Stock TransactionsMORNINGSTAR INC

Total Bought
4,965,284
106 transactions
Total Sold
2,851,280
142 transactions
Net
+2,114,004
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
BAMCO INC /NY/759,5153,499,146+2,739,6310.390.82+0.43buy
AQR CAPITAL MANAGEMENT LLC623,6291,304,388+680,7590.050.07+0.02buy
BROOKFIELD Corp /ON/0156,792+156,7920.000.03+0.03buy
NORGES BANK0155,686+155,6860.000.00+0.00buy
KENSICO CAPITAL MANAGEMENT CORP135,000284,100+149,1000.470.76+0.29buy
UBS Group AG69,942209,075+139,1330.000.01+0.00buy
JANE STREET GROUP, LLC333,861431,301+97,4400.060.04-0.02buy
Copeland Capital Management, LLC135,215229,546+94,3310.510.74+0.23buy
NORDEA INVESTMENT MANAGEMENT AB73,169147,892+74,7230.010.02+0.01buy
Candriam S.C.A.074,445+74,4450.000.05+0.05buy
Bank of New York Mellon Corp175,006232,481+57,4750.010.01+0.00buy
Squarepoint Ops LLC047,742+47,7420.000.01+0.01buy
Allianz Asset Management GmbH27,10474,023+46,9190.010.01+0.01buy
Mariner, LLC16,52449,671+33,1470.000.01+0.00buy
Quadrature Capital Ltd1,92431,566+29,6420.000.04+0.04buy
Engineers Gate Manager LP14,17239,989+25,8170.030.08+0.05buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP394,931420,742+25,8110.040.03-0.01buy
IEQ CAPITAL, LLC29,13553,907+24,7720.020.04+0.02buy
FIRST TRUST ADVISORS LP25,73144,475+18,7440.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd9,58326,415+16,8320.030.08+0.05buy
Quantinno Capital Management LP186,946203,220+16,2740.050.04-0.01buy
GHP Investment Advisors, Inc.2,48618,361+15,8750.020.11+0.09buy
Redwood Investment Management, LLC013,997+13,9970.000.22+0.22buy
Quantbot Technologies LP36813,602+13,2340.000.08+0.08buy
Apeiron RIA LLC011,767+11,7670.000.11+0.11buy
ENVESTNET ASSET MANAGEMENT INC106,787118,347+11,5600.000.00-0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,60818,661+11,0530.000.00+0.00buy
MARSHALL WACE, LLP10,58321,114+10,5310.000.00+0.00buy
AZZAD ASSET MANAGEMENT INC /ADV1,44111,779+10,3380.020.16+0.14buy
ALLIANCEBERNSTEIN L.P.30,96641,088+10,1220.000.00+0.00buy
Fluent Financial, LLC5,74414,362+8,6180.370.80+0.43buy
Arax Advisory Partners4648,810+8,3460.000.01+0.01buy
Cerity Partners LLC14,68822,838+8,1500.000.00+0.00buy
Zurich Insurance Group Ltd/FI07,500+7,5000.000.01+0.01buy
Savant Capital, LLC07,400+7,4000.000.00+0.00buy
State of Alaska, Department of Revenue16,87323,699+6,8260.030.04+0.01buy
AMERICAN CAPITAL MANAGEMENT INC108,340114,947+6,6070.980.80-0.18buy
Mitsubishi UFJ Trust & Banking Corp06,085+6,0850.000.00+0.00buy
Brevan Howard Capital Management LP4,3319,535+5,2040.010.02+0.01buy
BNP Paribas Asset Management Holding S.A.186,048191,181+5,1330.040.03-0.01buy
Quinn Opportunity Partners LLC05,000+5,0000.000.04+0.04buy
Numerai GP LLC13,06718,066+4,9990.220.23+0.01buy
Advisors Preferred, LLC04,259+4,2590.000.11+0.11buy
CITADEL ADVISORS LLC23,65027,906+4,2560.000.00-0.00buy
Bridgewater Associates, LP04,249+4,2490.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC14,73718,309+3,5720.000.00+0.00buy
BRIGHTON JONES LLC1,7935,249+3,4560.010.02+0.01buy
