Stock TransactionsMORNINGSTAR INC

Total Bought
516,493
64 transactions
Total Sold
831,448
48 transactions
Net
-314,955
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC320,186495,106+174,9200.100.170.00buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,099,5021,201,708+102,2060.100.11+0.01buy
WASATCH ADVISORS LP610,925696,023+85,0980.971.09+0.12buy
DF DENT & CO INC54,78388,378+33,5950.210.34+0.13buy
PRINCIPAL FINANCIAL GROUP INC109,94084,845+25,0950.020.020.00sell
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND6,00022,931+16,9310.010.02+0.01buy
CANADA PENSION PLAN INVESTMENT BOARD14,95827,958+13,0000.000.010.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP15,23326,690+11,4570.000.010.00buy
GEODE CAPITAL MANAGEMENT, LLC486,974497,411+10,4370.010.010.00buy
M&G Plc173,105182,808+9,7030.200.21+0.01buy
Allspring Global Investments Holdings, LLC282,534273,398+9,1360.140.140.00sell
RENAISSANCE TECHNOLOGIES LLC176,870183,470+6,6000.100.10+0.00buy
CONGRESS ASSET MANAGEMENT CO35,61641,627+6,0110.080.09+0.02buy
ALGERT GLOBAL LLC20,28925,509+5,2200.210.220.00buy
Magnetar Financial LLC5,28110,402+5,1210.030.07+0.04buy
CI INVESTMENTS INC.45,60942,546+3,0630.050.050.00sell
HARBOR CAPITAL ADVISORS, INC.2,6375,589+2,9520.060.080.00buy
NATIXIS29,00031,902+2,9020.050.06+0.01buy
Entropy Technologies, LP1,0563,857+2,8010.030.13+0.10buy
NORDEN GROUP LLC6,2108,593+2,3830.370.32-0.05buy
TEACHER RETIREMENT SYSTEM OF TEXAS6,1678,426+2,2590.010.01+0.00buy
Gotham Asset Management, LLC4,3596,592+2,2330.020.02+0.01buy
CANADA LIFE ASSURANCE Co20,49522,674+2,1790.010.01+0.00buy
Atria Investments, Inc5,7033,529+2,1740.020.01-0.01sell
Copeland Capital Management, LLC104,968107,032+2,0640.580.59+0.01buy
Quantinno Capital Management LP3,7875,534+1,7470.020.020.00buy
RHUMBLINE ADVISERS75,74977,233+1,4840.020.020.00buy
Fisher Asset Management, LLC20,00821,342+1,3340.000.00+0.00buy
B. Metzler seel. Sohn & Co. AG8,7839,968+1,1850.030.03+0.01buy
OPPENHEIMER ASSET MANAGEMENT INC.11,82712,924+1,0970.040.050.00buy
Asset Management One Co., Ltd.35,66036,749+1,0890.040.04+0.00buy
Corebridge Financial, Inc.33,31332,228+1,0850.060.060.00sell
YOUSIF CAPITAL MANAGEMENT, LLC10,9279,881+1,0460.040.040.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM27,04026,217+8230.010.01-0.00sell
GREAT VALLEY ADVISOR GROUP, INC.7541,524+7700.010.01+0.01buy
Edgestream Partners, L.P.4,1174,778+6610.060.07+0.01buy
BARLOW WEALTH PARTNERS, INC.33,50334,144+6411.411.40-0.02buy
Harvest Fund Management Co., Ltd124735+6110.000.00-0.00buy
Retirement Systems of Alabama32,18232,785+6030.040.04+0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC2,5503,117+5670.030.04+0.01buy
SEGALL BRYANT & HAMILL, LLC33,34133,905+5640.170.15-0.03buy
COMMERCE BANK11,68411,184+5000.020.020.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO10,3089,820+4880.010.010.00sell
TOWNSQUARE CAPITAL LLC42,41641,959+4570.170.160.00sell
PRICE T ROWE ASSOCIATES INC /MD/684,740685,192+4520.020.03+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)6,5056,080+4250.010.010.00sell
Marks Group Wealth Management, Inc24,66725,090+4230.770.76-0.00buy
CW Advisors, LLC8,9009,237+3370.040.04-0.00buy
