Stock TransactionsMORNINGSTAR INC

Total Bought
557,714
18 transactions
Total Sold
214,355
22 transactions
Net
+343,359
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC875,9281,254,599+378,6710.520.690.00buy
BAMCO INC /NY/1,128,5191,228,417+99,8980.690.670.00buy
PRINCIPAL FINANCIAL GROUP INC160,328117,034+43,2940.020.020.00sell
Select Equity Group, L.P.3,900,0903,937,634+37,5442.992.90-0.09buy
Allspring Global Investments Holdings, LLC223,572191,691+31,8810.080.060.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC50,40018,600+31,8000.280.090.00sell
RENAISSANCE TECHNOLOGIES LLC311,600292,800+18,8000.090.09-0.00sell
GEODE CAPITAL MANAGEMENT, LLC377,389392,511+15,1220.010.010.00buy
MILLENNIUM MANAGEMENT LLC343,481332,294+11,1870.110.090.00sell
TOWNSQUARE CAPITAL LLC21,75932,228+10,4690.100.120.00buy
NORDEA INVESTMENT MANAGEMENT AB75,51967,251+8,2680.020.020.00sell
LAZARD ASSET MANAGEMENT LLC80,57674,263+6,3130.020.020.00sell
ALGERT GLOBAL LLC29,95135,631+5,6800.290.300.00buy
AZZAD ASSET MANAGEMENT INC /ADV10,87115,471+4,6000.310.410.00buy
Quantinno Capital Management LP5,7581,736+4,0220.080.020.00sell
ALPS ADVISORS INC4,0635,866+1,8030.010.010.00buy
CI INVESTMENTS INC.47,40345,862+1,5410.050.050.00sell
Chicago Capital, LLC64,31563,389+9260.650.560.00sell
SEGALL BRYANT & HAMILL, LLC38,51739,363+8460.080.080.00buy
Vestmark Advisory Solutions, Inc.2,4933,269+7760.020.020.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO12,48611,762+7240.010.010.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM31,68131,091+5900.010.01-0.00sell
AIGEN INVESTMENT MANAGEMENT, LP1,0581,551+4930.030.040.00buy
BESSEMER GROUP INC8,0838,562+4790.000.00-0.00buy
AVANTAX ADVISORY SERVICES, INC.3,8394,234+3950.010.010.00buy
Treasurer of the State of North Carolina10,87211,232+3600.010.010.00buy
OPPENHEIMER ASSET MANAGEMENT INC.7,5387,208+3300.020.020.00sell
CIBC Private Wealth Group LLC1,5951,346+2490.000.000.00sell
Coronation Fund Managers Ltd.41,05541,300+2450.220.22-0.00buy
COMMERCE BANK14,03014,213+1830.020.020.00buy
Sepio Capital, LP6,9356,755+1800.130.110.00sell
HARBOR CAPITAL ADVISORS, INC.607755+1480.040.030.00buy
CEERA INVESTMENTS, LLC12,56612,456+1101.631.410.00sell
SHELL ASSET MANAGEMENT CO1,2971,290+70.010.010.00sell
Pekin Hardy Strauss, Inc.1,8771,879+20.060.060.00buy
WELCH & FORBES LLC1,2621,260-20.000.00-0.00sell
JOHNSON INVESTMENT COUNSEL INC4,5084,427-810.010.01-0.00sell
NEW YORK STATE COMMON RETIREMENT FUND54,36253,833-5290.020.01-0.00sell
CRAMER ROSENTHAL MCGLYNN LLC80,30973,274-7,0350.740.72-0.02sell
WASATCH ADVISORS LP554,747508,261-46,4860.700.60-0.10sell
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