Stock Transactions — TWFG INC

Total Bought
2,031,457
37 transactions
Total Sold
1,462,214
45 transactions
Net
+569,243
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
CENTRAL SECURITIES CORP0450,000+450,0000.001.02+1.02buy
T. Rowe Price Investment Management, Inc.2,455,3702,820,977+365,6070.050.05-0.01buy
RIVERBRIDGE PARTNERS LLC344,267542,661+198,3940.190.25+0.06buy
BRASADA CAPITAL MANAGEMENT, LP0169,416+169,4160.000.79+0.79buy
VICTORY CAPITAL MANAGEMENT INC223,298351,478+128,1800.010.01+0.00buy
FMR LLC968,0681,090,616+122,5480.000.00-0.00buy
Giverny Capital Inc.177,848300,317+122,4690.210.28+0.07buy
GEODE CAPITAL MANAGEMENT, LLC152,243219,781+67,5380.000.00+0.00buy
Woodline Partners LP058,003+58,0030.000.01+0.01buy
BAMCO INC /NY/902,061954,128+52,0670.090.07-0.02buy
Ascent Group, LLC48,54790,402+41,8550.070.09+0.02buy
TWO SIGMA INVESTMENTS, LP99,529139,192+39,6630.010.01-0.00buy
RAYMOND JAMES FINANCIAL INC029,650+29,6500.000.00+0.00buy
GOLDMAN SACHS GROUP INC67,78895,139+27,3510.000.00-0.00buy
Grandeur Peak Global Advisors, LLC80,257105,311+25,0540.340.39+0.05buy
VANGUARD GROUP INC619,991639,711+19,7200.000.00-0.00buy
Susquehanna Portfolio Strategies, LLC016,975+16,9750.000.01+0.01buy
UBS Group AG29,51546,172+16,6570.000.00+0.00buy
TWO SIGMA ADVISERS, LP50,70065,800+15,1000.000.00-0.00buy
AMERICAN CENTURY COMPANIES INC010,277+10,2770.000.00+0.00buy
SEVEN GRAND MANAGERS, LLC40,00050,000+10,0000.170.11-0.06buy
Bank of New York Mellon Corp09,432+9,4320.000.00+0.00buy
Russell Investments Group, Ltd.05,168+5,1680.000.00+0.00buy
STATE STREET CORP55,61560,615+5,0000.000.00-0.00buy
TD ASSET MANAGEMENT INC57,39462,362+4,9680.000.00-0.00buy
CITIGROUP INC04,513+4,5130.000.00+0.00buy
Alyeska Investment Group, L.P.211,586215,778+4,1920.030.02-0.01buy
PRICE T ROWE ASSOCIATES INC /MD/28,04731,218+3,1710.000.00-0.00buy
SEI INVESTMENTS CO9,31011,970+2,6600.000.00-0.00buy
NORTHERN TRUST CORP51,20453,852+2,6480.000.00-0.00buy
1832 Asset Management L.P.15,06316,663+1,6000.000.00-0.00buy
Schonfeld Strategic Advisors LLC12,96613,936+9700.000.00-0.00buy
State of Wyoming5,1885,355+1670.020.02-0.01buy
Aster Capital Management (DIFC) Ltd0166+1660.000.00+0.00buy
Federation des caisses Desjardins du Quebec0135+1350.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.647777+1300.000.00-0.00buy
FIFTH THIRD BANCORP429442+130.000.00-0.00buy
EMERALD MUTUAL FUND ADVISERS TRUST4,9004,90000.010.01-0.00hold
MCF Advisors LLC18318300.000.00-0.00hold
Gillson Capital LP147,500147,50000.390.35-0.04hold
Ghisallo Capital Management LLC100,000100,00000.090.09-0.00hold
FRANKLIN RESOURCES INC10,00010,00000.000.00-0.00hold
STATE OF WISCONSIN INVESTMENT BOARD22,61022,61000.000.00-0.00hold
