Stock TransactionsMORNINGSTAR INC

Total Bought
341,104
57 transactions
Total Sold
538,515
67 transactions
Net
-197,411
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC126,064320,186+194,1220.040.100.00buy
PRINCIPAL FINANCIAL GROUP INC187,631109,940+77,6910.040.020.00sell
WASATCH ADVISORS LP562,099610,925+48,8260.910.97+0.06buy
GEODE CAPITAL MANAGEMENT, LLC459,385486,974+27,5890.010.010.00buy
RENAISSANCE TECHNOLOGIES LLC186,500176,870+9,6300.100.10-0.00sell
Allspring Global Investments Holdings, LLC291,490282,534+8,9560.140.140.00sell
DF DENT & CO INC47,16954,783+7,6140.180.21+0.03buy
CONGRESS ASSET MANAGEMENT CO29,38735,616+6,2290.060.08+0.01buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,094,6801,099,502+4,8220.100.10-0.00buy
SEGALL BRYANT & HAMILL, LLC28,93533,341+4,4060.170.17+0.01buy
Swiss National Bank50,60054,700+4,1000.010.01+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.8,18911,827+3,6380.040.040.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP11,75615,233+3,4770.000.000.00buy
M&G Plc169,783173,105+3,3220.200.20+0.00buy
ALGERT GLOBAL LLC17,39120,289+2,8980.210.210.00buy
CANADA LIFE ASSURANCE Co17,69620,495+2,7990.010.01+0.00buy
Edgestream Partners, L.P.1,3834,117+2,7340.020.06+0.04buy
1832 Asset Management L.P.11,20013,900+2,7000.010.01+0.00buy
Atria Investments, Inc8,2685,703+2,5650.040.02-0.01sell
HARBOR CAPITAL ADVISORS, INC.6672,637+1,9700.030.06+0.03buy
Quantinno Capital Management LP1,9243,787+1,8630.010.020.00buy
AMERICAN CAPITAL MANAGEMENT INC143,256144,823+1,5671.421.43+0.02buy
TEXAS PERMANENT SCHOOL FUND CORP22,79621,263+1,5330.060.060.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM25,66027,040+1,3800.010.01-0.00buy
SIMON QUICK ADVISORS, LLC2,5343,906+1,3720.060.08+0.02buy
Magnetar Financial LLC3,9565,281+1,3250.030.03+0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)5,2716,505+1,2340.010.010.00buy
CI INVESTMENTS INC.44,50245,609+1,1070.050.050.00buy
Motley Fool Wealth Management, LLC23,78624,808+1,0220.380.37-0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND6,4175,417+1,0000.040.030.00sell
CW Advisors, LLC7,9158,900+9850.040.04-0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC11,87110,927+9440.040.040.00sell
RHUMBLINE ADVISERS74,88075,749+8690.020.020.00buy
TOWNSQUARE CAPITAL LLC41,58342,416+8330.190.170.00buy
CIBC Private Wealth Group LLC5,1795,885+7060.000.000.00buy
COMMERCE BANK12,34511,684+6610.030.020.00sell
BARLOW WEALTH PARTNERS, INC.32,91833,503+5851.371.41+0.04buy
BNP Paribas Asset Management Holding S.A.10,84011,387+5470.010.01-0.00buy
WELCH & FORBES LLC1,2251,734+5090.010.01+0.00buy
CIBC Asset Management Inc7481,218+4700.000.000.00buy
Gibbs Wealth Management1,7862,249+4630.320.27-0.05buy
Dundas Partners LLP7291,114+3850.020.03+0.01buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO9,97310,308+3350.010.010.00buy
Marks Group Wealth Management, Inc24,34924,667+3180.780.77-0.02buy
Precision Wealth Strategies, LLC2,1232,436+3130.620.74+0.13buy
PROFUND ADVISORS LLC1,032757+2750.010.010.00sell
Copeland Capital Management, LLC104,693104,968+2750.590.58-0.01buy