CAPTRUST FINANCIAL ADVISORS8,16811,372+3,2040.000.00+0.00buy
VIRGINIA RETIREMENT SYSTEMS ET Al6,4009,400+3,0000.010.01+0.00buy
Larson Financial Group LLC3683,050+2,6820.000.01+0.01buy
MAI Capital Management7652,974+2,2090.000.00+0.00buy
Krilogy Financial LLC02,013+2,0130.000.01+0.01buy
SG Americas Securities, LLC46,93748,845+1,9080.010.00-0.00buy
CAPITAL FUND MANAGEMENT S.A.67,20569,077+1,8720.100.08-0.02buy
Merit Financial Group, LLC2,7384,590+1,8520.000.00+0.00buy
PEAK6 LLC01,814+1,8140.000.01+0.01buy
Bridgefront Capital, LLC01,700+1,7000.000.07+0.07buy
Machina Capital S.A.S.01,602+1,6020.000.04+0.04buy
Integrated Wealth Concepts LLC2,5434,076+1,5330.000.00-0.00buy
Crestwood Advisors Group, LLC01,481+1,4810.000.00+0.00buy
WADDELL & ASSOCIATES, LLC01,470+1,4700.000.01+0.01buy
J.W. COLE ADVISORS, INC.01,465+1,4650.000.00+0.00buy
Claret Asset Management Corp01,448+1,4480.000.02+0.02buy
NewEdge Advisors, LLC1,4912,907+1,4160.000.00+0.00buy
FEDERATED HERMES, INC.1,4402,788+1,3480.000.00+0.00buy
Tower Research Capital LLC (TRC)9892,299+1,3100.000.01+0.00buy
Cardinal Capital Management13,77715,051+1,2740.300.28-0.02buy
Neuberger Berman Group LLC3,5504,803+1,2530.000.00+0.00buy
Vident Advisory, LLC21,69022,877+1,1870.030.03-0.00buy
Cetera Investment Advisers5,0456,082+1,0370.000.00-0.00buy
Hillsdale Investment Management Inc.6,8107,810+1,0000.030.03-0.00buy
Allworth Financial LP5161,505+9890.000.00+0.00buy
Twin Tree Management, LP0913+9130.000.02+0.02buy
Baker Avenue Asset Management, LP1,4522,329+8770.010.01+0.00buy
&PARTNERS2,9713,755+7840.000.00-0.00buy
SIMPLEX TRADING, LLC0739+7390.000.00+0.00buy
Sequoia Financial Advisors, LLC1,8722,575+7030.000.00+0.00buy
EVERGREEN CAPITAL MANAGEMENT LLC1,9272,582+6550.010.01+0.00buy
PERSONAL CFO SOLUTIONS, LLC1,8402,345+5050.040.05+0.01buy
Tidal Investments LLC5,1785,653+4750.000.00-0.00buy
EverSource Wealth Advisors, LLC6161,079+4630.000.01+0.00buy
Keeler Thomas Management LLC2,9283,348+4200.210.19-0.02buy
Atria Investments, Inc2,1392,519+3800.000.00-0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,2571,586+3290.000.00-0.00buy
Chicago Partners Investment Group LLC2,4492,768+3190.010.01-0.00buy
PARK AVENUE SECURITIES LLC3,8834,198+3150.010.00-0.00buy
Summit Trail Advisors, LLC9,6349,943+3090.020.02-0.00buy
Creative Planning34,40134,701+3000.000.00-0.00buy
Sterling Capital Management LLC334555+2210.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC10,54310,735+1920.000.00-0.00buy
Grove Bank & Trust0158+1580.000.00+0.00buy
WEDBUSH SECURITIES INC5,8756,031+1560.030.02-0.00buy
IFP Advisors, Inc217315+980.000.00+0.00buy
EXCHANGE TRADED CONCEPTS, LLC610705+950.000.00-0.00buy
Horizon Investments, LLC614707+930.000.00+0.00buy
Mitsubishi UFJ Asset Management Co., Ltd.15107+920.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.211285+740.000.00+0.00buy
Institute for Wealth Management, LLC.073+730.000.00+0.00buy
ASSETMARK, INC3392+590.000.00+0.00buy
Empire Life Investments Inc.7,0977,122+250.070.06-0.01buy
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