ROYCE & ASSOCIATES LP57,01757,01700.020.02-0.00hold
ISLAY CAPITAL MANAGEMENT, LLC100-100.000.00-0.00sell
Quantbot Technologies LP4,0534,003-500.000.00-0.00sell
Park Place Capital Corp980-980.000.00-0.00sell
BlackRock, Inc.187,468187,337-1310.000.00-0.00sell
US BANCORP \DE\1,5501,319-2310.000.00-0.00sell
Tower Research Capital LLC (TRC)2720-2720.000.00-0.00sell
CWM, LLC1,000703-2970.000.00-0.00sell
GILDER GAGNON HOWE & CO LLC240,356240,013-3430.090.07-0.02sell
BLAIR WILLIAM & CO/IL28,48728,082-4050.000.00-0.00sell
ROYAL BANK OF CANADA5,6655,109-5560.000.00-0.00sell
NEXT CENTURY GROWTH INVESTORS LLC144,398143,340-1,0580.390.29-0.10sell
MORGAN STANLEY74,30669,994-4,3120.000.00-0.00sell
State of Tennessee, Department of Treasury4,4350-4,4350.000.00-0.00sell
Nuveen, LLC499,772495,092-4,6800.000.00-0.00sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,8000-5,8000.000.00-0.00sell
Symphony Financial, Ltd. Co.6,0490-6,0490.000.00-0.00sell
Man Group plc6,3710-6,3710.000.00-0.00sell
Virtu Financial LLC6,5230-6,5230.010.00-0.01sell
JPMORGAN CHASE & CO6,9030-6,9030.000.00-0.00sell
Graham Capital Management, L.P.7,6350-7,6350.010.00-0.01sell
Squarepoint Ops LLC8,0390-8,0390.000.00-0.00sell
D. E. Shaw & Co., Inc.8,4170-8,4170.000.00-0.00sell
ExodusPoint Capital Management, LP48,34139,667-8,6740.020.02-0.01sell
ENVESTNET ASSET MANAGEMENT INC9,7620-9,7620.000.00-0.00sell
HRT FINANCIAL LP11,4130-11,4130.000.00-0.00sell
PDT Partners, LLC14,0570-14,0570.030.00-0.03sell
XTX Topco Ltd14,8990-14,8990.020.00-0.02sell
BNP PARIBAS FINANCIAL MARKETS18,353544-17,8090.000.00-0.00sell
BANK OF AMERICA CORP /DE/50,61830,180-20,4380.000.00-0.00sell
BOOTHBAY FUND MANAGEMENT, LLC41,33420,000-21,3340.040.01-0.03sell
Qube Research & Technologies Ltd78,91052,693-26,2170.000.00-0.00sell
LPL Financial LLC31,8370-31,8370.000.00-0.00sell
CITADEL ADVISORS LLC32,0260-32,0260.000.00-0.00sell
JANE STREET GROUP, LLC34,8310-34,8310.000.00-0.00sell
ALLIANCEBERNSTEIN L.P.1,172,9851,137,987-34,9980.010.01-0.00sell
ACADIAN ASSET MANAGEMENT LLC71,73831,732-40,0060.010.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC79,00036,300-42,7000.000.00-0.00sell
Lighthouse Investment Partners, LLC53,9940-53,9940.080.00-0.08sell
Capital International Investors515,409447,021-68,3880.000.00-0.00sell
BALYASNY ASSET MANAGEMENT L.P.76,8710-76,8710.010.00-0.01sell
TUDOR INVESTMENT CORP ET AL78,1640-78,1640.020.00-0.02sell
MILLENNIUM MANAGEMENT LLC114,07422,811-91,2630.000.00-0.00sell
MARSHALL WACE, LLP128,6820-128,6820.010.00-0.01sell
LORD, ABBETT & CO. LLC245,50791,409-154,0980.030.01-0.02sell
DRIEHAUS CAPITAL MANAGEMENT LLC377,1380-377,1380.110.00-0.11sell
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