Stock Transactions — MORNINGSTAR INC

Total Bought
3,809,653
212 transactions
Total Sold
4,581,213
252 transactions
Net
-771,560
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Select Equity Group, L.P.1,113,3012,103,702+990,4011.492.09+0.60buy
AQR CAPITAL MANAGEMENT LLC293,969608,244+314,2750.080.09+0.01buy
RENAISSANCE TECHNOLOGIES LLC265,170460,770+195,6000.110.14+0.03buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC40,435187,128+146,6930.050.15+0.10buy
TWO SIGMA INVESTMENTS, LP160,668286,175+125,5070.090.10+0.01buy
Focus Partners Wealth4,296128,855+124,5590.000.05+0.05buy
BAMCO INC /NY/1,295,3261,414,305+118,9791.100.87-0.23buy
DF DENT & CO INC87,012199,585+112,5730.350.60+0.25buy
UBS Group AG57,707156,742+99,0350.000.01+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP193,612290,621+97,0090.040.04-0.00buy
JANE STREET GROUP, LLC34,401124,599+90,1980.020.03+0.02buy
DIMENSIONAL FUND ADVISORS LP331,631420,127+88,4960.020.02-0.00buy
JPMORGAN CHASE & CO236,324318,478+82,1540.010.00-0.00buy
Incline Global Management LLC066,981+66,9810.004.61+4.61buy
HRT FINANCIAL LP31,77398,274+66,5010.040.08+0.04buy
Qube Research & Technologies Ltd138,932200,441+61,5090.060.07+0.01buy
CANADA PENSION PLAN INVESTMENT BOARD057,600+57,6000.000.01+0.01buy
Cubist Systematic Strategies, LLC41,55990,762+49,2030.140.30+0.16buy
CITADEL ADVISORS LLC47,54884,318+36,7700.010.02+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,53443,677+36,1430.000.01+0.01buy
Engineers Gate Manager LP27,11457,519+30,4050.110.15+0.05buy
Squarepoint Ops LLC18,14347,235+29,0920.010.02+0.01buy
NORDEA INVESTMENT MANAGEMENT AB60,18188,108+27,9270.020.02+0.00buy
PRUDENTIAL FINANCIAL INC21,82648,100+26,2740.010.01+0.00buy
DARK FOREST CAPITAL MANAGEMENT LP025,257+25,2570.000.16+0.16buy
Sone Capital Management, LLC14,55939,226+24,6670.420.76+0.34buy
BARCLAYS PLC17,35641,054+23,6980.000.00+0.00buy
Quantinno Capital Management LP31,14654,569+23,4230.040.03-0.01buy
PRICE T ROWE ASSOCIATES INC /MD/45,05367,501+22,4480.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC69,04691,155+22,1090.010.01-0.00buy
HSBC HOLDINGS PLC6,14027,694+21,5540.000.00+0.00buy
Annandale Capital, LLC020,084+20,0840.000.81+0.81buy
TWO SIGMA ADVISERS, LP142,200160,800+18,6000.090.07-0.02buy
Connor, Clark & Lunn Investment Management Ltd.017,683+17,6830.000.01+0.01buy
COMMONWEALTH EQUITY SERVICES, LLC2,06819,732+17,6640.000.01+0.01buy
Jain Global LLC017,229+17,2290.000.05+0.05buy
LAZARD ASSET MANAGEMENT LLC48,95265,817+16,8650.020.02-0.00buy
CAPITAL FUND MANAGEMENT S.A.15,05730,711+15,6540.050.07+0.02buy
OSAIC HOLDINGS, INC.3,39618,907+15,5110.000.01+0.00buy
Invesco Ltd.280,923296,302+15,3790.010.01-0.00buy
MEEDER ASSET MANAGEMENT INC40,98455,796+14,8120.790.74-0.05buy
Gotham Asset Management, LLC9,39024,186+14,7960.020.02+0.01buy
Headlands Technologies LLC4,85118,879+14,0280.180.35+0.17buy
Aquatic Capital Management LLC8,97322,747+13,7740.060.10+0.04buy
ACADIAN ASSET MANAGEMENT LLC7,32120,976+13,6550.000.01+0.00buy
Chicago Capital, LLC56,41570,042+13,6270.440.40-0.04buy
Gallo Partners, LP013,326+13,3260.002.32+2.32buy
