Stock Transactions — MORNINGSTAR INC

Total Bought
1,589,003
206 transactions
Total Sold
1,765,961
168 transactions
Net
-176,958
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
BALYASNY ASSET MANAGEMENT L.P.0168,026+168,0260.000.13+0.13buy
Premier Fund Managers Ltd0150,000+150,0000.001.81+1.81buy
WELLINGTON MANAGEMENT GROUP LLP950,5121,080,599+130,0870.050.07+0.01buy
SCHRODER INVESTMENT MANAGEMENT GROUP0100,185+100,1850.000.03+0.03buy
BlackRock, Inc.2,576,8592,667,753+90,8940.020.02+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP26,690117,156+90,4660.010.03+0.02buy
UBS Group AG17,764107,885+90,1210.000.01+0.01buy
Invesco Ltd.117,140194,182+77,0420.010.01+0.00buy
GEODE CAPITAL MANAGEMENT, LLC497,411561,431+64,0200.010.01+0.00buy
VANGUARD GROUP INC2,752,0132,803,611+51,5980.020.02+0.00buy
STATE STREET CORP804,293841,634+37,3410.010.01+0.00buy
TWO SIGMA INVESTMENTS, LP036,237+36,2370.000.03+0.03buy
NORTHERN TRUST CORP194,016230,149+36,1330.010.01+0.00buy
NICHOLAS COMPANY, INC.26,31056,630+30,3200.140.31+0.17buy
TEACHER RETIREMENT SYSTEM OF TEXAS8,42632,751+24,3250.010.04+0.03buy
Voleon Capital Management LP021,915+21,9150.000.55+0.55buy
COOPER INVESTORS PTY LTD021,273+21,2730.001.13+1.13buy
SW Investment Management LLC020,000+20,0000.001.58+1.58buy
PineBridge Investments, L.P.5,08723,880+18,7930.010.06+0.05buy
TWO SIGMA ADVISERS, LP2,30020,600+18,3000.000.02+0.01buy
Proficio Capital Partners LLC017,192+17,1920.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC76,99694,135+17,1390.010.01+0.00buy
GOLDMAN SACHS GROUP INC215,655232,483+16,8280.010.02+0.00buy
DIMENSIONAL FUND ADVISORS LP291,859305,014+13,1550.020.02+0.00buy
UNITED CAPITAL FINANCIAL ADVISORS, LLC012,919+12,9190.000.04+0.04buy
ALGERT GLOBAL LLC25,50937,086+11,5770.220.29+0.07buy
Waratah Capital Advisors Ltd.010,896+10,8960.000.21+0.21buy
Qube Research & Technologies Ltd32,07342,000+9,9270.020.02+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC88,67998,337+9,6580.010.01+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC1,57310,188+8,6150.010.06+0.05buy
Holocene Advisors, LP5,03513,229+8,1940.010.01+0.01buy
CONGRESS ASSET MANAGEMENT CO41,62749,043+7,4160.090.11+0.02buy
Grandeur Peak Global Advisors, LLC06,499+6,4990.000.19+0.19buy
NORGES BANK325,522331,673+6,1510.010.01+0.00buy
PRUDENTIAL FINANCIAL INC11,67617,353+5,6770.010.01+0.00buy
CAPTRUST FINANCIAL ADVISORS3,3719,026+5,6550.000.01+0.01buy
AQR CAPITAL MANAGEMENT LLC7,69713,100+5,4030.000.01+0.00buy
HSBC HOLDINGS PLC9536,266+5,3130.000.00+0.00buy
Bank of New York Mellon Corp282,862288,031+5,1690.020.02+0.00buy
Schonfeld Strategic Advisors LLC2,3667,390+5,0240.010.02+0.01buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND22,93127,906+4,9750.020.02+0.00buy
BARCLAYS PLC16,56321,469+4,9060.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC183,470188,370+4,9000.090.09+0.01buy
Cinctive Capital Management LP04,313+4,3130.000.08+0.08buy
ROYAL BANK OF CANADA13,64617,934+4,2880.000.00+0.00buy
NOMURA HOLDINGS INC03,585+3,5850.000.01+0.01buy
FOX RUN MANAGEMENT, L.L.C.1,4654,811+3,3460.100.29+0.19buy
