MORN / Morningstar, Inc. - Institutionellt ägande - Köpare

Morningstar, Inc.
US ˙ NasdaqGS ˙ US6177001095

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Morningstar, Inc. inkluderar Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Kensico Capital Management Corp, Delaware Management Holdings, Inc., River Road Asset Management, LLC, Caxton Associates Llp, Warren Averett Asset Management, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Global Advisers, LLC, Exencial Wealth Advisors, Llc, Vanguard Investments Australia, Ltd., Hunter Perkins Capital Management, LLC, Wedbush Securities Inc, RV Capital GmbH, Lsv Asset Management, GHP Investment Advisors, Inc., Calamos Wealth Management LLC, Calamos Advisors LLC, och Blackstone Group Inc .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-05-15 13F Lazard Asset Management Llc 14 737 23,66 2 491 −3,79
2026-05-15 13F Numerai GP LLC 13 067 11,80 2 209 −13,04
2026-05-07 13F Centerpoint Advisors, LLC 109 37,97 0
2026-05-15 13F Ameriprise Financial Inc 156 711 692,23 26 492 516,36
2026-05-14 13F BNP Paribas Asset Management Holding S.A. 186 048 593,07 31 451 628 920,00
2026-05-15 13F Schonfeld Strategic Advisors LLC 21 806 103,57 3 686 58,40
2026-04-27 13F Td Private Client Wealth Llc 23 64,29 4 0,00
2026-05-12 13F Stifel Financial Corp 63 101 368,00 10 667 264,19
2026-04-21 13F Aaron Wealth Advisors LLC 3 323 50,91 562 17,36
2026-04-21 13F Barlow Wealth Partners, Inc. 57 720 3,94 10 637 −11,66
2026-04-30 13F First Horizon Corp 21 600,00 4
2026-05-15 13F Quarry LP 595 214,81 101 143,90
2026-05-13 13F/A Jpmorgan Chase & Co 430 056 17,64 70 817 −10,85
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 9 583 105,78 1 620 60,08
2026-05-13 13F ISAM Funds (UK) Ltd 1 399 39,90 237 8,76
2026-05-15 13F Amundi 1 775 26,97 300 −0,99
2026-05-14 13F DnB Asset Management AS 1 327 224
2026-05-15 13F Quadrature Capital Ltd 1 924 325
2026-05-15 13F Royal Bank Of Canada 22 471 156,90 3 797 99,84
2026-05-08 13F Vanguard Investments Australia, Ltd. 6 388 1 080
2026-05-14 13F Vident Advisory, LLC 21 690 50,32 3 667 16,94
2026-04-28 13F Abel Hall, LLC 1 233 208
2026-05-15 13F Twinbeech Capital Lp 7 350 1 243
2026-05-14 13F Centiva Capital, LP 1 624 275
2026-05-15 13F MAI Capital Management 765 571,05 129 437,50
2026-05-15 13F Van Eck Associates Corp 21 956 3,61 4 −25,00
2026-05-15 13F Point72 Asset Management, L.P. 170 909 17,13 28 892 −8,88
2026-04-21 13F Wedbush Securities Inc 5 875 1
2026-04-08 13F Cardinal Capital Management 13 777 5,63 2 329 −17,82
2026-05-01 13F Hantz Financial Services, Inc. 4 220 1 826,94 1
2026-05-14 13F 1832 Asset Management L.P. 15 900 2 688
2026-05-15 13F Kensico Capital Management Corp 135 000 22 822
2026-05-13 13F Owl Creek Wealth Partners LLC 95 16
2026-04-13 13F Massmutual Trust Co Fsb/adv 202 14,12 34 −10,53
2026-05-14 13F Capital Fund Management S.a. 67 205 9,80 11 361 −14,59
2026-05-15 13F Janus Henderson Group Plc 89 885 56,08 15 199 21,45
2026-04-07 13F Signaturefd, Llc 1 328 54,24 224 19,79
2026-05-12 13F Fox Run Management, L.l.c. 7 278 62,78 1 198 23,38
