Stock TransactionsMORNINGSTAR INC

Total Bought
291,748
59 transactions
Total Sold
1,069,262
78 transactions
Net
-777,514
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC495,106287,658+207,4480.170.110.00sell
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP26,690117,156+90,4660.010.030.00buy
GEODE CAPITAL MANAGEMENT, LLC497,411561,431+64,0200.010.020.00buy
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
PineBridge Investments, L.P.5,08723,880+18,7930.010.06+0.05buy
NATIXIS31,90215,902+16,0000.060.040.00sell
AlphaQuest LLC12,743979+11,7640.380.050.00sell
ALGERT GLOBAL LLC25,50937,086+11,5770.220.300.00buy
Holocene Advisors, LP5,03513,229+8,1940.010.01+0.01buy
CONGRESS ASSET MANAGEMENT CO41,62749,043+7,4160.090.11+0.02buy
PRINCIPAL FINANCIAL GROUP INC84,84578,639+6,2060.020.020.00sell
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND22,93127,906+4,9750.020.02+0.00buy
RENAISSANCE TECHNOLOGIES LLC183,470188,370+4,9000.100.10+0.01buy
CI INVESTMENTS INC.42,54638,720+3,8260.050.050.00sell
FOX RUN MANAGEMENT, L.L.C.1,4654,811+3,3460.100.29+0.19buy
SEGALL BRYANT & HAMILL, LLC33,90536,832+2,9270.150.17+0.02buy
Oak Thistle LLC1,4504,276+2,8260.150.43+0.28buy
NORDEA INVESTMENT MANAGEMENT AB55,54257,505+1,9630.020.02+0.00buy
BARLOW WEALTH PARTNERS, INC.34,14435,962+1,8181.401.49+0.09buy
&PARTNERS1,2482,667+1,4190.010.01+0.00buy
Quantinno Capital Management LP5,5346,924+1,3900.020.020.00buy
Motley Fool Asset Management LLC14,43415,796+1,3620.270.28+0.01buy
Corebridge Financial, Inc.32,22830,875+1,3530.060.060.00sell
Dynamic Technology Lab Private Ltd6751,860+1,1850.020.10+0.08buy
COMMERCE BANK11,18410,166+1,0180.020.020.00sell
CW Advisors, LLC9,23710,010+7730.040.05+0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)6,0806,818+7380.010.010.00buy
Fisher Asset Management, LLC21,34222,001+6590.000.00+0.00buy
Dundas Partners LLP8991,522+6230.020.04+0.02buy
Swiss National Bank54,20054,800+6000.010.01+0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC3,1173,705+5880.040.05+0.01buy
DIVERSIFY WEALTH MANAGEMENT, LLC2,2452,821+5760.070.07-0.00buy
Gibbs Wealth Management2,5003,062+5620.260.28+0.02buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO9,8209,295+5250.010.010.00sell
Point72 Hong Kong Ltd181647+4660.000.01+0.01buy
Allspring Global Investments Holdings, LLC273,398272,951+4470.140.150.00sell
OPPENHEIMER ASSET MANAGEMENT INC.12,92413,323+3990.050.050.00buy
YOUSIF CAPITAL MANAGEMENT, LLC9,8819,487+3940.040.040.00sell
CANADA LIFE ASSURANCE Co22,67422,989+3150.010.01+0.00buy
Petrus Trust Company, LTA703997+2940.020.03+0.01buy
Atria Investments, Inc3,5293,254+2750.010.01-0.00sell
DEARBORN PARTNERS LLC1,0581,330+2720.010.02+0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM26,21725,970+2470.010.01+0.00sell
Marks Group Wealth Management, Inc25,09025,261+1710.760.84+0.07buy
ODDO BHF ASSET MANAGEMENT SAS6,2126,357+1450.100.11+0.01buy
COTTONWOOD CAPITAL ADVISORS, LLC1,0081,135+1270.240.27+0.04buy
TOWNSQUARE CAPITAL LLC41,95942,075+1160.160.160.00buy
