Stock TransactionsMORNINGSTAR INC

Total Bought
115,955
48 transactions
Total Sold
639,858
55 transactions
Net
-523,903
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
BALYASNY ASSET MANAGEMENT L.P.67,37534,465+32,9100.060.030.00sell
RENAISSANCE TECHNOLOGIES LLC215,900186,500+29,4000.100.10-0.00sell
WASATCH ADVISORS LP533,935562,099+28,1640.840.91+0.06buy
GEODE CAPITAL MANAGEMENT, LLC439,038459,385+20,3470.010.010.00buy
CANADA PENSION PLAN INVESTMENT BOARD35,00014,958+20,0420.010.000.00sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,075,7311,094,680+18,9490.100.10+0.00buy
TOWNSQUARE CAPITAL LLC31,49241,583+10,0910.160.190.00buy
Allspring Global Investments Holdings, LLC285,398291,490+6,0920.140.140.00buy
Copeland Capital Management, LLC100,331104,693+4,3620.580.59+0.01buy
Gotham Asset Management, LLC2,9116,272+3,3610.020.03+0.01buy
NORDEN GROUP LLC3,9596,752+2,7930.200.42+0.23buy
OPPENHEIMER ASSET MANAGEMENT INC.10,9388,189+2,7490.040.040.00sell
RHUMBLINE ADVISERS77,43274,880+2,5520.020.020.00sell
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
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM27,06925,660+1,4090.010.01-0.00sell
ROYCE & ASSOCIATES LP223,652224,994+1,3420.590.62+0.03buy
INCEPTIONR LLC1,1032,247+1,1440.230.18-0.05buy
Cardinal Capital Management10,69311,740+1,0470.580.59+0.01buy
BARLOW WEALTH PARTNERS, INC.31,90632,918+1,0121.301.37+0.07buy
ALGERT GLOBAL LLC16,41917,391+9720.190.210.00buy
Portside Wealth Group, LLC4,6435,599+9560.250.32+0.07buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,3626,417+9450.040.040.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO10,9019,973+9280.010.010.00sell
CIBC Private Wealth Group LLC4,3255,179+8540.000.000.00buy
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,9943,677+6830.100.13+0.03buy
CI INVESTMENTS INC.43,85544,502+6470.060.050.00buy
Precision Wealth Strategies, LLC1,5692,123+5540.440.62+0.18buy
AMERICAN CAPITAL MANAGEMENT INC142,727143,256+5291.401.42+0.02buy
Harvest Fund Management Co., Ltd423910+4870.000.00+0.00buy
BENJAMIN EDWARDS INC1,0521,467+4150.070.09+0.02buy
BNP Paribas Asset Management Holding S.A.10,43510,840+4050.010.01+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)5,6145,271+3430.010.010.00sell
PRINCIPAL FINANCIAL GROUP INC187,963187,631+3320.040.040.00sell
Marks Group Wealth Management, Inc24,02424,349+3250.780.78+0.00buy
TEXAS PERMANENT SCHOOL FUND CORP22,49822,796+2980.060.060.00buy
YOUSIF CAPITAL MANAGEMENT, LLC12,10311,871+2320.040.040.00sell
COMMERCE BANK12,56912,345+2240.030.030.00sell
Legacy Advisors, LLC2,7522,976+2240.100.12+0.01buy
AVANTAX ADVISORY SERVICES, INC.2,5532,764+2110.010.010.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM6,2006,400+2000.010.01+0.00buy
BCGM Wealth Management, LLC4,3084,500+1920.500.50-0.00buy
BAKER TILLY WEALTH MANAGEMENT, LLC3,7713,961+1900.180.22+0.04buy
PROFUND ADVISORS LLC8451,032+1870.010.010.00buy
Dundas Partners LLP598729+1310.010.02+0.00buy
HARBOR CAPITAL ADVISORS, INC.548667+1190.030.03-0.00buy
Quantinno Capital Management LP1,8121,924+1120.020.010.00buy
