Quarterly Transactions Made in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN). The information is specifically focused on institutions that hold shares of Morningstar, Inc..
Shares Purchased
Shares Sold
| Quarter | Buy | Sell | Net Activity | |||||
|---|---|---|---|---|---|---|---|---|
| New Holding | Increment | Total Shares Bought | Closed Position | Reduction | Total Shares Sold | |||
| Q3 2021 | 1,124,033 | 1,124,355 | 2,248,388 | 640,753 | 250,447 | 891,200 | 1,357,188 | |
| Q4 2021 | 1,041,169 | 987,415 | 2,028,584 | 1,089,195 | 79,176 | 1,168,371 | 860,213 | |
| Q1 2022 | 1,924,910 | 328,033 | 2,252,943 | 1,783,971 | 446,542 | 2,230,513 | 22,430 | |
| Q2 2022 | 1,277,629 | 384,875 | 1,662,504 | 1,057,401 | 222,554 | 1,279,955 | 382,549 | |
| Q3 2022 | 570,435 | 1,864,419 | 2,434,854 | 755,162 | 1,020,877 | 1,776,039 | 658,815 | |
| Q4 2022 | 1,990,201 | 699,709 | 2,689,910 | 717,645 | 1,956 | 719,601 | 1,970,309 | |
| Q1 2023 | 938,286 | 873,313 | 1,811,599 | 945,483 | 0 | 945,483 | 866,116 | |
| Q2 2023 | 3,209,409 | 569,611 | 3,779,020 | 1,945,760 | 235,310 | 2,181,070 | 1,597,950 | |
| Q3 2023 | 3,593,461 | 1,119,842 | 4,713,303 | 1,437,809 | 238,574 | 1,676,383 | 3,036,920 | |
| Q4 2023 | 387,818 | 1,042,677 | 1,430,495 | 2,541,027 | 0 | 2,541,027 | -1,110,532 | |
| Q1 2024 | 1,193,588 | 1,015,571 | 2,209,159 | 1,174,405 | 681 | 1,175,086 | 1,034,073 | |
| Q2 2024 | 1,334,404 | 429,846 | 1,764,250 | 1,091,374 | 0 | 1,091,374 | 672,876 | |
| Q3 2024 | 1,063,203 | 173,332 | 1,236,535 | 945,908 | 0 | 945,908 | 290,627 | |