Stock Transactions — SOLO BRANDS INC

Total Bought
4,656,546
48 transactions
Total Sold
9,029,612
72 transactions
Net
-4,373,066
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
AMERICAN CENTURY COMPANIES INC4,335,9595,176,268+840,3090.020.01-0.01buy
GSA CAPITAL PARTNERS LLP0488,155+488,1550.000.08+0.08buy
MARSHALL WACE, LLP0410,995+410,9950.000.00+0.00buy
Verition Fund Management LLC59,284399,705+340,4210.000.01+0.00buy
AQR CAPITAL MANAGEMENT LLC321,988657,293+335,3050.000.00-0.00buy
DIMENSIONAL FUND ADVISORS LP693,736977,623+283,8870.000.00-0.00buy
Divisadero Street Capital Management, LP0259,836+259,8360.000.13+0.13buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC639,222830,987+191,7650.080.04-0.05buy
Engineers Gate Manager LP91,340231,850+140,5100.020.01-0.00buy
Squarepoint Ops LLC73,240207,422+134,1820.000.00+0.00buy
Cambria Investment Management, L.P.0129,444+129,4440.000.02+0.02buy
SEI INVESTMENTS CO482,948582,210+99,2620.000.00-0.00buy
MILLENNIUM MANAGEMENT LLC67,552154,578+87,0260.000.00-0.00buy
Dynamic Technology Lab Private Ltd082,443+82,4430.000.02+0.02buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP080,443+80,4430.000.00+0.00buy
CITADEL ADVISORS LLC075,098+75,0980.000.00+0.00buy
Invesco Ltd.073,189+73,1890.000.00+0.00buy
CORNERCAP INVESTMENT COUNSEL INC97,125162,929+65,8040.100.05-0.04buy
SIMPLEX TRADING, LLC5,81559,321+53,5060.000.00+0.00buy
Lokken Investment Group LLC050,000+50,0000.000.05+0.05buy
GROUP ONE TRADING LLC29,21974,638+45,4190.010.01+0.00buy
West Tower Group, LLC039,000+39,0000.000.26+0.26buy
PANAGORA ASSET MANAGEMENT INC73,447111,582+38,1350.000.00-0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP54,55192,144+37,5930.000.00-0.00buy
ROYCE & ASSOCIATES LP036,972+36,9720.000.00+0.00buy
Hennion & Walsh Asset Management, Inc.80,514117,410+36,8960.030.01-0.01buy
LPL Financial LLC67,10894,058+26,9500.000.00-0.00buy
Empowered Funds, LLC327,222353,987+26,7650.050.01-0.04buy
Graham Capital Management, L.P.023,274+23,2740.000.00+0.00buy
Concurrent Investment Advisors, LLC73,21593,418+20,2030.020.01-0.01buy
Connor, Clark & Lunn Investment Management Ltd.103,015123,027+20,0120.000.00-0.00buy
JFG Wealth Management, LLC25,00045,000+20,0000.040.03-0.02buy
PRINCIPAL FINANCIAL GROUP INC019,682+19,6820.000.00+0.00buy
Virtu Financial LLC019,134+19,1340.000.00+0.00buy
Janney Montgomery Scott LLC105,115115,837+10,7220.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC359,412364,197+4,7850.000.00-0.00buy
Capital Advisors, Ltd. LLC02,433+2,4330.000.00+0.00buy
Balboa Wealth Partners11,75013,750+2,0000.020.01-0.01buy
NORTHERN TRUST CORP188,992190,899+1,9070.000.00-0.00buy
C M BIDWELL & ASSOCIATES LTD0900+9000.000.00+0.00buy
Parkside Financial Bank & Trust4,0774,918+8410.000.00-0.00buy
CITIGROUP INC2,7583,424+6660.000.00-0.00buy
EverSource Wealth Advisors, LLC0266+2660.000.00+0.00buy
TOWNSQUARE CAPITAL LLC90,00090,152+1520.010.00-0.01buy
NEW YORK STATE COMMON RETIREMENT FUND5,4055,552+1470.000.00-0.00buy
CIBC Private Wealth Group LLC0100+1000.000.00+0.00buy
