Stock TransactionsMORNINGSTAR INC

Total Bought
208,995
39 transactions
Total Sold
948,989
67 transactions
Net
-739,994
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Allspring Global Investments Holdings, LLC216,824285,398+68,5740.090.140.00buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,007,7481,075,731+67,9830.080.10+0.02buy
RENAISSANCE TECHNOLOGIES LLC264,800215,900+48,9000.120.10-0.01sell
PRINCIPAL FINANCIAL GROUP INC206,133187,963+18,1700.040.040.00sell
PRICE T ROWE ASSOCIATES INC /MD/693,688711,632+17,9440.020.03+0.00buy
GEODE CAPITAL MANAGEMENT, LLC422,529439,038+16,5090.010.010.00buy
NATIXIS12,05727,000+14,9430.020.060.00buy
ALGERT GLOBAL LLC23,65716,419+7,2380.260.190.00sell
CANADA PENSION PLAN INVESTMENT BOARD41,00035,000+6,0000.010.010.00sell
WASATCH ADVISORS LP528,695533,935+5,2400.780.84+0.06buy
SEGALL BRYANT & HAMILL, LLC24,48529,632+5,1470.070.16+0.10buy
BALYASNY ASSET MANAGEMENT L.P.71,02467,375+3,6490.050.060.00sell
CI INVESTMENTS INC.46,76743,855+2,9120.060.060.00sell
ROYCE & ASSOCIATES LP221,260223,652+2,3920.530.59+0.06buy
Coronation Fund Managers Ltd.37,67139,333+1,6620.270.31+0.05buy
RHUMBLINE ADVISERS79,06177,432+1,6290.020.020.00sell
COMMERCE BANK13,94012,569+1,3710.030.030.00sell
DF DENT & CO INC46,06347,429+1,3660.160.18+0.02buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM28,29827,069+1,2290.010.01+0.00sell
TOWNSQUARE CAPITAL LLC30,50831,492+9840.130.160.00buy
Quantinno Capital Management LP2,6891,812+8770.030.020.00sell
Mawer Investment Management Ltd.8,0208,736+7160.010.01+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)5,0655,614+5490.010.010.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,2695,747+4780.010.01+0.00buy
BAKER TILLY WEALTH MANAGEMENT, LLC3,3063,771+4650.130.18+0.05buy
Portside Wealth Group, LLC4,1924,643+4510.180.25+0.06buy
B. Metzler seel. Sohn & Co. AG8,0628,512+4500.030.03+0.00buy
CANADA LIFE ASSURANCE Co16,14215,699+4430.010.01+0.00sell
OPPENHEIMER ASSET MANAGEMENT INC.10,52110,938+4170.040.040.00buy
TEXAS PERMANENT SCHOOL FUND CORP22,09522,498+4030.050.060.00buy
SHELL ASSET MANAGEMENT CO1,270976+2940.010.010.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO10,60810,901+2930.010.010.00buy
NORDEN GROUP LLC3,6833,959+2760.280.20-0.09buy
AVANTAX ADVISORY SERVICES, INC.2,8262,553+2730.010.010.00sell
State of Alaska, Department of Revenue15,15714,887+2700.050.050.00sell
ASHFORD CAPITAL MANAGEMENT INC7,6157,885+2700.260.30+0.04buy
Harvest Fund Management Co., Ltd178423+2450.010.00-0.01buy
Linden Thomas Advisory Services, LLC7,1557,379+2240.370.39+0.02buy
CIBC Private Wealth Group LLC4,4674,325+1420.000.000.00sell
Retirement Systems of Alabama32,48832,623+1350.040.04+0.00buy
Empire Life Investments Inc.6,5316,659+1280.110.12+0.01buy
BENJAMIN EDWARDS INC9371,052+1150.050.07+0.01buy
Treasurer of the State of North Carolina11,29211,402+1100.010.020.00buy
YOUSIF CAPITAL MANAGEMENT, LLC12,20512,103+1020.040.040.00sell
Williams Jones Wealth Management, LLC.2,5002,600+1000.010.01+0.00buy
WHITTIER TRUST CO241151+900.000.000.00sell
Kensington Investment Counsel, LLC8,2388,317+791.201.25+0.05buy
Martin Capital Advisors, LLP4,2794,356+770.981.05+0.08buy