State of Alaska, Department of Revenue14,88715,202+3150.050.050.00buy
Vanguard Personalized Indexing Management, LLC3,0033,282+2790.020.020.00buy
Cardinal Capital Management11,83912,095+2560.590.60+0.01buy
Gibbs Wealth Management2,2492,500+2510.270.26-0.01buy
Kensington Investment Counsel, LLC10,37110,615+2441.361.41+0.06buy
Motley Fool Asset Management LLC14,19714,434+2370.280.27-0.01buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,7795,949+1700.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,8195,988+1690.040.04+0.00buy
DIVERSIFY WEALTH MANAGEMENT, LLC2,1022,245+1430.080.07-0.00buy
BNP Paribas Asset Management Holding S.A.11,38711,508+1210.010.01+0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,4175,517+1000.030.030.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM6,3006,400+1000.010.01+0.00buy
Alliance Wealth Advisors, LLC /UT4,6184,702+840.400.39-0.01buy
Martin Capital Advisors, LLP4,3824,452+700.971.01+0.04buy
Precision Wealth Strategies, LLC2,4362,499+630.740.74-0.01buy
SHELL ASSET MANAGEMENT CO888839+490.010.010.00sell
PLANNING ALTERNATIVES LTD /ADV2,2052,254+490.110.11+0.00buy
CIBC Asset Management Inc1,2181,259+410.000.000.00buy
Treasurer of the State of North Carolina11,61911,659+400.010.010.00buy
KORNITZER CAPITAL MANAGEMENT INC /KS26,28426,324+400.150.16+0.01buy
Ballentine Partners, LLC1,2061,235+290.010.01+0.00buy
PROFUND ADVISORS LLC757779+220.010.010.00buy
Accretive Wealth Partners, LLC3,4073,425+180.420.46+0.04buy
Fifth Third Wealth Advisors LLC775781+60.020.02-0.00buy
Claret Asset Management Corp684688+40.040.04+0.00buy
Financial Network Wealth Advisors LLC7981+20.020.02+0.00buy
Spectrum Asset Management, Inc. (NB/CA)1,8031,805+20.250.24-0.00buy
Versant Capital Management, Inc245246+10.020.020.00buy
CEERA INVESTMENTS, LLC9,7969,786-101.231.18-0.05sell
INVESCO, LLC1,0251,000-250.130.13+0.00sell
Portside Wealth Group, LLC5,3375,305-320.300.29-0.01sell
Linden Thomas Advisory Services, LLC5,1975,160-370.240.22-0.01sell
Procyon Advisors, LLC2,0051,967-380.040.04-0.00sell
HBK Sorce Advisory LLC854803-510.010.01-0.00sell
JOHNSON INVESTMENT COUNSEL INC4,3174,257-600.010.01-0.00sell
SEEDS INVESTOR LLC2,3312,270-610.350.27-0.08sell
Diversify Advisory Services, LLC1,2001,139-610.020.02+0.00sell
Susquehanna Portfolio Strategies, LLC1,4441,352-920.020.03+0.01sell
Legacy Advisors, LLC3,0252,910-1150.110.10-0.01sell
Dynamic Technology Lab Private Ltd817675-1420.030.02-0.00sell
BANK OF STOCKTON924760-1640.090.07-0.01sell
Dundas Partners LLP1,114899-2150.030.02-0.00sell
FOX RUN MANAGEMENT, L.L.C.1,6811,465-2160.090.10+0.01sell
Covey Capital Advisors, LLC3,0572,835-2221.041.00-0.04sell
Chicago Capital, LLC58,44258,196-2460.510.52+0.00sell
Motley Fool Wealth Management, LLC24,80824,465-3430.370.39+0.02sell
BAKER TILLY WEALTH MANAGEMENT, LLC1,084697-3870.130.10-0.03sell
Petrus Trust Company, LTA1,151703-4480.030.02-0.01sell
Swiss National Bank54,70054,200-5000.010.01+0.00sell
CONFLUENCE INVESTMENT MANAGEMENT LLC64,97564,432-5430.280.27-0.00sell
SIMON QUICK ADVISORS, LLC3,9063,362-5440.080.07-0.01sell
AMERICAN CAPITAL MANAGEMENT INC144,823144,231-5921.431.51+0.07sell
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