Stock TransactionsMORNINGSTAR INC

Total Bought
1,118,885
78 transactions
Total Sold
668,079
76 transactions
Net
+450,806
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC540,795811,158+270,3630.200.290.00buy
AQR CAPITAL MANAGEMENT LLC37,163293,969+256,8060.010.080.00buy
Liontrust Investment Partners LLP322,920391,816+68,8961.511.76+0.25buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC910,156848,569+61,5870.670.640.00sell
SCHRODER INVESTMENT MANAGEMENT GROUP110,570166,898+56,3280.030.04+0.01buy
Qube Research & Technologies Ltd87,483138,932+51,4490.040.070.00buy
TWO SIGMA INVESTMENTS, LP113,152160,668+47,5160.080.100.00buy
Allspring Global Investments Holdings, LLC255,057212,169+42,8880.130.110.00sell
MEEDER ASSET MANAGEMENT INC25540,984+40,7290.010.79+0.78buy
LAZARD ASSET MANAGEMENT LLC10,46348,952+38,4890.000.020.00buy
Premier Fund Managers Ltd170,068200,807+30,7391.882.29+0.41buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP162,936193,612+30,6760.040.040.00buy
RENAISSANCE TECHNOLOGIES LLC235,270265,170+29,9000.120.12+0.00buy
VANGUARD GROUP INC2,660,4582,633,801+26,6570.020.010.00sell
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND15,90042,420+26,5200.010.03+0.02buy
NATIXIS30,88112,948+17,9330.050.020.00sell
JANUS HENDERSON GROUP PLC21,77037,982+16,2120.000.010.00buy
Magnetar Financial LLC15,49628,223+12,7270.060.04-0.02buy
BARLOW WEALTH PARTNERS, INC.36,72249,072+12,3501.351.82+0.47buy
GEODE CAPITAL MANAGEMENT, LLC615,533626,941+11,4080.020.010.00buy
Quantinno Capital Management LP21,02331,146+10,1230.040.040.00buy
ExodusPoint Capital Management, LP18,56927,066+8,4970.070.110.00buy
Y-Intercept (Hong Kong) Ltd1,74810,054+8,3060.040.080.00buy
DEARBORN PARTNERS LLC1,5469,663+8,1170.020.14+0.12buy
Holocene Advisors, LP21,28429,211+7,9270.020.02+0.00buy
PRINCIPAL FINANCIAL GROUP INC76,32769,046+7,2810.010.010.00sell
COOPER INVESTORS PTY LTD24,38730,985+6,5981.191.77+0.58buy
Voleon Capital Management LP20,93026,933+6,0030.490.46-0.03buy
ALGERT GLOBAL LLC38,15644,143+5,9870.290.290.00buy
Gotham Asset Management, LLC4,1049,390+5,2860.010.02+0.01buy
LOOMIS SAYLES & CO L P2,4827,631+5,1490.000.00+0.00buy
RHUMBLINE ADVISERS76,17771,584+4,5930.020.020.00sell
CONGRESS ASSET MANAGEMENT CO56,21660,411+4,1950.130.13+0.00buy
DF DENT & CO INC82,96387,012+4,0490.330.35+0.01buy
CI INVESTMENTS INC.40,40743,878+3,4710.050.050.00buy
SEGALL BRYANT & HAMILL, LLC38,21640,792+2,5760.180.18+0.00buy
FOX RUN MANAGEMENT, L.L.C.2,6775,130+2,4530.120.27+0.14buy
TEXAS PERMANENT SCHOOL FUND CORP19,45417,087+2,3670.060.060.00sell
State of Alaska, Department of Revenue15,23717,557+2,3200.050.060.00buy
Point72 Asia (Singapore) Pte. Ltd.5562,745+2,1890.040.15+0.11buy
Callan Family Office, LLC8643,005+2,1410.020.03+0.01buy
PRUDENTIAL FINANCIAL INC19,71921,826+2,1070.010.010.00buy
Entropy Technologies, LP2,7574,655+1,8980.080.12+0.04buy
Legal & General Group Plc47,68949,501+1,8120.000.00-0.00buy
NORDEA INVESTMENT MANAGEMENT AB58,42660,181+1,7550.020.02-0.00buy
Vident Advisory, LLC9,66011,184+1,5240.040.040.00buy
Cardinal Capital Management12,33513,854+1,5190.570.64+0.07buy
R Squared Ltd2,2403,573+1,3330.720.62-0.10buy
