Purchases and Sales Made in Q1 2022 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q1 2022. The information is specifically focused on institutions that hold shares of Morningstar, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.21M+ 866.87% |
$310M - $407M
|
1.35M
$427M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
157K+ 27.29% |
$40.2M - $52.8M
|
734K
$232M
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
130K+ 5.72% |
$33.2M - $43.7M
|
2.4M
$759M
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
90.5KNew |
$23.1M - $30.4M
|
90.5K
$28.6M
|
|
|
May 16, 2022
Q1 2022
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
76.6KNew |
$19.6M - $25.7M
|
76.6K
$24.2M
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
58.8K+ 15.64% |
$15M - $19.8M
|
435K
$137M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.3K+ 58.93% |
$9.78M - $12.9M
|
103K
$32.6M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
36K+ 87.67% |
$9.19M - $12.1M
|
77K
$24.3M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
35KNew |
$8.94M - $11.7M
|
35K
$11M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.2KNew |
$7.47M - $9.82M
|
29.2K
$9.24M
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
25.4KNew |
$6.5M - $8.54M
|
25.4K
$8.03M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
24K+ 263.74% |
$6.13M - $8.06M
|
33.1K
$10.5M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.7KNew |
$5.8M - $7.63M
|
22.7K
$7.18M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
19K+ 144.1% |
$4.86M - $6.38M
|
32.2K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
18.5K+ 652.04% |
$4.74M - $6.23M
|
21.4K
$6.76M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.5K+ 16.29% |
$4.48M - $5.89M
|
125K
$39.5M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17K+ 1.61% |
$4.33M - $5.7M
|
1.07M
$338M
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.2K+ 37.56% |
$3.37M - $4.43M
|
48.3K
$15.3M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
13K+ 144.25% |
$3.32M - $4.37M
|
22K
$6.96M
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.2K+ 3.82% |
$3.12M - $4.1M
|
331K
$105M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 14.11% |
$3.07M - $4.03M
|
97.1K
$30.7M
|
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
9.65KNew |
$2.47M - $3.24M
|
9.65K
$3.05M
|
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.59K+ 60.35% |
$2.45M - $3.22M
|
25.5K
$8.05M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.18K+ 10.1% |
$2.35M - $3.08M
|
100K
$31.6M
|
|
|
May 16, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9.08KNew |
$2.32M - $3.05M
|
9.08K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
7.87K+ 0.78% |
$2.01M - $2.65M
|
1.02M
$323M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
7.86K+ 24.98% |
$2.01M - $2.64M
|
39.3K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.32K+ 306.83% |
$1.87M - $2.46M
|
9.71K
$3.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.53K+ 753.95% |
$1.41M - $1.86M
|
6.27K
$1.98M
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
4.7K+ 3.28% |
$1.2M - $1.58M
|
148K
$46.8M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.67K+ 1.14% |
$1.19M - $1.57M
|
416K
$131M
|
|
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.5K+ 81.61% |
$1.15M - $1.51M
|
10K
$3.16M
|
|
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.3K+ 286.67% |
$1.1M - $1.44M
|
5.8K
$1.83M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.24K+ 23.88% |
$1.08M - $1.42M
|
22K
$6.95M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.16K+ 15.83% |
$1.06M - $1.4M
|
30.4K
$9.62M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4K+ 11.06% |
$1.02M - $1.35M
|
40.2K
$12.7M
|
|
|
May 09, 2022
Q1 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4K+ 7.68% |
$1.02M - $1.34M
|
56.1K
$17.7M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.97K+ 425.86% |
$1.01M - $1.33M
|
4.9K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.91K+ 144.89% |
$1M - $1.31M
|
6.61K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.91K+ 2.87% |
$1M - $1.31M
|
140K
$44.3M
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.52KNew |
$900K - $1.18M
|
3.52K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 1365.63% |
$893K - $1.17M
|
3.75K
$1.19M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.12KNew |
$797K - $1.05M
|
3.12K
$985K
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
2.77K+ 162.94% |
$708K - $931K
|
4.47K
$1.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
2.74K+ 0.62% |
$699K - $919K
|
444K
$140M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65K+ 101.07% |
$676K - $889K
|
5.26K
$1.66M
|
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
BUY
|
- |
2.57KNew |
$658K - $865K
|
2.57K
$813K
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.46KNew |
$629K - $827K
|
2.46K
$777K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.25K+ 12.13% |
$576K - $757K
|
20.8K
$6.57M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.2K+ 8.68% |
$563K - $740K
|
27.6K
$8.71M
|