2026-05-05 13F State of New Jersey Common Pension Fund D 13 895 35,19 2 349 5,15
2026-05-14 13F Bare Financial Services, Inc 20 3
2026-05-13 13F Magnetar Financial LLC 4 621 781
2026-04-27 13F V-Square Quantitative Management LLC 180 12,50 30 −11,76
2026-04-10 13F Linden Thomas Advisory Services, LLC 5 093 5,03 861 −18,33
2026-04-29 13F Klp Kapitalforvaltning As 5 600 3,70 947 −19,35
2026-05-13 13F Bank Of Montreal /can/ 5 159 7,08 872 −16,63
2026-05-08 13F Bokf, Na 336 3,38 57 −20,00
2026-05-14 13F Marshall Wace, Llp 10 583 206,40 1 789 138,53
2026-05-11 13F Salomon & Ludwin, LLC 94 16
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 2 971 112,06 504 63,84
2026-05-13 13F Callan Family Office, LLC 4 269 32,17 722 2,85
2026-05-11 13F Westpac Banking Corp 834 61,00 141 25,00
2026-04-28 13F Harbor Capital Advisors, Inc. 4 299 100,89 1
2026-05-15 13F American Century Companies Inc 36 642 1 974,86 6 194 1 517,23
2026-05-14 13F Capula Management Ltd 2 760 467
2026-05-15 13F Keating Financial Advisory Services, Inc. 14 40,00 2 0,00
2026-05-14 13F Horizon Investments, LLC 614 19,22 103 −7,21
2026-05-01 13F Sachetta, LLC 18 100,00 3 200,00
2026-04-15 13F Exchange Traded Concepts, Llc 610 18,45 103 −7,21
2026-05-14 13F Inceptionr Llc 3 070 519
2026-05-08 13F Zions Bancorporation, National Association /ut/ 19 5,56 3 0,00
2026-05-15 13F Transamerica Financial Advisors, Inc. 145 42,16 25 9,09
2026-05-15 13F Alliancebernstein L.p. 30 966 18,12 6 729 18,14
2026-04-30 13F Whipplewood Advisors, LLC 18 3
2026-04-28 13F AdvisorShares Investments LLC 2 720 22,52 460 −4,77
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1 257 32,59 212 2,91
2026-04-10 13F Quaker Wealth Management, LLC 4 300,00 1
2026-05-14 13F Neuberger Berman Group LLC 3 550 17,24 600 −8,81
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 117 0,86 20 −24,00
2026-05-12 13F Benjamin Edwards Inc 34 706 636,23 5 867 472,85
2026-05-15 13F Incline Global Management LLC 88 354 1 307,36 14 936 995,01
2026-05-06 13F Redmond Asset Management, LLC 7 705 1,99 1 303 −20,66
2026-05-15 13F Gotham Asset Management, LLC 169 630 69,15 28 676 31,58
2026-04-15 13F Fortitude Family Office, LLC 4 1
2026-05-15 13F Blackstone Group Inc 1 766 299
2026-05-08 13F Los Angeles Capital Management Llc 645 384 581 327,03 109 102 474 256,52
2026-05-14 13F Level Four Advisory Services, Llc 8 075 75,47 1 365 36,50
2026-05-14 13F Caisse De Depot Et Placement Du Quebec 1 600 270
2026-05-07 13F Cassaday & Co Wealth Management LLC 155 26
2026-04-23 13F Oppenheimer & Co Inc 1 219 206
2026-02-06 13F Global Retirement Partners, LLC 351 2 600,00 76 2 433,33
2026-05-01 13F Diversify Wealth Management, Llc 5 951 42,78 1 116 24,00
2026-04-30 13F Lecap Asset Management Ltd 9 626 1 627
2026-05-15 13F Css Llc/il 5 510 137,50 931 84,72
2026-05-04 13F Envestnet Asset Management Inc 106 787 24,21 18 052 −3,37
2026-05-15 13F Jones Financial Companies Lllp 13 301 3 105,06 2 086 2 216,67
2026-04-20 13F Louisiana State Employees Retirement System 6 700 1,52 1 133 −21,06
2026-05-14 13F Rialto Wealth Management, LLC 3 50,00 1
2026-04-29 13F KERR FINANCIAL PLANNING Corp 25 4,17 5 0,00
