Stock Transactions — PERELLA WEINBERG PARTNERS

Total Bought
8,996,673
91 transactions
Total Sold
3,469,722
70 transactions
Net
+5,526,951
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Capital World Investors02,602,595+2,602,5950.000.01+0.01buy
Aristotle Capital Boston, LLC487,4641,233,458+745,9940.461.39+0.93buy
FRONTIER CAPITAL MANAGEMENT CO LLC1,220,8331,867,595+646,7620.220.35+0.12buy
Boston Partners1,378,9391,983,844+604,9050.020.04+0.01buy
BANK OF AMERICA CORP /DE/930,0091,316,482+386,4730.000.00+0.00buy
AMERIPRISE FINANCIAL INC1,596,0221,967,170+371,1480.010.01+0.00buy
SEI INVESTMENTS CO243,063610,588+367,5250.000.01+0.01buy
MARSHALL WACE, LLP0316,929+316,9290.000.01+0.01buy
GOLDMAN SACHS GROUP INC1,535,6781,841,280+305,6020.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP585,128852,987+267,8590.000.00+0.00buy
GW&K Investment Management, LLC797,4941,054,005+256,5110.120.17+0.05buy
FMR LLC9,799,26010,044,082+244,8220.010.01+0.00buy
WELLINGTON MANAGEMENT GROUP LLP3,757,8593,925,854+167,9950.010.01+0.00buy
J. Goldman & Co LP0145,619+145,6190.000.12+0.12buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC3,946,1634,076,313+130,1500.190.24+0.05buy
Nuveen, LLC2,861,4052,975,457+114,0520.010.01+0.00buy
AQR CAPITAL MANAGEMENT LLC42,840154,497+111,6570.000.00+0.00buy
Russell Investments Group, Ltd.722,160832,362+110,2020.010.02+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,511,9861,613,673+101,6870.000.00+0.00buy
Riverwater Partners LLC090,241+90,2410.000.55+0.55buy
EMERALD MUTUAL FUND ADVISERS TRUST541,284621,774+80,4900.460.55+0.09buy
Bull Street Advisors, LLC063,278+63,2780.000.57+0.57buy
NATIXIS053,900+53,9000.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS14,05756,155+42,0980.000.00+0.00buy
ROYCE & ASSOCIATES LP932,891971,991+39,1000.160.17+0.01buy
NORTHERN TRUST CORP496,822535,802+38,9800.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP51,46690,142+38,6760.000.00+0.00buy
Vident Advisory, LLC036,428+36,4280.000.01+0.01buy
SILVERCREST ASSET MANAGEMENT GROUP LLC427,640463,433+35,7930.050.06+0.01buy
ADAGE CAPITAL PARTNERS GP, L.L.C.2,580,5712,611,858+31,2870.070.07+0.01buy
First Eagle Investment Management, LLC583,848615,057+31,2090.020.02+0.00buy
EMERALD ADVISERS, LLC988,7061,019,869+31,1630.530.59+0.06buy
FRANKLIN RESOURCES INC1,315,3331,345,374+30,0410.010.01+0.00buy
BlackRock, Inc.4,746,7914,775,776+28,9850.000.00+0.00buy
FIFTH THIRD BANCORP6427,616+27,5520.000.00+0.00buy
WESBANCO BANK INC57,00084,000+27,0000.030.04+0.02buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM61,78686,364+24,5780.000.00+0.00buy
Voleon Capital Management LP022,823+22,8230.000.01+0.01buy
DARK FOREST CAPITAL MANAGEMENT LP022,639+22,6390.000.04+0.04buy
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY97,010119,272+22,2620.010.02+0.00buy
IEQ CAPITAL, LLC016,622+16,6220.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV014,465+14,4650.000.00+0.00buy
JANUS HENDERSON GROUP PLC22,59436,494+13,9000.000.00+0.00buy
RITHOLTZ WEALTH MANAGEMENT013,710+13,7100.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC541,419553,135+11,7160.000.00+0.00buy
DEUTSCHE BANK AG\45,26056,829+11,5690.000.00+0.00buy
PRUDENTIAL FINANCIAL INC010,030+10,0300.000.00+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC2,37812,252+9,8740.000.00+0.00buy
Quantinno Capital Management LP24,22432,791+8,5670.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/36,30044,570+8,2700.000.00+0.00buy
CWM, LLC4,55412,642+8,0880.000.00+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)15,77523,225+7,4500.000.00+0.00buy
Swiss National Bank126,300131,900+5,6000.000.00+0.00buy
Penn Capital Management Company, LLC34,46440,012+5,5480.050.06+0.01buy
JONES FINANCIAL COMPANIES LLLP04,742+4,7420.000.00+0.00buy
COMMERCE BANK12,04015,848+3,8080.000.00+0.00buy
Bank of New York Mellon Corp234,334237,570+3,2360.000.00+0.00buy
LPL Financial LLC18,93121,623+2,6920.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS11,11413,719+2,6050.000.00+0.00buy
Mariner, LLC16,22418,778+2,5540.000.00+0.00buy
RHUMBLINE ADVISERS76,10378,641+2,5380.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC57,64659,566+1,9200.020.02+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28,85830,670+1,8120.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.5,5146,852+1,3380.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC146,143147,039+8960.000.00-0.00buy
Allworth Financial LP26733+7070.000.00+0.00buy
Creative Planning41,91742,580+6630.000.00+0.00buy
Neuberger Berman Group LLC58,74159,376+6350.000.00+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.13,53514,086+5510.000.00+0.00buy
Arizona State Retirement System17,76618,312+5460.000.00+0.00buy
ASSETMARK, INC1,4411,951+5100.000.00+0.00buy
Aster Capital Management (DIFC) Ltd0460+4600.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC1,4041,850+4460.000.00+0.00buy
US BANCORP \DE\13,45413,887+4330.000.00+0.00buy
Private Advisor Group, LLC71,72472,012+2880.010.01+0.00buy
IFP Advisors, Inc21271+2500.000.00+0.00buy
HUNTINGTON NATIONAL BANK086+860.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC38124+860.000.00+0.00buy
Parallel Advisors, LLC182264+820.000.00+0.00buy
Wescott Financial Advisory Group, LLC20,34020,422+820.030.03+0.00buy
GAMMA Investing LLC353427+740.000.00+0.00buy
MAI Capital Management2067+470.000.00+0.00buy
True Wealth Design, LLC3777+400.000.00+0.00buy
Farther Finance Advisors, LLC6185+240.000.00+0.00buy
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/86106+200.000.00+0.00buy
JPL Wealth Management, LLC020+200.000.00+0.00buy
HARBOUR INVESTMENTS, INC.017+170.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB620+140.000.00+0.00buy
Advisory Services Network, LLC014+140.000.00+0.00buy
Sterling Capital Management LLC413424+110.000.00+0.00buy
SJS Investment Consulting Inc.07+70.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO76,26476,26400.000.00+0.00hold
Ameritas Investment Partners, Inc.5,1955,19500.000.00+0.00hold
ALLIANCEBERNSTEIN L.P.50,09050,09000.000.00+0.00hold
WHITTIER TRUST CO OF NEVADA INC38838800.000.00-0.00hold
State of Alaska, Department of Revenue21,49721,49700.000.00+0.00hold
Ancora Advisors LLC208,276208,27600.070.08+0.01hold
Johnson Financial Group, Inc.818100.000.00+0.00hold
KLP KAPITALFORVALTNING AS14,20014,20000.000.00+0.00hold
Avion Wealth313100.000.000.00hold
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