Stock Transactions — MORNINGSTAR INC

Total Bought
1,437,864
177 transactions
Total Sold
1,042,031
129 transactions
Net
+395,833
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
BANK OF AMERICA CORP /DE/1,292,3081,699,151+406,8430.040.05+0.01buy
WELLINGTON MANAGEMENT GROUP LLP509,486790,041+280,5550.030.04+0.02buy
MILLENNIUM MANAGEMENT LLC1,403126,064+124,6610.000.03+0.03buy
GOLDMAN SACHS GROUP INC163,311213,753+50,4420.010.01+0.00buy
ENVESTNET ASSET MANAGEMENT INC39,53780,807+41,2700.000.01+0.00buy
FMR LLC408,640447,489+38,8490.010.01+0.00buy
STATE STREET CORP741,535771,444+29,9090.010.01+0.00buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND029,413+29,4130.000.03+0.03buy
CONGRESS ASSET MANAGEMENT CO029,387+29,3870.000.06+0.06buy
WASATCH ADVISORS LP533,935562,099+28,1640.840.91+0.06buy
Cubist Systematic Strategies, LLC025,203+25,2030.000.09+0.09buy
GEODE CAPITAL MANAGEMENT, LLC439,038459,385+20,3470.010.01-0.00buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,075,7311,094,680+18,9490.100.10+0.00buy
BANK OF NOVA SCOTIA22,86941,567+18,6980.010.03+0.01buy
FIRST TRUST ADVISORS LP10,98629,157+18,1710.000.01+0.01buy
ING GROEP NV014,000+14,0000.000.03+0.03buy
BARCLAYS PLC23,84134,993+11,1520.000.00+0.00buy
SG Americas Securities, LLC2,17813,202+11,0240.010.02+0.01buy
Qube Research & Technologies Ltd010,815+10,8150.000.01+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,46211,756+10,2940.000.00+0.00buy
TOWNSQUARE CAPITAL LLC31,49241,583+10,0910.150.19+0.03buy
BANK OF MONTREAL /CAN/4,66113,295+8,6340.000.00+0.00buy
UBS Group AG11,30319,446+8,1430.000.00+0.00buy
CW Advisors, LLC07,915+7,9150.000.04+0.04buy
Cerity Partners LLC3,02910,664+7,6350.000.01+0.01buy
PRUDENTIAL FINANCIAL INC4,73212,216+7,4840.000.01+0.00buy
HighTower Advisors, LLC9,18715,954+6,7670.000.01+0.00buy
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM39,89146,416+6,5250.010.01+0.00buy
CIBC WORLD MARKETS CORP06,386+6,3860.000.01+0.01buy
CITIGROUP INC6,22112,385+6,1640.000.00+0.00buy
Allspring Global Investments Holdings, LLC285,398291,490+6,0920.140.14+0.00buy
NORGES BANK299,798305,207+5,4090.010.01-0.00buy
AQR CAPITAL MANAGEMENT LLC5,62710,995+5,3680.000.01+0.00buy
NATIONAL BANK OF CANADA /FI/23,15828,229+5,0710.010.01+0.00buy
STRS OHIO04,634+4,6340.000.01+0.01buy
Copeland Capital Management, LLC100,331104,693+4,3620.580.59+0.01buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC46,90450,984+4,0800.010.01+0.00buy
VANGUARD GROUP INC2,576,6702,580,713+4,0430.020.02-0.00buy
Tidal Investments LLC03,913+3,9130.000.02+0.02buy
SEI INVESTMENTS CO123,450126,932+3,4820.060.06+0.00buy
Gotham Asset Management, LLC2,9116,272+3,3610.020.03+0.01buy
Scientech Research LLC03,283+3,2830.000.54+0.54buy
BNP PARIBAS FINANCIAL MARKETS2,9946,114+3,1200.000.00+0.00buy
Quantbot Technologies LP3,8316,914+3,0830.060.12+0.06buy
Trexquant Investment LP02,883+2,8830.000.02+0.02buy
Pathstone Holdings, LLC5,4988,295+2,7970.010.01+0.00buy
NORDEN GROUP LLC3,9596,752+2,7930.200.16-0.04buy
Neuberger Berman Group LLC12,75415,488+2,7340.000.00+0.00buy