2026-05-13 13F DRW Securities, LLC 2 475 418
2026-04-30 13F Mv Capital Management, Inc. 7 600,00 1
2026-05-15 13F Advisory Services Network, LLC 13 935 339,17 2 356 241,80
2026-04-10 13F Oak Thistle LLC 13 366 278,10 2 260 194,14
2026-05-08 13F Vanguard Portfolio Management Llc 1 051 820 177 810
2026-04-29 13F American Capital Advisory, LLC 4 100,00 1
2026-05-08 13F Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 142 845 24 148
2026-04-27 13F Exencial Wealth Advisors, Llc 6 736 1 139
2026-05-04 13F Calamos Wealth Management LLC 1 881 318
2026-05-01 13F Fifth Third Bancorp 6 933 2 122,12 1 172 1 649,25
2026-05-12 13F Summit Trail Advisors, Llc 9 634 13,09 1 629 −12,05
2026-05-11 13F Lsv Asset Management 2 800 0
2026-05-08 13F Pnc Financial Services Group, Inc. 1 007 15,61 170 −10,05
2026-05-15 13F Two Sigma Investments, Lp 859 459 124,72 145 292 74,82
2026-04-21 13F GHP Investment Advisors, Inc. 2 486 420
2026-05-05 13F CenterBook Partners LP 5 232 128,57 884 77,87
2026-05-11 13F Ing Groep Nv 16 613 2 808
2026-02-10 13F Norges Bank 286 994 62 367
2026-05-15 13F Worldquant Millennium Advisors Llc 35 752 27,12 6 044 −1,11
2026-05-15 13F Prelude Capital Management, Llc 1 383 234
2026-05-08 13F VANGUARD ASSET MANAGEMENT, Ltd 17 997 3 042
2026-05-13 13F SRS Capital Advisors, Inc. 464 205,26 78 136,36
2026-04-30 13F Verdence Capital Advisors LLC 1 683 18,27 285 −8,09
2026-05-08 13F SHP Wealth Management 2 0
2026-04-13 13F Creative Financial Designs Inc /adv 38 15,15 6 −14,29
2026-05-13 13F Natixis Advisors, L.p. 14 490 5,68 2 0,00
2026-05-13 13F Frec Markets, Inc. 1 389 235
2026-05-15 13F Tudor Investment Corp Et Al 40 000 749,26 6 762 561,00
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 118 1,72 20 −24,00
2026-05-05 13F Sanctuary Advisors, LLC 3 074 29,27 520 0,58
2026-05-06 13F LPL Financial LLC 15 647 53,64 2 645 19,52
2026-04-22 13F Janney Montgomery Scott LLC 2 236 0
2026-05-06 13F Deutsche Bank Ag\ 2 335 5,66 395 −17,92
2026-04-29 13F Hughes Financial Services, LLC 85 2,41 14 −22,22
2026-05-15 13F Tower Research Capital LLC (TRC) 989 4,55 167 −18,54
2026-05-12 13F Royce & Associates Lp 174 275 21,86 29 461 −5,20
2026-05-15 13F D. E. Shaw & Co., Inc. Call 2 600 440
2026-04-28 13F Everence Capital Management Inc 1 903 0
2026-05-15 13F D. E. Shaw & Co., Inc. Put 12 800 2 164
2026-01-14 13F ORG Partners LLC 11 2
2026-05-04 13F Hillsdale Investment Management Inc. 6 810 1 151
2026-05-15 13F Delaware Management Holdings, Inc. 91 290 15 433
2026-05-15 13F Warren Averett Asset Management, LLC 21 153 3 576
2026-05-05 13F Bank of New York Mellon Corp 175 006 2,97 29 585 −19,90
2026-05-08 13F Russell Investments Group, Ltd. 9 808 16,03 1 658 −9,74
2026-05-06 13F Copeland Capital Management, LLC 135 215 28,43 22 858 −0,09
2026-04-30 13F Personal Cfo Solutions, Llc 1 840 7,98 311 −16,22
2026-05-15 13F Holocene Advisors, LP 25 983 4 392
2026-05-15 13F Advisor Group Holdings, Inc. 22 613 26,95 3 823 −1,24
2026-05-13 13F Prudential Financial Inc 65 498 55,34 11 995 30,51
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 1 824 0,27 308 −22,03
2026-05-07 13F Burk Holdings LLC 5 1
