Stock Transactions — PERELLA WEINBERG PARTNERS

Total Bought
9,294,244
96 transactions
Total Sold
6,783,983
77 transactions
Net
+2,510,261
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Nuveen, LLC128,6722,215,262+2,086,5900.000.01+0.01buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,268,2653,566,511+1,298,2460.120.20+0.08buy
FMR LLC8,506,9419,603,323+1,096,3820.010.01+0.00buy
Rockefeller Capital Management L.P.0714,944+714,9440.000.03+0.03buy
WESTWOOD HOLDINGS GROUP INC1,442,7961,770,764+327,9680.200.27+0.07buy
CITADEL ADVISORS LLC0301,271+301,2710.000.01+0.01buy
DIMENSIONAL FUND ADVISORS LP155,759422,144+266,3850.000.00+0.00buy
EMERALD ADVISERS, LLC568,206803,654+235,4480.400.55+0.14buy
ROYCE & ASSOCIATES LP928,3931,163,300+234,9070.190.25+0.06buy
Lighthouse Investment Partners, LLC0208,034+208,0340.000.16+0.16buy
JPMORGAN CHASE & CO32,684238,018+205,3340.000.00+0.00buy
RAYMOND JAMES FINANCIAL INC918,3401,123,207+204,8670.010.01+0.00buy
Boston Partners586,419755,609+169,1900.010.02+0.00buy
Russell Investments Group, Ltd.544,836696,121+151,2850.010.02+0.00buy
Ranger Investment Management, L.P.247,475395,785+148,3100.340.59+0.25buy
FRANKLIN RESOURCES INC1,157,6531,300,025+142,3720.010.01+0.00buy
EMERALD MUTUAL FUND ADVISERS TRUST367,163494,652+127,4890.430.54+0.11buy
Penn Capital Management Company, LLC582,810690,318+107,5080.981.13+0.15buy
Walleye Capital LLC1,372,8661,455,874+83,0080.250.25+0.01buy
FIRST TRUST ADVISORS LP145,965227,898+81,9330.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC23,664105,312+81,6480.000.00+0.00buy
Pier Capital, LLC394,128474,872+80,7441.171.58+0.41buy
Calamos Advisors LLC079,562+79,5620.000.01+0.01buy
STATE STREET CORP1,681,2601,758,758+77,4980.000.00+0.00buy
UBS Group AG247,237324,649+77,4120.000.00+0.00buy
GOLDMAN SACHS GROUP INC1,436,4451,506,133+69,6880.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND396,156465,660+69,5040.010.01+0.00buy
First Eagle Investment Management, LLC406,078467,792+61,7140.020.02+0.00buy
ROYAL BANK OF CANADA22,88883,592+60,7040.000.00+0.00buy
Invesco Ltd.61,880112,608+50,7280.000.00+0.00buy
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1,263,2201,292,524+29,3041.221.28+0.06buy
Man Group plc30,98457,149+26,1650.000.00+0.00buy
Engineers Gate Manager LP024,718+24,7180.000.01+0.01buy
BlackRock, Inc.4,644,3744,668,272+23,8980.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC34,83956,986+22,1470.020.03+0.01buy
AVIVA PLC021,835+21,8350.000.00+0.00buy
Quantinno Capital Management LP021,633+21,6330.000.00+0.00buy
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY63,72984,403+20,6740.010.01+0.00buy
WELLS FARGO & COMPANY/MN70,82090,246+19,4260.000.00+0.00buy
BANK OF AMERICA CORP /DE/906,775924,686+17,9110.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,490,6501,508,047+17,3970.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC512,292529,576+17,2840.000.00+0.00buy
Creative Planning37,88351,943+14,0600.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC013,980+13,9800.000.00+0.00buy
LOOMIS SAYLES & CO L P502,347514,745+12,3980.010.01+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO52,84165,181+12,3400.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS09,784+9,7840.000.00+0.00buy
Kings Path Partners LLC13,76022,060+8,3000.110.17+0.07buy
AQR CAPITAL MANAGEMENT LLC30,42138,592+8,1710.000.00+0.00buy
RHUMBLINE ADVISERS81,58887,020+5,4320.000.00+0.00buy
SEI INVESTMENTS CO70,94075,857+4,9170.000.00+0.00buy
WASATCH ADVISORS LP1,321,5691,326,164+4,5950.130.15+0.02buy
SIMPLEX TRADING, LLC04,426+4,4260.000.00+0.00buy
NORTHERN TRUST CORP512,510516,581+4,0710.000.00+0.00buy
Swiss National Bank112,800116,800+4,0000.000.00+0.00buy
AMERIPRISE FINANCIAL INC1,575,0631,578,098+3,0350.010.01+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/30,44633,251+2,8050.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey14,21916,889+2,6700.000.00+0.00buy
State of Alaska, Department of Revenue02,522+2,5220.000.00+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH42,14544,489+2,3440.000.00+0.00buy
LPL Financial LLC14,59316,180+1,5870.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.50,09051,556+1,4660.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC01,129+1,1290.000.00+0.00buy
MARTINGALE ASSET MANAGEMENT L P58,06059,068+1,0080.030.03+0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM4,7245,510+7860.000.00+0.00buy
Arax Advisory Partners55837+7820.000.00+0.00buy
Arizona State Retirement System17,23117,814+5830.000.00+0.00buy
Optiver Holding B.V.0488+4880.000.00+0.00buy
CWM, LLC3,9364,398+4620.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.6,0856,488+4030.000.00+0.00buy
WHITTIER TRUST CO OF NEVADA INC0388+3880.000.00+0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS10,15510,491+3360.000.00+0.00buy
Smartleaf Asset Management LLC32356+3240.000.00+0.00buy
Bleakley Financial Group, LLC21,54321,773+2300.010.01+0.00buy
Mariner, LLC16,32516,552+2270.000.00-0.00buy
Private Advisor Group, LLC71,23671,456+2200.010.01+0.00buy
INTECH INVESTMENT MANAGEMENT LLC22,72922,932+2030.000.00+0.00buy
MATHER GROUP, LLC.0147+1470.000.00+0.00buy
COMERICA BANK767874+1070.000.00+0.00buy
Quarry LP0102+1020.000.00+0.00buy
Johnson Financial Group, Inc.081+810.000.00+0.00buy
Aster Capital Management (DIFC) Ltd114151+370.000.00+0.00buy
TD PRIVATE CLIENT WEALTH LLC036+360.000.00+0.00buy
SIGNATUREFD, LLC182209+270.000.00+0.00buy
Larson Financial Group LLC1237+250.000.00+0.00buy
IFP Advisors, Inc021+210.000.00-0.00buy
BESSEMER GROUP INC020+200.000.000.00buy
Grey Fox Wealth Advisors, LLC020+200.000.00+0.00buy
JPL Wealth Management, LLC020+200.000.00+0.00buy
Allworth Financial LP217+150.000.00+0.00buy
Global Retirement Partners, LLC3247+150.000.00+0.00buy
Advisory Services Network, LLC014+140.000.00+0.00buy
Farther Finance Advisors, LLC2838+100.000.00+0.00buy
Sterling Capital Management LLC147151+40.000.00+0.00buy
Parallel Advisors, LLC182186+40.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM58,58758,589+20.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB6600.000.00+0.00hold
JANUS HENDERSON GROUP PLC22,59422,59400.000.00+0.00hold
ASSETMARK, INC1,4411,44100.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)20,49820,49800.000.00+0.00hold
Page 1 of 2