Legal & General Group Plc46,13246,245+1130.000.00+0.00buy
PROFUND ADVISORS LLC779670+1090.010.010.00sell
WHITTIER TRUST CO165271+1060.000.000.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,9293,031+1020.010.01-0.00buy
RHUMBLINE ADVISERS77,23377,142+910.020.020.00sell
Alliance Wealth Advisors, LLC /UT4,7024,793+910.390.42+0.02buy
Treasurer of the State of North Carolina11,65911,739+800.010.020.00buy
CIBC Asset Management Inc1,2591,327+680.000.000.00buy
Kensington Investment Counsel, LLC10,61510,682+671.411.50+0.09buy
CIBC Private Wealth Group LLC5,8855,819+660.000.000.00sell
Retirement Systems of Alabama32,78532,851+660.040.04+0.00buy
Precision Wealth Strategies, LLC2,4992,564+650.740.67-0.07buy
Empire Life Investments Inc.6,7506,806+560.130.14+0.01buy
V-Square Quantitative Management LLC93139+460.000.01+0.00buy
State of Alaska, Department of Revenue15,20215,157+450.050.060.00sell
Versant Capital Management, Inc246285+390.020.020.00buy
HARBOR CAPITAL ADVISORS, INC.5,5895,626+370.080.080.00buy
Legacy Advisors, LLC2,9102,947+370.100.10-0.00buy
GREAT VALLEY ADVISOR GROUP, INC.1,5241,559+350.010.01-0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,5175,488+290.030.040.00sell
Stonegate Investment Group, LLC764788+240.010.01+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,9495,967+180.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,9886,005+170.040.04+0.00buy
Ballentine Partners, LLC1,2351,248+130.010.01+0.00buy
ASSOCIATED BANC-CORP765775+100.010.01+0.00buy
Claret Asset Management Corp688693+50.040.04+0.00buy
Mechanics Bank Trust Department1,0471,052+50.040.05+0.00buy
SHELL ASSET MANAGEMENT CO839837+20.010.010.00sell
Spectrum Asset Management, Inc. (NB/CA)1,8051,807+20.240.27+0.03buy
BAKER TILLY WEALTH MANAGEMENT, LLC697696-10.100.09-0.01sell
MUFG Securities EMEA plc25,00024,999-10.290.14-0.15sell
SEEDS INVESTOR LLC2,2702,262-80.270.22-0.05sell
Cannell & Spears LLC790782-80.000.01+0.00sell
Fifth Third Wealth Advisors LLC781772-90.020.01-0.00sell
Linden Thomas Advisory Services, LLC5,1605,151-90.220.22-0.01sell
CREATIVE FINANCIAL DESIGNS INC /ADV8373-100.000.00-0.00sell
Accretive Wealth Partners, LLC3,4253,411-140.460.49+0.03sell
Procyon Advisors, LLC1,9671,951-160.040.04-0.00sell
BESSEMER GROUP INC3,6743,652-220.000.00+0.00sell
SIMON QUICK ADVISORS, LLC3,3623,340-220.070.07-0.00sell
Fonville Wealth Management LLC676646-300.070.07-0.00sell
HBK Sorce Advisory LLC803769-340.010.01+0.00sell
Cardinal Capital Management12,09512,060-350.600.64+0.04sell
JOHNSON INVESTMENT COUNSEL INC4,2574,213-440.010.01+0.00sell
NORDEN GROUP LLC8,5938,545-480.320.33+0.00sell
Diversify Advisory Services, LLC1,1391,072-670.020.02-0.00sell
Sepio Capital, LP6,0065,937-690.150.16+0.01sell
Financial Network Wealth Advisors LLC815-760.020.00-0.02sell
Wallace Advisory Group, LLC1,1441,061-830.250.23-0.01sell
YHB Investment Advisors, Inc.12,96512,876-890.340.36+0.01sell
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,9472,849-980.100.11+0.02sell
Portside Wealth Group, LLC5,3055,195-1100.290.29+0.00sell
Page 1 of 2