Accretive Wealth Partners, LLC3,3123,415+1030.460.44-0.01buy
Swiss National Bank50,50050,600+1000.010.01+0.00buy
B. Metzler seel. Sohn & Co. AG8,5128,604+920.030.03-0.00buy
SHELL ASSET MANAGEMENT CO976888+880.010.010.00sell
Retirement Systems of Alabama32,62332,709+860.040.04-0.00buy
Wallace Advisory Group, LLC1,1141,196+820.200.26+0.05buy
Treasurer of the State of North Carolina11,40211,482+800.020.020.00buy
INVESCO, LLC1,0091,038+290.130.14+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,7475,762+150.010.01+0.00buy
Vanguard Personalized Indexing Management, LLC2,7592,747+120.020.020.00sell
Linden Thomas Advisory Services, LLC7,3797,391+120.390.37-0.03buy
Ballentine Partners, LLC1,2031,215+120.010.01+0.00buy
NICHOLAS COMPANY, INC.26,30526,310+50.130.13+0.00buy
Sepio Capital, LP6,1206,114-60.150.16+0.01sell
JOHNSON INVESTMENT COUNSEL INC4,4274,403-240.010.01-0.00sell
Redmond Asset Management, LLC8,3598,335-240.770.82+0.05sell
SHELTON CAPITAL MANAGEMENT1,1391,100-390.010.01-0.00sell
HBK Sorce Advisory LLC896851-450.010.01-0.00sell
YHB Investment Advisors, Inc.14,09214,037-550.390.38-0.01sell
Claret Asset Management Corp767711-560.040.04-0.00sell
PARK AVENUE SECURITIES LLC1,7711,665-1060.010.01-0.00sell
CEERA INVESTMENTS, LLC9,9919,846-1451.351.33-0.02sell
Procyon Advisors, LLC2,2462,057-1890.050.05-0.01sell
Motley Fool Wealth Management, LLC24,00923,786-2230.360.38+0.02sell
DF DENT & CO INC47,42947,169-2600.180.18-0.00sell
Covey Capital Advisors, LLC3,4393,127-3121.251.16-0.08sell
Motley Fool Asset Management LLC15,17714,785-3920.320.29-0.03sell
NORDEA INVESTMENT MANAGEMENT AB65,60665,167-4390.020.02-0.00sell
BANK OF STOCKTON1,8281,389-4390.170.13-0.04sell
Atria Investments, Inc8,7358,268-4670.040.04-0.00sell
BESSEMER GROUP INC5,4554,927-5280.000.00-0.00sell
Chicago Capital, LLC59,80359,168-6350.620.56-0.06sell
Activest Wealth Management6810-6810.110.00-0.11sell
SEGALL BRYANT & HAMILL, LLC29,63228,935-6970.160.17+0.00sell
SEEDS INVESTOR LLC3,2962,416-8801.070.69-0.38sell
KORNITZER CAPITAL MANAGEMENT INC /KS27,82226,781-1,0410.150.15-0.00sell
Magnetar Financial LLC5,0303,956-1,0740.040.03-0.01sell
Southeast Asset Advisors, LLC22,20420,548-1,6560.840.76-0.08sell
ASHFORD CAPITAL MANAGEMENT INC7,8856,171-1,7140.300.26-0.04sell
Asset Management One Co., Ltd.38,28636,435-1,8510.040.04-0.00sell
AZZAD ASSET MANAGEMENT INC /ADV15,00312,645-2,3580.540.45-0.09sell
DUALITY ADVISERS, LP14,16111,401-2,7600.430.35-0.08sell
Fisher Asset Management, LLC22,95519,993-2,9620.000.00-0.00sell
CONFLUENCE INVESTMENT MANAGEMENT LLC71,39168,054-3,3370.290.28-0.01sell
Coronation Fund Managers Ltd.39,33335,811-3,5220.310.30-0.01sell
POLEN CAPITAL MANAGEMENT LLC13,7859,331-4,4540.010.01-0.00sell
Point72 Hong Kong Ltd8,9111,952-6,9590.150.03-0.12sell
CRAMER ROSENTHAL MCGLYNN LLC92,46585,435-7,0301.441.43-0.01sell
Liontrust Investment Partners LLP424,939411,161-13,7781.771.77+0.00sell
BAMCO INC /NY/1,322,4511,308,671-13,7801.011.08+0.07sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,246,5691,226,820-19,7490.890.88-0.02sell
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