Stock Transactions — MOELIS & CO

Total Bought
5,862,154
191 transactions
Total Sold
4,448,641
195 transactions
Net
+1,413,513
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.0885,321+885,3210.000.11+0.11buy
NORGES BANK0624,365+624,3650.000.00+0.00buy
AMERIPRISE FINANCIAL INC2,271,9032,678,168+406,2650.040.04+0.00buy
Freestone Grove Partners LP0345,769+345,7690.000.17+0.17buy
ADAGE CAPITAL PARTNERS GP, L.L.C.0239,900+239,9000.000.02+0.02buy
Channing Capital Management, LLC0233,532+233,5320.000.41+0.41buy
Heard Capital LLC756,540981,510+224,9702.623.17+0.55buy
EMERALD ADVISERS, LLC451,497615,594+164,0971.031.30+0.27buy
Assenagon Asset Management S.A.22,368182,147+159,7790.000.02+0.02buy
CITADEL ADVISORS LLC49,266188,210+138,9440.000.01+0.01buy
D. E. Shaw & Co., Inc.0134,411+134,4110.000.01+0.01buy
HighTower Advisors, LLC1,256,3241,385,692+129,3680.100.10+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD193,200321,800+128,6000.010.01+0.01buy
WASATCH ADVISORS LP3,304,1803,432,623+128,4431.271.40+0.13buy
TUDOR INVESTMENT CORP ET AL80,173207,885+127,7120.040.08+0.04buy
Longaeva Partners L.P.0110,660+110,6600.000.90+0.90buy
DIMENSIONAL FUND ADVISORS LP1,111,4591,216,644+105,1850.020.02+0.00buy
NATIXIS ADVISORS, LLC918,8761,019,832+100,9560.100.10+0.00buy
EMERALD MUTUAL FUND ADVISERS TRUST273,351363,523+90,1721.011.22+0.21buy
GOLDMAN SACHS GROUP INC1,787,1071,876,578+89,4710.020.02-0.00buy
CAPITAL MANAGEMENT CORP /VA228,327308,624+80,2972.563.48+0.92buy
PRICE T ROWE ASSOCIATES INC /MD/751,452825,722+74,2700.010.01+0.00buy
Holocene Advisors, LP073,193+73,1930.000.01+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,127,7823,194,479+66,6970.040.03-0.00buy
BW Gestao de Investimentos Ltda.064,000+64,0000.000.16+0.16buy
JPMORGAN CHASE & CO962,7781,025,893+63,1150.000.00+0.00buy
New Age Alpha Advisors, LLC1,80360,908+59,1050.010.18+0.18buy
FIRST TRUST ADVISORS LP31,70987,666+55,9570.000.00+0.00buy
ROYCE & ASSOCIATES LP112,011163,661+51,6500.080.11+0.03buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC137,684187,807+50,1230.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC187,048234,196+47,1480.010.01-0.00buy
FEDERATED HERMES, INC.27,78672,836+45,0500.000.01+0.00buy
JENNISON ASSOCIATES LLC898,056935,531+37,4750.040.04+0.00buy
Magnetar Financial LLC036,516+36,5160.000.02+0.02buy
NEW YORK STATE COMMON RETIREMENT FUND73,910108,983+35,0730.010.01+0.00buy
Knights of Columbus Asset Advisors LLC029,635+29,6350.000.12+0.12buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE541,699571,167+29,4680.030.03+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC354,658381,458+26,8000.040.04+0.00buy
Jefferies Financial Group Inc.024,803+24,8030.000.01+0.01buy
SG Americas Securities, LLC7,30730,145+22,8380.000.00+0.00buy
Elo Mutual Pension Insurance Co018,970+18,9700.000.02+0.02buy
HSBC HOLDINGS PLC3,07519,726+16,6510.000.00+0.00buy
WELLS FARGO & COMPANY/MN924,514940,910+16,3960.010.01-0.00buy
B. Metzler seel. Sohn & Co. AG48,98962,574+13,5850.030.04+0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)20,68033,555+12,8750.000.00+0.00buy
SIERRA SUMMIT ADVISORS LLC012,686+12,6860.000.13+0.13buy
Quantinno Capital Management LP17,45028,837+11,3870.000.00+0.00buy