Man Group plc13,50516,618+3,1130.010.02+0.00buy
SEGALL BRYANT & HAMILL, LLC33,90536,832+2,9270.150.17+0.02buy
Oak Thistle LLC1,4504,276+2,8260.150.43+0.28buy
MACKENZIE FINANCIAL CORP02,716+2,7160.000.00+0.00buy
MACKENZIE FINANCIAL CORP02,716+2,7160.000.00+0.00buy
LOOMIS SAYLES & CO L P02,483+2,4830.000.00+0.00buy
D. E. Shaw & Co., Inc.02,481+2,4810.000.00+0.00buy
HRT FINANCIAL LP02,435+2,4350.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC191,765194,195+2,4300.010.01+0.00buy
OMERS ADMINISTRATION Corp02,200+2,2000.000.01+0.01buy
OCCUDO QUANTITATIVE STRATEGIES LP02,111+2,1110.000.13+0.13buy
Illinois Municipal Retirement Fund02,085+2,0850.000.01+0.01buy
NORDEA INVESTMENT MANAGEMENT AB55,54257,505+1,9630.020.02+0.00buy
SEI INVESTMENTS CO135,055136,939+1,8840.060.06+0.00buy
BARLOW WEALTH PARTNERS, INC.34,14435,962+1,8181.401.49+0.09buy
Graham Capital Management, L.P.01,774+1,7740.000.02+0.02buy
ALLIANCEBERNSTEIN L.P.33,00134,728+1,7270.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC01,690+1,6900.000.00+0.00buy
FIRST TRUST ADVISORS LP28,20529,886+1,6810.010.01+0.00buy
Catalyst Funds Management Pty Ltd01,625+1,6250.000.14+0.14buy
Naviter Wealth, LLC01,540+1,5400.000.06+0.06buy
AMERICAN CENTURY COMPANIES INC6,6298,111+1,4820.000.00+0.00buy
&PARTNERS1,2482,667+1,4190.010.01+0.00buy
Quantinno Capital Management LP5,5346,924+1,3900.020.02-0.00buy
Smith Group Asset Management, LLC01,390+1,3900.000.03+0.03buy
Motley Fool Asset Management LLC14,43415,796+1,3620.270.28+0.01buy
Alberta Investment Management Corp01,256+1,2560.000.00+0.00buy
MetLife Investment Management, LLC15,15916,401+1,2420.030.03+0.00buy
Quadrature Capital Ltd01,220+1,2200.000.01+0.01buy
Dynamic Technology Lab Private Ltd6751,860+1,1850.020.10+0.08buy
OSAIC HOLDINGS, INC.2,1623,326+1,1640.000.00+0.00buy
NATIONAL BANK OF CANADA /FI/27,11328,121+1,0080.010.01+0.00buy
Pacer Advisors, Inc.3,9814,951+9700.000.00+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS13,87914,815+9360.010.01+0.00buy
Tower Research Capital LLC (TRC)7101,577+8670.010.01+0.00buy
MML INVESTORS SERVICES, LLC4,2805,095+8150.000.01+0.00buy
VICTORY CAPITAL MANAGEMENT INC15,84316,626+7830.000.01+0.00buy
Callan Family Office, LLC0782+7820.000.02+0.02buy
CW Advisors, LLC9,23710,010+7730.040.05+0.01buy
TWO SIGMA SECURITIES, LLC0765+7650.000.05+0.05buy
Zurcher Kantonalbank (Zurich Cantonalbank)6,0806,818+7380.010.01+0.00buy
Compound Planning, Inc.0729+7290.000.01+0.01buy
PRAXIS INVESTMENT MANAGEMENT INC0700+7000.000.02+0.02buy
Glenview Trust Co0674+6740.000.00+0.00buy
Forum Financial Management, LP0662+6620.000.00+0.00buy
Fisher Asset Management, LLC21,34222,001+6590.000.00+0.00buy
Kovitz Investment Group Partners, LLC0654+6540.000.00+0.00buy
EVERGREEN CAPITAL MANAGEMENT LLC0634+6340.000.01+0.01buy
Dundas Partners LLP8991,522+6230.020.04+0.02buy
Rafferty Asset Management, LLC0617+6170.000.00+0.00buy
WILLNER & HELLER, LLC0616+6160.000.18+0.18buy
Corton Capital Inc.0612+6120.000.12+0.12buy
ROBERTS GLORE & CO INC /IL/0610+6100.000.06+0.06buy
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