Avior Wealth Management, LLC06+60.000.00+0.00buy
Farther Finance Advisors, LLC06+60.000.00+0.00buy
Ameritas Investment Partners, Inc.90690600.000.00-0.00hold
ALLIANCEBERNSTEIN L.P.13,88013,88000.000.00-0.00hold
Iron Gate Global Advisors LLC12,65012,65000.020.00-0.01hold
St. Johns Investment Management Company, LLC20020000.000.00-0.00hold
NORDEN GROUP LLC90,00090,00000.100.01-0.08hold
FIFTH THIRD BANCORP1,0001,00000.000.00-0.00hold
Legal & General Group Plc2,1192,11900.000.00-0.00hold
SUMMIT PARTNERS L P44,034,96044,034,96009.905.27-4.63hold
COMERICA BANK38838800.000.00-0.00hold
ZACKS INVESTMENT MANAGEMENT30,99730,980-170.000.00-0.00sell
NISA INVESTMENT ADVISORS, LLC340-340.000.00-0.00sell
AMERICAN INTERNATIONAL GROUP, INC.9,8889,803-850.000.00-0.00sell
CWM, LLC624454-1700.000.00-0.00sell
TOTH FINANCIAL ADVISORY CORP401201-2000.000.00-0.00sell
FMR LLC4,1843,867-3170.000.00-0.00sell
RHUMBLINE ADVISERS29,94729,566-3810.000.00-0.00sell
QUADRANT CAPITAL GROUP LLC6120-6120.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3,2742,259-1,0150.000.00-0.00sell
Russell Investments Group, Ltd.1,0280-1,0280.000.00-0.00sell
WINTON GROUP Ltd16,48615,433-1,0530.010.00-0.01sell
STRS OHIO97,30096,200-1,1000.000.00-0.00sell
Parallel Advisors, LLC1,3500-1,3500.000.00-0.00sell
NEW YORK STATE TEACHERS RETIREMENT SYSTEM1,7800-1,7800.000.00-0.00sell
FEDERATED HERMES, INC.18,27816,407-1,8710.000.00-0.00sell
Quarry LP2,0240-2,0240.010.00-0.01sell
AMALGAMATED BANK2,835770-2,0650.000.00-0.00sell
Advisory Services Network, LLC2,3660-2,3660.000.00-0.00sell
EntryPoint Capital, LLC3,7790-3,7790.020.00-0.02sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO6,7230-6,7230.000.00-0.00sell
State of Tennessee, Department of Treasury57,74250,289-7,4530.000.00-0.00sell
LAZARD ASSET MANAGEMENT LLC7,5850-7,5850.000.00-0.00sell
KENNEDY CAPITAL MANAGEMENT LLC608,183599,661-8,5220.080.03-0.06sell
Atria Wealth Solutions, Inc.10,0000-10,0000.000.00-0.00sell
Tower Research Capital LLC (TRC)18,2597,154-11,1050.000.00-0.00sell
Quantbot Technologies LP11,9710-11,9710.000.00-0.00sell
BARCLAYS PLC27,29013,907-13,3830.000.00-0.00sell
JPMORGAN CHASE & CO14,2380-14,2380.000.00-0.00sell
Bayesian Capital Management, LP15,1440-15,1440.010.00-0.01sell
Gladstone Institutional Advisory LLC15,7330-15,7330.010.00-0.01sell
AXQ CAPITAL, LP16,0720-16,0720.030.00-0.03sell
Point72 Middle East FZE16,7240-16,7240.010.00-0.01sell
RITHOLTZ WEALTH MANAGEMENT31,78314,161-17,6220.010.00-0.01sell
GEODE CAPITAL MANAGEMENT, LLC521,506503,421-18,0850.000.00-0.00sell
1620 INVESTMENT ADVISORS, INC.18,2640-18,2640.120.00-0.12sell
Bank of New York Mellon Corp175,770156,880-18,8900.000.00-0.00sell
UBS Group AG20,5510-20,5510.000.00-0.00sell
STATE STREET CORP449,167428,538-20,6290.000.00-0.00sell
JT Stratford LLC20,7570-20,7570.030.00-0.03sell
Yarbrough Capital, LLC21,6080-21,6080.010.00-0.01sell
NewEdge Advisors, LLC21,9640-21,9640.000.00-0.00sell
AIGEN INVESTMENT MANAGEMENT, LP23,7450-23,7450.030.00-0.03sell
HRT FINANCIAL LP44,36717,210-27,1570.000.00-0.00sell
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