Jump Financial, LLC20,26633,268+13,0020.080.12+0.03buy
Schonfeld Strategic Advisors LLC11,33024,245+12,9150.030.04+0.01buy
Corient Private Wealth LLC8,42820,130+11,7020.000.01+0.00buy
ROYCE & ASSOCIATES LP129,217139,376+10,1590.420.32-0.09buy
Quadrature Capital Ltd09,300+9,3000.000.03+0.03buy
WORLDQUANT MILLENNIUM ADVISORS LLC2,81911,588+8,7690.000.01+0.01buy
BARLOW WEALTH PARTNERS, INC.49,07257,475+8,4031.821.41-0.42buy
1832 Asset Management L.P.8,60016,800+8,2000.000.01+0.00buy
INTECH INVESTMENT MANAGEMENT LLC07,383+7,3830.000.02+0.02buy
CITIGROUP INC18,46525,437+6,9720.000.00+0.00buy
Brevan Howard Capital Management LP9,35416,304+6,9500.030.05+0.02buy
Motley Fool Asset Management LLC11,75318,555+6,8020.170.18+0.01buy
ENVESTNET ASSET MANAGEMENT INC104,139110,885+6,7460.010.01-0.00buy
CWM, LLC4,26210,878+6,6160.000.01+0.00buy
JANUS HENDERSON GROUP PLC37,98244,529+6,5470.010.00-0.00buy
D. E. Shaw & Co., Inc.22,91529,379+6,4640.010.01-0.00buy
Point72 Hong Kong Ltd2,2008,451+6,2510.050.09+0.04buy
Arax Advisory Partners1736,240+6,0670.000.02+0.02buy
ALGERT GLOBAL LLC44,14350,039+5,8960.290.19-0.10buy
CONGRESS ASSET MANAGEMENT CO60,41166,117+5,7060.130.10-0.03buy
BNP Paribas Asset Management Holding S.A.11,48516,747+5,2620.010.01+0.00buy
Holocene Advisors, LP29,21134,241+5,0300.020.02-0.00buy
AMERICAN CENTURY COMPANIES INC15,30820,337+5,0290.000.00-0.00buy
Verition Fund Management LLC14,92019,884+4,9640.030.03-0.00buy
CenterBook Partners LP04,732+4,7320.000.05+0.05buy
Nuveen, LLC108,844113,293+4,4490.010.01-0.00buy
Summit Trail Advisors, LLC03,971+3,9710.000.01+0.01buy
Cetera Investment Advisers2,1986,076+3,8780.000.00+0.00buy
Quantbot Technologies LP1,7585,629+3,8710.010.04+0.02buy
Atom Investors LP03,863+3,8630.000.07+0.07buy
SUMMIT WEALTH GROUP LLC / CO03,683+3,6830.000.09+0.09buy
Polymer Capital Management (US) LLC03,639+3,6390.000.11+0.11buy
Farringdon Capital, Ltd.03,601+3,6010.000.21+0.21buy
Point72 Asia (Singapore) Pte. Ltd.2,7456,248+3,5030.150.22+0.07buy
Numerai GP LLC03,447+3,4470.000.11+0.11buy
Creative Planning4,5067,926+3,4200.000.00+0.00buy
Pacer Advisors, Inc.1,2204,630+3,4100.000.00+0.00buy
Machina Capital S.A.S.03,056+3,0560.000.12+0.12buy
Trexquant Investment LP1,0874,039+2,9520.000.01+0.01buy
Cerity Partners LLC4,2707,154+2,8840.000.00+0.00buy
Mariner, LLC4,0386,757+2,7190.000.00+0.00buy
Vident Advisory, LLC11,18413,802+2,6180.040.03-0.01buy
TEACHER RETIREMENT SYSTEM OF TEXAS24,73627,329+2,5930.030.03-0.01buy
Jefferies Financial Group Inc.02,507+2,5070.000.01+0.01buy
VIRGINIA RETIREMENT SYSTEMS ET Al02,400+2,4000.000.00+0.00buy
LPL Financial LLC6,3158,710+2,3950.000.00-0.00buy
EntryPoint Capital, LLC02,387+2,3870.000.21+0.21buy
Krilogy Financial LLC02,310+2,3100.000.02+0.02buy
MML INVESTORS SERVICES, LLC6,0338,204+2,1710.010.01-0.00buy
Y-Intercept (Hong Kong) Ltd10,05412,137+2,0830.080.07-0.01buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,4255,441+2,0160.000.00+0.00buy
Sea Cliff Partners Management, LP24,00026,000+2,0002.572.31-0.26buy
LEVEL FOUR ADVISORY SERVICES, LLC3,7985,638+1,8400.040.04+0.00buy
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