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 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
266+ 29.59% |
$68K - $89.4K
|
1.17K
$383K
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
261+ 3.99% |
$66.7K - $87.7K
|
6.8K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
240+ 5.63% |
$61.3K - $80.6K
|
4.5K
$1.48M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
232+ 5.81% |
$59.3K - $78K
|
4.23K
$1.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Cardinal Capital Management
|
BUY
|
- |
169+ 1.43% |
$43.2K - $56.8K
|
12K
$3.95M
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
166New |
$42.4K - $55.8K
|
166
$54.6K
|
|
|
May 13, 2022
Q1 2022
|
Aviva PLC
|
BUY
|
- |
164+ 2.05% |
$41.9K - $55.1K
|
8.17K
$2.69M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
153+ 3.72% |
$39.1K - $51.4K
|
4.27K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
151+ 4.03% |
$38.6K - $50.7K
|
3.9K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
145+ 1.71% |
$37.1K - $48.7K
|
8.62K
$2.83M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
140+ 5.56% |
$35.8K - $47K
|
2.66K
$873K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
135New |
$34.5K - $45.4K
|
135
$44.4K
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
134+ 0.18% |
$34.2K - $45K
|
76.5K
$25.1M
|
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
132+ 1.58% |
$33.7K - $44.4K
|
8.49K
$2.79M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
130+ 9.57% |
$33.2K - $43.7K
|
1.49K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
125+ 19.23% |
$31.9K - $42K
|
775
$255K
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
123+ 12.0% |
$31.4K - $41.3K
|
1.15K
$377K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106+ 4.85% |
$27.1K - $35.6K
|
2.29K
$754K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
106+ 0.77% |
$27.1K - $35.6K
|
13.8K
$4.54M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
105+ 7.57% |
$26.8K - $35.3K
|
1.49K
$491K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
104+ 22.86% |
$26.6K - $34.9K
|
559
$184K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$25.6K - $33.6K
|
100
$32.9K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91+ 8.41% |
$23.3K - $30.6K
|
1.17K
$386K
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
87+ 15.88% |
$22.2K - $29.2K
|
635
$209K
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
81+ 2.69% |
$20.7K - $27.2K
|
3.09K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
81+ 0.11% |
$20.7K - $27.2K
|
76.9K
$25.3M
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
80+ 4.47% |
$20.4K - $26.9K
|
1.87K
$615K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
76New |
$19.4K - $25.5K
|
76
$25K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74+ 67.89% |
$18.9K - $24.9K
|
183
$60.2K
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
65New |
$16.6K - $21.8K
|
65
$21.4K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
63+ 5.74% |
$16.1K - $21.2K
|
1.16K
$382K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
63+ 0.6% |
$16.1K - $21.2K
|
10.5K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
58+ 3.73% |
$14.8K - $19.5K
|
1.61K
$530K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
50+ 40.0% |
$12.8K - $16.8K
|
175
$57.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
48+ 1.55% |
$12.3K - $16.1K
|
3.14K
$1.03M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
45+ 4.75% |
$11.5K - $15.1K
|
993
$326K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 0.52% |
$10.5K - $13.8K
|
7.9K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
40New |
$10.2K - $13.4K
|
40
$13.2K
|
|
|
May 05, 2022
Q1 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
35+ 0.74% |
$8.94K - $11.8K
|
4.73K
$1.56M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32+ 12.03% |
$8.18K - $10.8K
|
298
$98K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
32+ 0.5% |
$8.18K - $10.8K
|
6.41K
$2.11M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31+ 3.7% |
$7.92K - $10.4K
|
868
$285K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25New |
$6.39K - $8.4K
|
25
$8.22K
|
|
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.1% |
$6.39K - $8.4K
|
26.3K
$8.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
24+ 42.86% |
$6.13K - $8.06K
|
80
$26.3K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
23+ 2.64% |
$5.88K - $7.73K
|
894
$294K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23New |
$5.88K - $7.73K
|
23
$7.56K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21+ 1.42% |
$5.37K - $7.06K
|
1.5K
$492K
|
|
|
May 11, 2022
Q1 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
18+ 0.18% |
$4.6K - $6.05K
|
10.3K
$3.39M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 5.36% |
$4.34K - $5.71K
|
334
$110K
|