00sell
OPPENHEIMER ASSET MANAGEMENT INC.42,36339,230+3,1330.040.040.00sell
FULTON BANK, N.A.3,0166,043+3,0270.010.02+0.01buy
Corebridge Financial, Inc.40,55537,626+2,9290.020.020.00sell
PRUDENTIAL FINANCIAL INC74,24171,687+2,5540.010.010.00sell
Orion Porfolio Solutions, LLC38,03735,570+2,4670.030.030.00sell
CANADA LIFE ASSURANCE Co79,28681,534+2,2480.010.01+0.00buy
Argent Trust Co7,4209,589+2,1690.020.03+0.01buy
HARBOR CAPITAL ADVISORS, INC.20,98518,900+2,0850.060.060.00sell
RHUMBLINE ADVISERS193,860195,814+1,9540.010.010.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.38,65740,241+1,5840.010.01+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,42417,702+1,2780.010.01+0.00buy
Swiss National Bank137,400138,400+1,0000.010.01+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC12,24813,167+9190.000.000.00buy
Vestmark Advisory Solutions, Inc.54,50255,409+9070.140.14+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM66,57465,827+7470.010.01+0.00sell
CAPITAL MANAGEMENT CORP /VA180,459181,088+6292.202.40+0.20buy
Hennion & Walsh Asset Management, Inc.27,25527,881+6260.090.09+0.01buy
Empowered Funds, LLC30,51431,136+6220.030.03+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC27,70527,289+4160.020.020.00sell
CIBC Asset Management Inc4,0804,405+3250.000.000.00buy
O'ROURKE & COMPANY, Inc6,4896,812+3230.220.25+0.02buy
Robertson Stephens Wealth Management, LLC3,4153,717+3020.010.01+0.00buy
SkyView Investment Advisors, LLC14,16614,448+2820.160.17+0.01buy
PROFUND ADVISORS LLC3,6653,937+2720.010.010.00buy
PITCAIRN CO9,4309,687+2570.040.04+0.00buy
Ameritas Investment Partners, Inc.7,1607,394+2340.020.02+0.00buy
Apollon Wealth Management, LLC8,6408,424+2160.020.010.00sell
Heritage Family Offices, LLP4,2514,464+2130.150.16+0.01buy
Atria Investments, Inc25,19725,024+1730.020.02+0.00sell
OREGON PUBLIC EMPLOYEES RETIREMENT FUND16,54916,615+660.020.020.00buy
State of Alaska, Department of Revenue40,15340,116+370.030.030.00sell
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS15,04015,069+290.010.01+0.00buy
Blue Zone Wealth Advisors, LLC58,79158,786-51.251.25-0.00sell
Curated Wealth Partners LLC8,6138,602-110.080.07-0.00sell
EAGLE ROCK INVESTMENT COMPANY, LLC38,59838,580-180.440.47+0.03sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC16,04115,998-430.080.10+0.01sell
Teza Capital Management LLC5,7335,664-690.040.06+0.02sell
SIMON QUICK ADVISORS, LLC3,5423,468-740.020.02+0.00sell
Strata Wealth Advisors, LLC28,71228,626-860.630.66+0.03sell
Verdence Capital Advisors LLC33,67633,562-1140.180.20+0.02sell
PEAK FINANCIAL ADVISORS LLC8,4978,363-1340.300.32+0.02sell
Capital Investment Advisory Services, LLC6,5426,315-2270.040.04+0.00sell
SHELTON CAPITAL MANAGEMENT3,0032,747-2560.010.01-0.00sell
Trajan Wealth LLC3,4783,132-3460.010.01-0.00sell
OmniStar Financial Group, Inc.12,65212,116-5360.650.72+0.07sell
Chevy Chase Trust Holdings, LLC55,80955,014-7950.010.01+0.00sell
WESBANCO BANK INC9,8098,709-1,1000.020.02-0.00sell
JENNISON ASSOCIATES LLC88,23487,109-1,1250.000.00+0.00sell
Cornerstone Investment Partners, LLC11,32510,154-1,1710.040.04-0.00sell
Trust Point Inc.18,97617,801-1,1750.100.09-0.01sell
First Eagle Investment Management, LLC120,751118,251-2,5000.020.02+0.00sell
PRAXIS INVESTMENT MANAGEMENT INC9,4406,780-2,6600.040.03-0.01sell
Legacy Capital Wealth Partners, LLC6,7813,313-3,4680.090.06-0.03sell
REGIONS FINANCIAL CORP101,38497,528-3,8560.050.05+0.00sell
AMG National Trust Bank16,28010,876-5,4040.030.02-0.01sell
B. Metzler seel. Sohn & Co. AG50,10741,528-8,5790.030.03-0.00sell
NewEdge Wealth, LLC58,56049,741-8,8190.070.06-0.01sell
Salvus Wealth Management, LLC47,62736,559-11,0682.001.72-0.28sell
Pier Capital, LLC118,989107,741-11,2481.151.14-0.01sell
EMERALD ADVISERS, LLC440,330426,994-13,3361.171.22+0.06sell
Diversify Advisory Services, LLC37,35515,278-22,0770.140.06-0.08sell
LONDON CO OF VIRGINIA3,692,8823,668,831-24,0511.331.48+0.15sell
ROYCE & ASSOCIATES LP112,48886,810-25,6780.070.06-0.01sell
CRAMER ROSENTHAL MCGLYNN LLC303,007260,045-42,9621.151.09-0.07sell
EMERALD MUTUAL FUND ADVISERS TRUST360,871301,224-59,6471.281.35+0.07sell
Artisan Partners Limited Partnership506,709429,338-77,3710.050.05-0.00sell
AMERIPRISE FINANCIAL INC2,242,7082,165,231-77,4770.040.04+0.00sell
LORD, ABBETT & CO. LLC974,140894,212-79,9280.210.21-0.00sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,233,8377,097,345-136,4921.091.21+0.11sell
WASATCH ADVISORS LP2,848,0732,632,536-215,5370.960.96+0.01sell
Madison Asset Management, LLC1,559,3211,164,887-394,4341.200.97-0.23sell
TIMUCUAN ASSET MANAGEMENT INC/FL2,583,4951,998,515-584,9805.374.52-0.86sell
Heard Capital LLC1,798,360841,970-956,3906.913.70-3.21sell
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