2026-05-15 13F Geode Capital Management, Llc 599 222 0,38 101 316 −21,91
2026-05-12 13F Rsm Us Wealth Management Llc 1 554 263
2026-04-06 13F GAMMA Investing LLC 548 52,65 93 17,95
2026-05-08 13F Gsa Capital Partners Llp 3 576 1
2026-05-14 13F Raymond James Financial Inc 57 363 86,38 9 697 44,99
2026-05-14 13F Arrowstreet Capital, Limited Partnership 394 931 38,52 66 763 7,76
2026-04-22 13F Pictet Asset Management Holding SA 4 119 6,13 696 −17,44
2026-05-12 13F Invesco Ltd. 285 130 4,83 48 201 −18,45
2026-05-15 13F/A Vanguard Capital Management Llc 989 467 167 269
2026-05-05 13F Allspring Global Investments Holdings, LLC 27 428 1 976,31 4 655 1 532,98
2026-05-11 13F denkapparat Operations GmbH 4 574 94,14 773 51,27
2026-05-13 13F Globeflex Capital L P 780 132
2026-04-13 13F Hm Payson & Co 700 16,67 118 −9,23
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 3 1
2026-05-15 13F Toroso Investments, LLC 5 178 82,65 875 42,51
2026-05-12 13F Bnp Paribas Arbitrage, Sa 42 179 113,45 7 130 66,05
2026-05-11 13F Allianz Asset Management GmbH 27 104 63,35 4 582 27,07
2026-05-15 13F Canada Pension Plan Investment Board 52 100 175,66 8 808 114,44
2026-05-13 13F O'shaughnessy Asset Management, Llc 2 320 34,57 392 4,81
2026-05-15 13F Huntington National Bank 53 152,38 9 100,00
2026-05-14 13F Caxton Associates Llp 24 977 4 222
2026-05-01 13F Avion Wealth 23 9,52 0
2026-05-11 13F RV Capital GmbH 3 700 654
2026-05-12 13F Hunter Perkins Capital Management, LLC 6 097 1
2026-05-15 13F State Of Wisconsin Investment Board 11 840 32,93 2 002 3,41
2026-05-04 13F Calamos Advisors LLC 1 881 318
2026-05-06 13F Cornerstone Planning Group LLC 17 21,43 3 0,00
2026-05-11 13F Pathstone Holdings, LLC 9 066 17,34 1 533 −8,70
2026-05-14 13F Swiss Life Asset Management Ltd 2 519 109,05 426 62,84
2026-04-06 13F Versant Capital Management, Inc 1 488 19,33 252 −7,04
2026-02-10 13F Principia Wealth Advisory, LLC 4 1
2026-05-13 13F Acadian Asset Management Llc 2 749 644,99 0
2026-05-15 13F MidFirst Bank 18 802 20,16 3 179 −6,53
2026-05-14 13F Renaissance Technologies Llc 448 870 38,64 75 881 7,85
2026-04-16 13F SG Americas Securities, LLC 46 937 211,05 8 133,33
2026-05-07 13F Dimensional Fund Advisors Lp 517 769 9,70 87 514 −14,68
2026-05-11 13F Crossmark Global Holdings, Inc. 1 385 234
2026-05-14 13F Estabrook Capital Management 12 2
2026-05-15 13F Campbell & CO Investment Adviser LLC 1 810 306
2026-02-17 13F Two Sigma Advisers, Lp 354 200 120,27 76 971 106,32
2026-05-15 13F Brevan Howard Capital Management LP 4 331 71,25 732 33,33
2026-05-13 13F Federation des caisses Desjardins du Quebec 1 942 0,67 328 −21,72
2026-05-13 13F Ubs Asset Management Americas Inc 69 226 0,28 11 703 −21,99
2026-05-12 13F Dogwood Wealth Management LLC 28 40,00 5 0,00
2026-05-11 13F Umb Bank N A/mo 509 30,51 86 2,38
2026-04-29 13F CVA Family Office, LLC 257 11,74 43 −12,24
2026-04-28 13F Bogart Wealth, LLC 9 125,00 2
2026-04-30 13F Hsbc Holdings Plc 10 149 2,31 1 712 −20,56
2026-05-11 13F Empire Life Investments Inc. 7 097 0,51 1 204 −21,51
2026-04-10 13F/A OP Asset Management Ltd 12 147 55,17 2 053 20,69
