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 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16New |
$4.09K - $5.38K
|
16
$5.05K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15+ 0.14% |
$3.83K - $5.04K
|
10.4K
$3.29M
|
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
12+ 0.19% |
$3.07K - $4.03K
|
6.39K
$2.02M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12New |
$3.07K - $4.03K
|
12
$3.79K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11New |
$2.81K - $3.7K
|
11
$3.48K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 52.38% |
$2.81K - $3.7K
|
32
$10.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 128.57% |
$2.3K - $3.02K
|
16
$5.05K
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
9+ 0.1% |
$2.3K - $3.02K
|
8.63K
$2.73M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 225.0% |
$2.3K - $3.02K
|
13
$4.11K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.43% |
$1.79K - $2.35K
|
1.63K
$514K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7New |
$1.79K - $2.35K
|
7
$2.21K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 2.86% |
$1.28K - $1.68K
|
180
$56.9K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5New |
$1.28K - $1.68K
|
5
$1.58K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 55.56% |
$1.28K - $1.68K
|
14
$4.42K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 10.81% |
$1.02K - $1.34K
|
41
$13K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4New |
$1.02K - $1.34K
|
4
$1.26K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 1.36% |
$767 - $1.01K
|
224
$70.8K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.88% |
$767 - $1.01K
|
344
$109K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2New |
$511 - $672
|
2
$632
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.14% |
$511 - $672
|
1.42K
$447K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$511 - $672
|
2
$632
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 11.11% |
$256 - $336
|
10
$3.16K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.06% |
$256 - $336
|
1.73K
$547K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1New |
$256 - $336
|
1
$316
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 4.0% |
$256 - $336
|
26
$8.21K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 0.23% |
$256 - $336
|
425
$134K
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.05% |
$256 - $336
|
1.97K
$623K
|
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.03% |
$511 - $672
|
6.24K
$1.97M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 22.22% |
$511 - $672
|
7
$2.21K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 4.55% |
$1.28K - $1.68K
|
105
$33.2K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5- 0.42% |
$1.28K - $1.68K
|
1.18K
$374K
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-16- 0.8% |
$4.09K - $5.38K
|
1.99K
$628K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-16- 5.19% |
$4.09K - $5.38K
|
292
$92.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-18- 0.74% |
$4.6K - $6.05K
|
2.4K
$759K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-19- 0.3% |
$4.86K - $6.38K
|
6.22K
$1.97M
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-20- 0.56% |
$5.11K - $6.72K
|
3.52K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-22- 1.08% |
$5.62K - $7.39K
|
2.02K
$637K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-23- 6.57% |
$5.88K - $7.73K
|
327
$103K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 6.81% |
$6.39K - $8.4K
|
342
$108K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30- 1.59% |
$7.67K - $10.1K
|
1.85K
$585K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38- 1.81% |
$9.71K - $12.8K
|
2.07K
$652K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-40Closed |
$10.2K - $13.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 5.32% |
$10.2K - $13.4K
|
712
$225K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-43- 4.75% |
$11K - $14.4K
|
863
$273K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-44- 74.58% |
$11.2K - $14.8K
|
15
$4.74K
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-45Closed |
$11.5K - $15.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-46- 12.11% |
$11.8K - $15.5K
|
334
$106K
|
|
|
May 13, 2022
Q1 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-47- 5.3% |
$12K - $15.8K
|
839
$265K
|