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,0624,792+2,7300.010.02+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC181,600184,172+2,5720.010.01-0.00buy
Jump Financial, LLC6,1948,610+2,4160.060.07+0.02buy
Aquatic Capital Management LLC4002,800+2,4000.000.03+0.03buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC02,122+2,1220.000.03+0.03buy
EXCHANGE TRADED CONCEPTS, LLC02,037+2,0370.000.02+0.02buy
Graham Capital Management, L.P.02,028+2,0280.000.02+0.02buy
Kensington Investment Counsel, LLC8,31710,322+2,0051.251.45+0.21buy
NATIXIS27,00029,000+2,0000.060.05-0.01buy
CANADA LIFE ASSURANCE Co15,69917,696+1,9970.010.01+0.00buy
Alliance Wealth Advisors, LLC /UT2,5414,483+1,9420.240.41+0.17buy
Ensign Peak Advisors, Inc11,45513,375+1,9200.010.01+0.00buy
Y-Intercept (Hong Kong) Ltd01,836+1,8360.000.04+0.04buy
TRUIST FINANCIAL CORP2,0063,804+1,7980.000.00+0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE21,90423,477+1,5730.000.01+0.00buy
Cetera Investment Advisers8442,366+1,5220.000.00-0.00buy
Entropy Technologies, LP01,386+1,3860.000.05+0.05buy
Edgestream Partners, L.P.01,383+1,3830.000.02+0.02buy
ROYCE & ASSOCIATES LP223,652224,994+1,3420.590.62+0.03buy
Virtu Financial LLC01,316+1,3160.000.03+0.03buy
Maven Securities LTD01,300+1,3000.000.02+0.02buy
Ethic Inc.1,1382,325+1,1870.010.02+0.01buy
Pearl River Capital, LLC01,174+1,1740.000.06+0.06buy
Petrus Trust Company, LTA01,151+1,1510.000.03+0.03buy
AlphaQuest LLC01,145+1,1450.000.06+0.06buy
INCEPTIONR LLC1,1032,247+1,1440.230.18-0.05buy
XTX Topco Ltd01,115+1,1150.000.05+0.05buy
Cardinal Capital Management10,69311,740+1,0470.580.59+0.01buy
BARLOW WEALTH PARTNERS, INC.31,90632,918+1,0121.301.37+0.07buy
Cresset Asset Management, LLC01,011+1,0110.000.00+0.00buy
ALGERT GLOBAL LLC16,41917,391+9720.190.21+0.02buy
Portside Wealth Group, LLC4,6435,599+9560.250.32+0.07buy
MORGAN STANLEY1,936,0551,936,979+9240.050.05-0.00buy
CIBC Private Wealth Group LLC4,3255,179+8540.000.00+0.00buy
CWM, LLC3241,107+7830.000.00+0.00buy
GREAT VALLEY ADVISOR GROUP, INC.0703+7030.000.01+0.01buy
Glenview Trust Co0696+6960.000.00+0.00buy
Verition Fund Management LLC1,0761,771+6950.000.01+0.00buy
AMERICAN CENTURY COMPANIES INC1,7482,437+6890.000.00+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS6,5077,194+6870.000.00+0.00buy
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,9943,677+6830.100.13+0.03buy
Symmetry Partners, LLC0677+6770.000.02+0.02buy
Meiji Yasuda Asset Management Co Ltd.0667+6670.000.01+0.01buy
KESTRA PRIVATE WEALTH SERVICES, LLC7551,417+6620.010.01+0.00buy
RITHOLTZ WEALTH MANAGEMENT0651+6510.000.01+0.01buy
CI INVESTMENTS INC.43,85544,502+6470.060.05-0.01buy
PRINCIPAL SECURITIES, INC.101741+6400.000.01+0.01buy
ALLIANCEBERNSTEIN L.P.33,60734,244+6370.000.00+0.00buy
Precision Wealth Strategies, LLC1,5692,123+5540.440.62+0.18buy
MML INVESTORS SERVICES, LLC5,2265,770+5440.010.01+0.00buy
AMERICAN CAPITAL MANAGEMENT INC142,727143,256+5291.401.42+0.02buy
Harvest Fund Management Co., Ltd423910+4870.020.03+0.01buy
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