Stock Transactions — PERELLA WEINBERG PARTNERS

Total Bought
7,957,385
94 transactions
Total Sold
5,185,280
71 transactions
Net
+2,772,105
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
FRONTIER CAPITAL MANAGEMENT CO LLC01,220,833+1,220,8330.000.22+0.22buy
ADAGE CAPITAL PARTNERS GP, L.L.C.1,872,5192,580,571+708,0520.060.07+0.00buy
MORGAN STANLEY468,4661,137,265+668,7990.000.00+0.00buy
Nuveen, LLC2,215,2622,861,405+646,1430.010.01+0.00buy
Boston Partners755,6091,378,939+623,3300.020.02+0.01buy
Aristotle Capital Boston, LLC0487,464+487,4640.000.46+0.46buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC3,566,5113,946,163+379,6520.200.19-0.01buy
MILLENNIUM MANAGEMENT LLC13,980279,025+265,0450.000.00+0.00buy
WESTWOOD HOLDINGS GROUP INC1,770,7642,024,905+254,1410.270.28+0.02buy
VANGUARD GROUP INC3,481,3933,722,756+241,3630.000.00-0.00buy
RAYMOND JAMES FINANCIAL INC1,123,2071,360,941+237,7340.010.01-0.00buy
FMR LLC9,603,3239,799,260+195,9370.010.01-0.00buy
EMERALD ADVISERS, LLC803,654988,706+185,0520.550.53-0.02buy
Ceredex Value Advisors LLC419,641599,650+180,0090.210.31+0.10buy
SEI INVESTMENTS CO75,857243,063+167,2060.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP422,144585,128+162,9840.000.00+0.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP854,967993,612+138,6450.010.01-0.00buy
First Eagle Investment Management, LLC467,792583,848+116,0560.020.02-0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC71,710181,033+109,3230.000.00+0.00buy
JANE STREET GROUP, LLC082,626+82,6260.000.00+0.00buy
BlackRock, Inc.4,668,2724,746,791+78,5190.000.00-0.00buy
Neuberger Berman Group LLC058,741+58,7410.000.00+0.00buy
WESBANCO BANK INC057,000+57,0000.000.03+0.03buy
EMERALD MUTUAL FUND ADVISERS TRUST494,652541,284+46,6320.540.46-0.09buy
WELLS FARGO & COMPANY/MN90,246133,949+43,7030.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC105,312146,143+40,8310.000.00+0.00buy
STATE STREET CORP1,758,7581,798,302+39,5440.000.00-0.00buy
STATE OF WISCONSIN INVESTMENT BOARD550,701589,057+38,3560.030.02-0.00buy
Amundi036,308+36,3080.000.00+0.00buy
FEDERATED HERMES, INC.032,700+32,7000.000.00+0.00buy
GOLDMAN SACHS GROUP INC1,506,1331,535,678+29,5450.000.00-0.00buy
D. E. Shaw & Co., Inc.028,993+28,9930.000.00+0.00buy
Campbell & CO Investment Adviser LLC027,952+27,9520.000.02+0.02buy
Squarepoint Ops LLC027,515+27,5150.000.00+0.00buy
Russell Investments Group, Ltd.696,121722,160+26,0390.020.01-0.00buy
Grandeur Peak Global Advisors, LLC635,323658,770+23,4471.821.53-0.28buy
State of Alaska, Department of Revenue2,52221,497+18,9750.000.00+0.00buy
AMERIPRISE FINANCIAL INC1,578,0981,596,022+17,9240.010.01-0.00buy
COMERICA BANK87416,554+15,6800.000.00+0.00buy
Invesco Ltd.112,608128,113+15,5050.000.00-0.00buy
FRANKLIN RESOURCES INC1,300,0251,315,333+15,3080.010.01-0.00buy
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY84,40397,010+12,6070.010.01-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC529,576541,419+11,8430.000.00-0.00buy
MIRABELLA FINANCIAL SERVICES LLP011,406+11,4060.000.02+0.02buy
Bridgefront Capital, LLC011,285+11,2850.000.05+0.05buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO65,18176,264+11,0830.000.00-0.00buy
