Stock TransactionsMORNINGSTAR INC

Total Bought
701,947
86 transactions
Total Sold
736,698
67 transactions
Net
-34,751
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC287,658540,795+253,1370.110.200.00buy
BALYASNY ASSET MANAGEMENT L.P.168,02641,333+126,6930.140.030.00sell
TWO SIGMA INVESTMENTS, LP36,237113,152+76,9150.030.080.00buy
GEODE CAPITAL MANAGEMENT, LLC561,431615,533+54,1020.020.020.00buy
RENAISSANCE TECHNOLOGIES LLC188,370235,270+46,9000.100.12+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP117,156162,936+45,7800.030.040.00buy
Qube Research & Technologies Ltd42,00087,483+45,4830.030.040.00buy
Premier Fund Managers Ltd150,000170,068+20,0681.811.88+0.07buy
Tribune Investment Group LP16,00036,000+20,0003.026.19+3.17buy
Allspring Global Investments Holdings, LLC272,951255,057+17,8940.150.130.00sell
NATIXIS15,90230,881+14,9790.030.05+0.02buy
Point72 Hong Kong Ltd64715,543+14,8960.010.30+0.28buy
Quantinno Capital Management LP6,92421,023+14,0990.020.040.00buy
Magnetar Financial LLC2,79815,496+12,6980.020.06+0.04buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND27,90615,900+12,0060.020.01-0.01sell
Praesidium Investment Management Company, LLC90,058101,472+11,4145.095.69+0.60buy
SCHRODER INVESTMENT MANAGEMENT GROUP100,185110,570+10,3850.030.03+0.00buy
JANUS HENDERSON GROUP PLC12,54321,770+9,2270.000.000.00buy
Holocene Advisors, LP13,22921,284+8,0550.010.02+0.00buy
CONGRESS ASSET MANAGEMENT CO49,04356,216+7,1730.110.13+0.01buy
AlphaQuest LLC9796,510+5,5310.050.230.00buy
COOPER INVESTORS PTY LTD21,27324,387+3,1141.131.19+0.06buy
PRUDENTIAL FINANCIAL INC17,35319,719+2,3660.010.010.00buy
PRINCIPAL FINANCIAL GROUP INC78,63976,327+2,3120.020.010.00sell
R Squared Ltd1202,240+2,1200.040.72+0.68buy
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,2374,043+1,8060.010.01+0.00buy
CANADA LIFE ASSURANCE Co22,98921,219+1,7700.010.01-0.00sell
CI INVESTMENTS INC.38,72040,407+1,6870.050.050.00buy
GEORGE KAISER FAMILY FOUNDATION7,6939,349+1,6560.380.41+0.03buy
Gotham Asset Management, LLC2,5954,104+1,5090.010.01+0.00buy
Legal & General Group Plc46,24547,689+1,4440.000.00-0.00buy
SEGALL BRYANT & HAMILL, LLC36,83238,216+1,3840.170.18+0.00buy
TOWNSQUARE CAPITAL LLC42,07540,782+1,2930.160.130.00sell
ALGERT GLOBAL LLC37,08638,156+1,0700.300.290.00buy
RHUMBLINE ADVISERS77,14276,177+9650.020.020.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO9,2958,349+9460.010.010.00sell
NORDEA INVESTMENT MANAGEMENT AB57,50558,426+9210.020.02-0.00buy
BARLOW WEALTH PARTNERS, INC.35,96236,722+7601.491.35-0.14buy
Corebridge Financial, Inc.30,87530,134+7410.060.050.00sell
OPPENHEIMER ASSET MANAGEMENT INC.13,32314,061+7380.050.050.00buy
Gibbs Wealth Management3,0623,728+6660.280.27-0.01buy
Vanguard Personalized Indexing Management, LLC3,2823,888+6060.020.020.00buy
COMMERCE BANK10,16610,771+6050.020.020.00buy
DIVERSIFY WEALTH MANAGEMENT, LLC2,8213,402+5810.070.07+0.00buy
Marks Group Wealth Management, Inc25,26125,821+5600.840.75-0.09buy
Petrus Trust Company, LTA9971,542+5450.030.04+0.01buy
Versant Capital Management, Inc285811+5260.020.040.00buy