2026-05-15 13F Boothbay Fund Management, Llc 2 571 435
2026-02-13 13F Colony Group, LLC 136 904 6,25 29 751 −0,49
2026-04-30 13F Cromwell Holdings LLC 2 0
2026-05-13 13F Sepio Capital, LP 5 246 84,26 887 43,37
2026-04-29 13F Skopos Labs, Inc. 8 732 563,53 1 476 412,50
2026-05-08 13F Vanguard Global Advisers, LLC 9 184 1 553
2026-05-15 13F Susquehanna International Group, Llp Put 17 700 276,60 2 992 193,05
2026-05-15 13F Bank Of America Corp /de/ 183 575 11,72 31 033 −13,09
2026-05-05 13F SOUTH STATE Corp 9 28,57 2 0,00
2026-05-01 13F Thrivent Financial For Lutherans 45 628 29,68 8 0,00
2026-05-15 13F Integrated Wealth Concepts LLC 2 543 135,25 430 83,33
2026-05-14 13F JustInvest LLC 7 025 34,60 1 188 4,67
2026-02-05 13F Tucker Asset Management Llc 24 5
2026-05-14 13F ExodusPoint Capital Management, LP 2 118 358
2026-05-15 13F Goldman Sachs Group Inc 210 402 84,85 35 568 43,80
2026-05-14 13F Evergreen Capital Management Llc 1 927 38,83 326 7,97
2026-05-14 13F Rockefeller Capital Management L.P. 768 98,45 130 53,57
2026-05-11 13F High Note Wealth, LLC 25 4
2026-05-04 13F Chicago Partners Investment Group LLC 2 449 7,27 456 −5,41
2026-02-17 13F SageView Advisory Group, LLC 33 7
2026-05-14 13F Baird Financial Group, Inc. 1 313 222
2026-04-23 13F Chicago Capital, LLC 74 162 7,42 12 537 −16,44
2026-05-15 13F Citadel Advisors Llc 23 650 3 998
2026-05-14 13F Kilter Group LLC 7 16,67 1 0,00
2026-05-13 13F Parkside Financial Bank & Trust 93 165,71 16 114,29
2026-05-15 13F California State Teachers Retirement System 29 423 15,81 4 974 −9,93
2026-04-01 13F Confluence Investment Management Llc 177 568 149,98 30 018 94,46
2026-05-05 13F Amica Mutual Insurance Co 2 331 22,43 0
2026-04-30 13F River Road Asset Management, LLC 42 084 7 114
2026-04-06 13F Highline Wealth Partners Llc 3 1
2026-05-13 13F Xponance, Inc. 4 222 12,92 714 −12,19
2026-05-15 13F Charles Schwab Investment Management Inc 213 823 12,58 36 147 −12,42
2026-02-11 13F Parallel Advisors, LLC 1 427 35,90 310 27,57
2026-04-14 13F Congress Asset Management Co /ma 77 405 3,84 13 085 −19,22
2026-05-15 13F Price T Rowe Associates Inc /md/ 23 229 6,67 4 −25,00
2026-05-12 13F TD Waterhouse Canada Inc. 800 136
2026-05-15 13F Wellington Management Group Llp 1 662 405 46,31 281 030 13,82
2026-05-15 13F Larson Financial Group LLC 368 484,13 62 376,92
2026-05-15 13F Armistice Capital, Llc 1 327 224
2026-04-14 13F Zrc Wealth Management, Llc 151 139,68 26 92,31
2026-05-07 13F New York Life Investment Management Llc 2 802 26,84 474 −1,46
2026-05-15 13F Crawford Fund Management, LLC 89 200 339,41 15 079 241,85
2026-05-13 13F/A Walleye Capital LLC 20 166 3 409
2026-05-11 13F Manchester Capital Management LLC 41 583,33 7 500,00
2026-05-14 13F Loomis Sayles & Co L P 48 981 541,87 8 280 399,40
2026-04-22 13F Spire Wealth Management 4 1
2026-05-15 13F Trexquant Investment LP 29 267 44,01 4 948 12,02
2026-05-12 13F Curio Wealth, Llc 1 0
2026-05-15 13F Citadel Advisors Llc Put 8 700 141,67 1 471 87,98
2026-05-15 13F Breakwater Investment Management 3 50,00 1
2026-05-12 13F Creative Planning 34 401 16,31 5 815 −9,52
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