BCGM Wealth Management, LLC4,2354,308+730.460.50+0.05buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,3007,362+620.020.040.00buy
Alliance Wealth Advisors, LLC /UT2,4902,541+510.220.24+0.03buy
HBK Sorce Advisory LLC856896+400.010.01+0.00buy
Precision Wealth Strategies, LLC1,5381,569+310.390.44+0.05buy
West Tower Group, LLC1219+70.000.01+0.01buy
Bell Investment Advisors, Inc7479+50.000.000.00buy
Versant Capital Management, Inc203201+20.020.020.00sell
Activest Wealth Management680681+10.100.11+0.01buy
LGT Financial Advisors LLC2423-10.010.01+0.00sell
Procyon Advisors, LLC2,2532,246-70.050.05+0.00sell
Accretive Wealth Partners, LLC3,3203,312-80.460.46-0.01sell
FIDUCIARY TRUST CO1,3171,292-250.010.01+0.00sell
EQUITABLE TRUST CO1,9051,871-340.040.04+0.00sell
Ameritas Investment Partners, Inc.5,8355,751-840.060.06+0.01sell
Wallace Advisory Group, LLC1,2031,114-890.170.20+0.04sell
KORNITZER CAPITAL MANAGEMENT INC /KS27,93227,822-1100.140.15+0.02sell
HARBOR CAPITAL ADVISORS, INC.659548-1110.030.03-0.00sell
Cardinal Capital Management10,81510,693-1220.520.58+0.06sell
Asset Management One Co., Ltd.38,41638,286-1300.040.04+0.00sell
Redmond Asset Management, LLC8,5288,359-1690.710.77+0.06sell
INVESCO, LLC1,1971,009-1880.140.13-0.01sell
Marks Group Wealth Management, Inc24,23824,024-2140.700.78+0.08sell
Motley Fool Wealth Management, LLC24,23524,009-2260.330.36+0.03sell
POLEN CAPITAL MANAGEMENT LLC14,06113,785-2760.010.01+0.00sell
Motley Fool Asset Management LLC15,52015,177-3430.290.32+0.03sell
Legacy Advisors, LLC3,1872,752-4350.120.10-0.02sell
IQ EQ FUND MANAGEMENT (IRELAND) Ltd3,5302,994-5360.170.10-0.07sell
Sepio Capital, LP6,7556,120-6350.140.15+0.01sell
SIMON QUICK ADVISORS, LLC3,3142,534-7800.070.06-0.01sell
Teza Capital Management LLC1,553751-8020.060.04-0.02sell
BANK OF STOCKTON2,8361,828-1,0080.260.17-0.09sell
Magnetar Financial LLC6,1435,030-1,1130.040.04-0.00sell
AZZAD ASSET MANAGEMENT INC /ADV16,40015,003-1,3970.540.54-0.00sell
NORDEA INVESTMENT MANAGEMENT AB67,09365,606-1,4870.020.02+0.00sell
Black Creek Investment Management Inc.5,4003,900-1,5000.050.04-0.01sell
Chicago Capital, LLC61,68159,803-1,8780.680.62-0.06sell
BESSEMER GROUP INC7,9085,455-2,4530.000.00-0.00sell
CEERA INVESTMENTS, LLC12,4569,991-2,4651.591.35-0.24sell
BRIGHT ROCK CAPITAL MANAGEMENT, LLC10,0007,500-2,5000.570.49-0.09sell
Atria Investments, Inc11,5558,735-2,8200.050.04-0.01sell
CONFLUENCE INVESTMENT MANAGEMENT LLC74,25571,391-2,8640.270.29+0.02sell
BAMCO INC /NY/1,326,6081,322,451-4,1570.901.01+0.11sell
YHB Investment Advisors, Inc.18,51814,092-4,4260.400.39-0.01sell
Copeland Capital Management, LLC105,378100,331-5,0470.530.58+0.04sell
Fisher Asset Management, LLC28,46222,955-5,5070.000.00-0.00sell
Swiss National Bank56,20050,500-5,7000.010.01+0.00sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,252,6611,246,569-6,0920.840.89+0.06sell
GEORGE KAISER FAMILY FOUNDATION14,3547,638-6,7160.630.44-0.19sell
Southeast Asset Advisors, LLC29,86222,204-7,6580.980.84-0.14sell
Holocene Advisors, LP14,7362,970-11,7660.020.00-0.01sell
CRAMER ROSENTHAL MCGLYNN LLC109,02692,465-16,5611.431.44+0.01sell
Page 1 of 2