Entropy Technologies, LP2,2572,757+5000.080.08+0.00buy
Dynamic Technology Lab Private Ltd1,8602,360+5000.100.10+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,9676,458+4910.010.01-0.00buy
Machina Capital S.A.S.8171,301+4840.120.12-0.00buy
Treasurer of the State of North Carolina11,73912,209+4700.020.010.00buy
Accretive Wealth Partners, LLC3,4113,794+3830.490.39-0.09buy
&PARTNERS2,6672,952+2850.010.01-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM25,97025,686+2840.010.01-0.00sell
Cardinal Capital Management12,06012,335+2750.640.57-0.06buy
Diversify Advisory Services, LLC1,0721,331+2590.020.02+0.00buy
Empire Life Investments Inc.6,8067,061+2550.140.14-0.01buy
HARBOR CAPITAL ADVISORS, INC.5,6265,864+2380.080.080.00buy
Precision Wealth Strategies, LLC2,5642,792+2280.670.64-0.03buy
Quarry LP542321+2210.040.020.00sell
DEARBORN PARTNERS LLC1,3301,546+2160.020.02+0.00buy
SIMON QUICK ADVISORS, LLC3,3403,555+2150.070.06-0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)6,8187,029+2110.010.010.00buy
YOUSIF CAPITAL MANAGEMENT, LLC9,4879,287+2000.040.030.00sell
Johnson Financial Group, Inc.215412+1970.000.01+0.00buy
PLANNING ALTERNATIVES LTD /ADV2,2542,407+1530.120.11-0.01buy
Bayforest Capital Ltd715855+1400.300.11-0.19buy
STATE OF MICHIGAN RETIREMENT SYSTEM6,4006,500+1000.010.01+0.00buy
Cadent Capital Advisors, LLC1,3961,489+930.160.17+0.01buy
WHITTIER TRUST CO271355+840.000.000.00buy
Callan Family Office, LLC782864+820.020.02+0.00buy
State of Alaska, Department of Revenue15,15715,237+800.060.050.00buy
LEVEL FOUR ADVISORY SERVICES, LLC3,7053,781+760.050.05-0.00buy
Smith Group Asset Management, LLC1,3901,450+600.030.03-0.00buy
Linden Thomas Advisory Services, LLC5,1515,200+490.220.20-0.02buy
Ballentine Partners, LLC1,2481,290+420.010.01-0.00buy
Financial Network Wealth Advisors LLC546+410.000.02+0.01buy
SHELL ASSET MANAGEMENT CO837803+340.010.010.00sell
Retirement Systems of Alabama32,85132,883+320.040.04-0.00buy
CIBC Private Wealth Group LLC5,8195,848+290.000.000.00buy
CIBC Asset Management Inc1,3271,355+280.000.000.00buy
Forum Financial Management, LP662689+270.000.00-0.00buy
Alliance Wealth Advisors, LLC /UT4,7934,819+260.420.38-0.04buy
Wallace Advisory Group, LLC1,0611,080+190.230.25+0.02buy
GENESIS PRIVATE WEALTH, LLC770788+180.140.13-0.02buy
Glenview Trust Co674683+90.000.00-0.00buy
YHB Investment Advisors, Inc.12,87612,884+80.360.32-0.03buy
ASSOCIATED BANC-CORP775782+70.010.01-0.00buy
V-Square Quantitative Management LLC139145+60.010.01-0.00buy
Whipplewood Advisors, LLC1823+50.000.00-0.00buy
GK Wealth Management LLC673678+50.290.25-0.03buy
FIDUCIARY TRUST CO1,0801,084+40.000.00-0.00buy
Spectrum Asset Management, Inc. (NB/CA)1,8071,810+30.270.24-0.03buy
BAKER TILLY WEALTH MANAGEMENT, LLC696698+20.090.08-0.01buy
Fifth Third Wealth Advisors LLC772774+20.010.01-0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC6,0056,007+20.040.03-0.02buy
Cedar Mountain Advisors, LLC7677+10.010.01-0.00buy
ANGELES WEALTH MANAGEMENT, LLC925926+10.030.02-0.00buy
LOOMIS SAYLES & CO L P2,4832,482-10.000.00+0.00sell
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