Vanguard Personalized Indexing Management, LLC2,7473,003+2560.020.020.00buy
B. Metzler seel. Sohn & Co. AG8,6048,783+1790.030.03-0.00buy
Cadent Capital Advisors, LLC1,2331,396+1630.150.17+0.02buy
Treasurer of the State of North Carolina11,48211,619+1370.020.010.00buy
Alliance Wealth Advisors, LLC /UT4,4834,618+1350.410.40-0.01buy
Cardinal Capital Management11,74011,839+990.590.59+0.00buy
Empire Life Investments Inc.6,6596,750+910.130.13-0.00buy
GEORGE KAISER FAMILY FOUNDATION7,6387,693+550.450.40-0.04buy
GREAT VALLEY ADVISOR GROUP, INC.703754+510.010.01-0.00buy
Legacy Advisors, LLC2,9763,025+490.120.11-0.01buy
Kensington Investment Counsel, LLC10,32210,371+491.451.36-0.10buy
Versant Capital Management, Inc201245+440.020.020.00buy
Martin Capital Advisors, LLP4,3564,382+261.050.97-0.08buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,7625,779+170.010.01-0.00buy
Fisher Asset Management, LLC19,99320,008+150.000.00-0.00buy
WHITTIER TRUST CO151165+140.000.000.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,8105,819+90.050.04-0.00buy
HBK Sorce Advisory LLC851854+30.010.01-0.00buy
Spectrum Asset Management, Inc. (NB/CA)1,8001,803+30.240.25+0.01buy
WOLFF WIESE MAGANA LLC3938-10.010.01-0.00sell
PRICE T ROWE ASSOCIATES INC /MD/684,743684,740-30.030.02-0.00sell
Cannell & Spears LLC796790-60.010.00-0.00sell
Accretive Wealth Partners, LLC3,4153,407-80.440.42-0.02sell
Ballentine Partners, LLC1,2151,206-90.010.01-0.00sell
Utah Retirement Systems4,4314,420-110.020.02-0.00sell
INVESCO, LLC1,0381,025-130.140.13-0.01sell
Claret Asset Management Corp711684-270.040.04-0.00sell
STRS OHIO4,6344,602-320.010.01-0.00sell
BCGM Wealth Management, LLC4,5004,460-400.500.46-0.04sell
CEERA INVESTMENTS, LLC9,8469,796-501.331.23-0.10sell
Procyon Advisors, LLC2,0572,005-520.050.04-0.01sell
Wallace Advisory Group, LLC1,1961,144-520.260.24-0.01sell
SHELTON CAPITAL MANAGEMENT1,1001,038-620.010.01-0.00sell
Covey Capital Advisors, LLC3,1273,057-701.161.04-0.12sell
SEEDS INVESTOR LLC2,4162,331-850.690.35-0.33sell
JOHNSON INVESTMENT COUNSEL INC4,4034,317-860.010.01-0.00sell
FIDUCIARY TRUST CO1,2921,192-1000.010.01-0.00sell
STATE OF MICHIGAN RETIREMENT SYSTEM6,4006,300-1000.010.01-0.00sell
Sepio Capital, LP6,1146,006-1080.160.16+0.00sell
SECURIAN ASSET MANAGEMENT, INC2,2042,080-1240.020.02-0.00sell
BESSEMER GROUP INC4,9274,765-1620.000.00-0.00sell
Southeast Asset Advisors, LLC20,54820,384-1640.760.73-0.04sell
Ameritas Investment Partners, Inc.5,7515,546-2050.070.06-0.00sell
Portside Wealth Group, LLC5,5995,337-2620.320.30-0.02sell
Entropy Technologies, LP1,3861,056-3300.050.03-0.01sell
YHB Investment Advisors, Inc.14,03713,598-4390.380.35-0.04sell
BANK OF STOCKTON1,389924-4650.130.09-0.05sell
KORNITZER CAPITAL MANAGEMENT INC /KS26,78126,284-4970.150.15-0.00sell
Retirement Systems of Alabama32,70932,182-5270.040.04-0.00sell
NORDEN GROUP LLC6,7526,210-5420.420.37-0.05sell
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC2,1221,573-5490.030.01-0.02sell
BENJAMIN EDWARDS INC1,467895-5720.090.05-0.04sell
Motley Fool Asset Management LLC14,78514,197-5880.290.28-0.01sell
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