111 Capital1,1582,440+1,2820.070.13+0.06buy
Treasurer of the State of North Carolina12,20910,984+1,2250.010.010.00sell
Zurcher Kantonalbank (Zurich Cantonalbank)7,0298,212+1,1830.010.010.00buy
Grandeur Peak Global Advisors, LLC3,8154,986+1,1710.130.19+0.06buy
CANADA LIFE ASSURANCE Co21,21920,256+9630.010.01-0.00sell
Petrus Trust Company, LTA1,5422,410+8680.040.08+0.04buy
OPPENHEIMER ASSET MANAGEMENT INC.14,06113,238+8230.050.050.00sell
Vanguard Personalized Indexing Management, LLC3,8884,676+7880.020.020.00buy
COMMERCE BANK10,77110,015+7560.020.020.00sell
DIVERSIFY WEALTH MANAGEMENT, LLC3,4024,070+6680.070.06-0.01buy
ASHFORD CAPITAL MANAGEMENT INC5,3936,059+6660.210.22+0.01buy
Ballentine Partners, LLC1,2901,866+5760.010.01+0.00buy
AlphaQuest LLC6,5106,072+4380.230.210.00sell
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS6,4586,839+3810.010.01-0.00buy
New Age Alpha Advisors, LLC5,4715,822+3510.070.08+0.01buy
JOHNSON INVESTMENT COUNSEL INC4,2024,533+3310.010.01+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC9,2878,961+3260.030.030.00sell
Gibbs Wealth Management3,7284,024+2960.270.24-0.03buy
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,8493,106+2570.100.09-0.01buy
Diversify Advisory Services, LLC1,3311,567+2360.020.02-0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM25,68625,483+2030.010.01-0.00sell
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD4,1004,300+2000.220.22+0.00buy
Precision Wealth Strategies, LLC2,7922,991+1990.640.30-0.34buy
&PARTNERS2,9523,109+1570.010.01-0.00buy
Marks Group Wealth Management, Inc25,82125,978+1570.750.76+0.01buy
denkapparat Operations GmbH9661,106+1400.310.28-0.03buy
SHELL ASSET MANAGEMENT CO803665+1380.010.010.00sell
Quarry LP321195+1260.020.010.00sell
Hennion & Walsh Asset Management, Inc.821924+1030.010.01+0.00buy
Andina Capital Management, LLC1,2951,393+980.280.31+0.03buy
HARBOR CAPITAL ADVISORS, INC.5,8645,939+750.080.080.00buy
CIBC Private Wealth Group LLC5,8485,777+710.000.000.00sell
Wallace Advisory Group, LLC1,0801,136+560.250.25-0.00buy
Claret Asset Management Corp693744+510.030.03+0.00buy
Forum Financial Management, LP689735+460.000.00+0.00buy
Accretive Wealth Partners, LLC3,7943,826+320.390.39+0.00buy
BESSEMER GROUP INC3,4833,505+220.000.00-0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC3,7813,798+170.050.04-0.00buy
Southeast Asset Advisors, LLC11,21811,227+90.410.42+0.01buy
Versant Capital Management, Inc811819+80.040.040.00buy
Hughes Financial Services, LLC8387+40.000.00-0.00buy
Optiver Holding B.V.8178+30.000.000.00sell
Bayforest Capital Ltd855858+30.110.12+0.01buy
GK Wealth Management LLC678681+30.250.21-0.04buy
Bell Investment Advisors, Inc7981+20.000.000.00buy
FARMERS & MERCHANTS INVESTMENTS INC1820+20.000.000.00buy
Fifth Third Wealth Advisors LLC774776+20.010.01-0.00buy
Spectrum Asset Management, Inc. (NB/CA)1,8101,812+20.240.25+0.01buy
WOLFF WIESE MAGANA LLC3837-10.010.01-0.00sell
BANK OF STOCKTON674670-40.060.06-0.00sell
Whipplewood Advisors, LLC2318-50.000.00-0.00sell
AZZAD ASSET MANAGEMENT INC /ADV8,6888,683-50.310.29-0.01sell
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