Purchases and Sales Made in Q1 2022 in Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
2.13K
+ 22.28%
$545K - $716K
11.7K $3.7M
May 16, 2022 Q1 2022
Wellington Management Group LLP

Boston, MA
BUY
 -
2.09K
New
$534K - $702K
2.09K $660K
May 16, 2022 Q1 2022
American Capital Management Inc

New York, NY
BUY
 -
2.04K
+ 1.1%
$520K - $684K
186K $58.9M
May 13, 2022 Q1 2022
Peak6 Investments LLC

Chicago, IL
BUY
 -
1.85K
+ 260.99%
$474K - $623K
2.56K $810K
May 16, 2022 Q1 2022
Quantbot Technologies LP

New York, NY
BUY
 -
1.8K
New
$459K - $604K
1.8K $568K
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.77K
+ 8.91%
$452K - $594K
21.6K $6.82M
May 13, 2022 Q1 2022
Dimensional Fund Advisors LP

Austin, TX
BUY
 -
1.62K
+ 0.52%
$415K - $545K
315K $99.6M
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
BUY
 -
1.58K
+ 1.45%
$405K - $532K
111K $35.1M
May 12, 2022 Q1 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
1.56K
New
$398K - $523K
1.56K $492K
Apr 11, 2022 Q1 2022
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
1.43K
+ 4.09%
$366K - $482K
36.5K $11.5M
May 10, 2024 Q1 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
1.42K
New
$362K - $475K
1.42K $447K
Mar 22, 2023 Q1 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
1.37K
+ 3115.91%
$350K - $461K
1.42K $447K
Apr 28, 2022 Q1 2022
Iq Eq Fund Management (Ireland) LTD

BUY
 -
1.34K
+ 27.12%
$341K - $449K
6.26K $1.98M
May 16, 2022 Q1 2022
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
1.23K
+ 10.52%
$315K - $415K
13K $4.1M
May 16, 2022 Q1 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
1.22K
+ 0.38%
$312K - $411K
324K $102M
Apr 20, 2022 Q1 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
1.17K
+ 12.59%
$298K - $391K
10.4K $3.29M
May 13, 2022 Q1 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
1.15K
New
$295K - $388K
1.15K $365K
May 16, 2022 Q1 2022
Legal & General Group PLC

London, X0
BUY
 -
1.03K
+ 4.64%
$264K - $347K
23.3K $7.35M
May 16, 2022 Q1 2022
State Street Corp

Boston, MA
BUY
 -
1.02K
+ 0.28%
$260K - $342K
369K $116M
May 16, 2022 Q1 2022
Boothbay Fund Management, LLC

New York, NY
BUY
 -
1K
New
$256K - $336K
1K $316K
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
991
New
$253K - $333K
991 $313K
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
991
New
$253K - $333K
991 $313K
May 16, 2022 Q1 2022
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
989
+ 10.64%
$253K - $332K
10.3K $3.25M
May 16, 2022 Q1 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
983
+ 53.83%
$251K - $330K
2.81K $887K
May 16, 2022 Q1 2022
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
924
New
$236K - $310K
924 $292K
Apr 20, 2022 Q1 2022
Boston Trust Walden Corp

BUY
 -
916
New
$234K - $308K
916 $289K
May 13, 2022 Q1 2022
Proficio Capital Partners LLC

Newton, MA
BUY
 -
862
New
$220K - $290K
862 $272K
May 11, 2022 Q1 2022
Legacy Advisors, LLC

BUY
 -
820
New
$210K - $276K
820 $259K
May 10, 2022 Q1 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
810
+ 5.14%
$207K - $272K
16.6K $5.23M
May 16, 2022 Q1 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
809
+ 1.88%
$207K - $272K
43.9K $13.9M
May 13, 2022 Q1 2022
Grandeur Peak Global Advisors, LLC

Salt Lake City, UT
BUY
 -
756
+ 17.39%
$193K - $254K
5.1K $1.61M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
738
+ 9.41%
$189K - $248K
8.58K $2.71M
Jul 05, 2022 Q1 2022
Willner & Heller, LLC

BUY
 -
605
New
$155K - $203K
605 $191K
Apr 28, 2022 Q1 2022
Harbor Capital Advisors, Inc.

BUY
 -
596
New
$152K - $200K
596 $188K
May 10, 2022 Q1 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
585
+ 32.52%
$150K - $197K
2.38K $753K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
576
+ 6.92%
$147K - $194K
8.9K $2.81M
May 16, 2022 Q1 2022
Walleye Capital LLC

Plymouth, MN
BUY
 -
521
+ 37.75%
$133K - $175K
1.9K $601K
Apr 28, 2022 Q1 2022
Deka Bank Deutsche Girozentrale

BUY
 -
516
+ 21.64%
$132K - $173K
2.9K $916K
May 13, 2022 Q1 2022
Covey Capital Advisors, LLC

Atlanta, GA
BUY
 -
476
+ 10.32%
$122K - $160K
5.09K $1.61M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
446
+ 11.39%
$114K - $150K
4.36K $1.38M
Jun 30, 2022 Q1 2022
Amalgamated Bank

New York, NY
BUY
 -
404
+ 7.46%
$103K - $136K
5.82K $1.84M
Apr 26, 2022 Q1 2022
Exchange Traded Concepts, LLC

BUY
 -
393
New
$100K - $132K
393 $124K
May 02, 2022 Q1 2022
Bcgm Wealth Management, LLC

BUY
 -
360
+ 11.11%
$92K - $121K
3.6K $1.14M
May 20, 2022 Q1 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
331
+ 42.88%
$84.6K - $111K
1.1K $348K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
323
+ 787.8%
$82.5K - $109K
364 $115K
May 09, 2022 Q1 2022
Teacher Retirement System Of Texas

Austin, TX
BUY
 -
319
+ 7.0%
$81.5K - $107K
4.87K $1.54M
May 11, 2022 Q1 2022
Krane Funds Advisors LLC

New York, NY
BUY
 -
305
+ 26.71%
$77.9K - $102K
1.45K $457K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
290
+ 70.22%
$74.1K - $97.4K
703 $222K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
280
+ 23.93%
$71.6K - $94.1K
1.45K $458K

Track Institutional and Insider Activities on MORN

Follow Morningstar, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MORN shares.

Notify only if

Insider Trading

Get notified when an Morningstar, Inc. insider buys or sells MORN shares.

Notify only if

News

Receive news related to Morningstar, Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MORN