Empowered Funds, LLC65,41976,054+10,6350.050.04-0.01buy
State of Alaska, Department of Revenue40,36850,466+10,0980.030.04+0.01buy
BARCLAYS PLC121,127130,959+9,8320.000.00+0.00buy
CANADA LIFE ASSURANCE Co76,59886,234+9,6360.010.01+0.00buy
Advyzon Investment Management, LLC08,066+8,0660.000.06+0.06buy
SEI INVESTMENTS CO325,456333,322+7,8660.020.02-0.00buy
GABELLI FUNDS LLC24,55032,050+7,5000.010.01+0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM28,47935,940+7,4610.000.00+0.00buy
Farringdon Capital, Ltd.06,685+6,6850.000.11+0.11buy
PICTON MAHONEY ASSET MANAGEMENT06,670+6,6700.000.01+0.01buy
State of Wyoming9,45915,594+6,1350.080.12+0.04buy
IEQ CAPITAL, LLC05,189+5,1890.000.00+0.00buy
Hilton Capital Management, LLC43,77748,556+4,7790.250.25-0.00buy
State of New Jersey Common Pension Fund D30,65835,370+4,7120.010.01+0.00buy
Versor Investments LP10,30014,700+4,4000.140.16+0.02buy
Modern Wealth Management, LLC04,061+4,0610.000.01+0.01buy
CWM, LLC10,23614,190+3,9540.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC03,827+3,8270.000.00+0.00buy
Integrated Quantitative Investments LLC17,65220,981+3,3290.360.31-0.05buy
Corient Private Wealth LLC7,30410,486+3,1820.000.00+0.00buy
BROWN ADVISORY INC03,122+3,1220.000.00+0.00buy
ELEVATION POINT WEALTH PARTNERS, LLC03,067+3,0670.000.01+0.01buy
HRT FINANCIAL LP03,000+3,0000.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC3,5246,487+2,9630.000.00+0.00buy
Tidal Investments LLC31,03933,895+2,8560.010.01+0.00buy
Diversify Advisory Services, LLC28,95131,743+2,7920.060.08+0.02buy
Merit Financial Group, LLC5,8508,524+2,6740.000.00+0.00buy
Man Group plc33,28435,911+2,6270.000.00+0.00buy
Swiss National Bank143,800146,400+2,6000.010.01+0.00buy
QRG CAPITAL MANAGEMENT, INC.3,4936,075+2,5820.000.00+0.00buy
Curated Wealth Partners LLC9,38911,957+2,5680.080.09+0.01buy
PROFUND ADVISORS LLC3,3485,785+2,4370.010.01+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,09426,399+2,3050.010.01-0.00buy
MERCER GLOBAL ADVISORS INC /ADV12,67514,962+2,2870.000.00+0.00buy
Mariner, LLC12,85615,117+2,2610.000.00+0.00buy
Bayforest Capital Ltd02,158+2,1580.000.11+0.11buy
Kestra Advisory Services, LLC02,136+2,1360.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC85,72987,842+2,1130.000.00-0.00buy
Kemnay Advisory Services Inc.02,041+2,0410.000.02+0.02buy
Focus Partners Wealth3,1225,028+1,9060.000.00+0.00buy
J2 Capital Management Inc13,53615,344+1,8080.730.77+0.04buy
Palisades Investment Partners, LLC76,33777,940+1,6032.142.02-0.11buy
&PARTNERS51,39452,991+1,5970.020.02-0.00buy
Pinnacle Wealth Planning Services, Inc.01,505+1,5050.000.01+0.01buy
Cetera Investment Advisers10,71412,147+1,4330.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM69,15970,476+1,3170.010.00-0.00buy
Handelsbanken Fonder AB15,95117,251+1,3000.000.00-0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,90212,201+1,2990.000.00+0.00buy
Cerity Partners LLC19,77721,064+1,2870.000.00-0.00buy
DIVERSIFY WEALTH MANAGEMENT, LLC93,76494,930+1,1660.340.33-0.02buy
GEODE CAPITAL MANAGEMENT, LLC2,084,4222,085,586+1,1640.010.01-0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH21,64222,781+1,1390.000.00-0.00buy
CAPTRUST FINANCIAL ADVISORS10,24611,368+1,1220.000.00-0.00buy
Page 1 of 5