Pictet Asset Management Holding SA010,804+10,8040.000.00+0.00buy
Alpine Global Management, LLC010,447+10,4470.000.04+0.04buy
Walleye Capital LLC1,455,8741,465,873+9,9990.250.14-0.11buy
AlphaQuest LLC1,23511,009+9,7740.000.01+0.01buy
SG Americas Securities, LLC9,13618,662+9,5260.000.00-0.00buy
Swiss National Bank116,800126,300+9,5000.000.00-0.00buy
Bank of New York Mellon Corp228,288234,334+6,0460.000.00-0.00buy
BANK OF AMERICA CORP /DE/924,686930,009+5,3230.000.00-0.00buy
Kemnay Advisory Services Inc.04,995+4,9950.000.01+0.01buy
AQR CAPITAL MANAGEMENT LLC38,59242,840+4,2480.000.00-0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,508,0471,511,986+3,9390.000.00-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM58,58961,786+3,1970.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/33,25136,300+3,0490.000.00-0.00buy
LPL Financial LLC16,18018,931+2,7510.000.00-0.00buy
Quantinno Capital Management LP21,63324,224+2,5910.000.00-0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC02,378+2,3780.000.00+0.00buy
BARCLAYS PLC94,72096,903+2,1830.000.00-0.00buy
CAPTRUST FINANCIAL ADVISORS9,78411,114+1,3300.000.00-0.00buy
US BANCORP \DE\12,30713,454+1,1470.000.00-0.00buy
HARBOR CAPITAL ADVISORS, INC.9,14110,138+9970.020.01-0.00buy
Tower Research Capital LLC (TRC)5,1416,105+9640.000.00-0.00buy
ProShare Advisors LLC10,63311,366+7330.000.00-0.00buy
KENNEDY CAPITAL MANAGEMENT LLC56,98657,646+6600.030.02-0.01buy
Bell Investment Advisors, Inc0370+3700.000.00+0.00buy
Larson Financial Group LLC37318+2810.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC1,1291,404+2750.000.00-0.00buy
Bleakley Financial Group, LLC21,77322,042+2690.010.01-0.00buy
Private Advisor Group, LLC71,45671,724+2680.010.01-0.00buy
Sterling Capital Management LLC151413+2620.000.00+0.00buy
LOOMIS SAYLES & CO L P514,745514,935+1900.010.01-0.00buy
AMALGAMATED BANK1,7911,954+1630.000.00-0.00buy
CWM, LLC4,3984,554+1560.000.00-0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0145+1450.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.0128+1280.000.00+0.00buy
Smartleaf Asset Management LLC356443+870.000.00-0.00buy
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/086+860.000.00+0.00buy
Wescott Financial Advisory Group, LLC20,26120,340+790.040.03-0.01buy
BROWN BROTHERS HARRIMAN & CO060+600.000.00+0.00buy
Physician Wealth Advisors, Inc.028+280.000.00+0.00buy
Farther Finance Advisors, LLC3861+230.000.00-0.00buy
Global Retirement Partners, LLC4768+210.000.00-0.00buy
MAI Capital Management020+200.000.00+0.00buy
SIGNATUREFD, LLC209226+170.000.00-0.00buy
Versant Capital Management, Inc1,2051,217+120.000.00-0.00buy
Sunbelt Securities, Inc.010+100.000.00+0.00buy
Allworth Financial LP1726+90.000.00+0.00buy
Optiver Holding B.V.488494+60.000.00-0.00buy
Compound Planning, Inc.16,22116,225+40.010.01-0.00buy
BESSEMER GROUP INC202000.000.000.00hold
Ameritas Investment Partners, Inc.5,1955,19500.000.00-0.00hold
INTECH INVESTMENT MANAGEMENT LLC22,93222,93200.000.00-0.00hold
MassMutual Private Wealth & Trust, FSB6600.000.00-0.00hold
SILVERCREST ASSET MANAGEMENT GROUP LLC427,640427,64000.060.05-0.01hold
WHITTIER TRUST CO OF NEVADA INC38838800.000.00-0.00hold
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