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 13, 2022 Q1 2022
Covestor LTD

Boston, MA
SELL
 -
-48
- 48.0%
$12.3K - $16.1K
52 $16.4K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-52
- 3.31%
$13.3K - $17.5K
1.52K $480K
May 03, 2022 Q1 2022
Motive Wealth Advisors

SELL
 -
-52
- 0.89%
$13.3K - $17.5K
5.76K $1.82M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

SELL
 -
-63
- 1.88%
$16.1K - $21.2K
3.29K $1.04M
May 10, 2022 Q1 2022
Ceera Investments, LLC

Bellaire, TX
SELL
 -
-80
- 0.61%
$20.4K - $26.9K
13.1K $4.15M
Apr 27, 2022 Q1 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-83
- 4.59%
$21.2K - $27.9K
1.73K $545K
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-90
- 89.11%
$23K - $30.2K
11 $3.48K
May 05, 2022 Q1 2022
Simon Quick Advisors, LLC

SELL
 -
-100
- 38.02%
$25.6K - $33.6K
163 $51.5K
May 11, 2022 Q1 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-105
- 2.16%
$26.8K - $35.3K
4.76K $1.5M
May 04, 2022 Q1 2022
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-119
- 0.22%
$30.4K - $40K
53K $16.7M
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-133
- 1.68%
$34K - $44.7K
7.8K $2.46M
Apr 14, 2022 Q1 2022
State Of Alaska, Department Of Revenue

SELL
 -
-145
- 1.26%
$37.1K - $48.7K
11.3K $3.58M
Aug 11, 2023 Q1 2022
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-164
- 12.94%
$41.9K - $55.1K
1.1K $348K
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-176
- 2.11%
$45K - $59.1K
8.18K $2.59M
May 16, 2022 Q1 2022
Voya Investment Management LLC

Atlanta, GA
SELL
 -
-180
- 1.6%
$46K - $60.5K
11.1K $3.49M
May 16, 2022 Q1 2022
Aquatic Capital Management LLC

Chicago, IL
SELL
 -
-200
Closed
$51.1K - $67.2K
0 $0
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-229
- 2.36%
$58.5K - $77K
9.48K $2.99M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
SELL
 -
-235
- 3.22%
$60.1K - $79K
7.05K $2.23M
May 06, 2022 Q1 2022
State Board Of Administration Of Florida Retirement System

SELL
 -
-240
- 0.88%
$61.3K - $80.6K
26.9K $8.5M
May 04, 2022 Q1 2022
Precision Wealth Strategies, LLC

SELL
 -
-244
- 9.06%
$62.4K - $82K
2.45K $774K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-264
- 11.42%
$67.5K - $88.7K
2.05K $647K
May 12, 2022 Q1 2022
Harvest Fund Management Co., LTD

Beijing, F4
SELL
 -
-265
- 54.08%
$67.7K - $89K
225 $71.1K
May 12, 2022 Q1 2022
Panagora Asset Management Inc

Boston, MA
SELL
 -
-304
- 0.76%
$77.7K - $102K
39.6K $12.5M
May 05, 2022 Q1 2022
New York State Common Retirement Fund

SELL
 -
-400
- 0.41%
$102K - $134K
96.5K $30.5M
Apr 29, 2022 Q1 2022
Yorktown Management & Research CO Inc

SELL
 -
-400
- 5.8%
$102K - $134K
6.5K $2.05M
May 16, 2022 Q1 2022
Marshall Wace, LLP

London, X0
SELL
 -
-417
Closed
$107K - $140K
0 $0
Apr 29, 2022 Q1 2022
Navellier & Associates Inc

Reno, NV
SELL
 -
-420
- 17.35%
$107K - $141K
2K $632K
May 16, 2022 Q1 2022
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-432
- 71.4%
$110K - $145K
173 $54.7K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-509
- 20.27%
$130K - $171K
2K $632K
May 13, 2022 Q1 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-571
- 4.63%
$146K - $192K
11.8K $3.72M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-586
Closed
$150K - $197K
0 $0
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-612
Closed
$156K - $206K
0 $0
May 10, 2022 Q1 2022
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-627
Closed
$160K - $211K
0 $0
May 11, 2022 Q1 2022
American Century Companies Inc

Kansas City, MO
SELL
 -
-641
Closed
$164K - $215K
0 $0
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

SELL
 -
-645
Closed
$165K - $217K
0 $0
May 16, 2022 Q1 2022
Stonegate Investment Group, LLC

Birmingham, AL
SELL
 -
-650
Closed
$166K - $218K
0 $0
May 13, 2022 Q1 2022
Clearbridge Investments, LLC

New York, NY
SELL
 -
-650
Closed
$166K - $218K
0 $0
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

SELL
 -
-690
Closed
$176K - $232K
0 $0
May 11, 2022 Q1 2022
Long Road Investment Counsel, LLC

SELL
 -
-700
Closed
$179K - $235K
0 $0
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

SELL
 -
-706
Closed
$180K - $237K
0 $0
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-715
Closed
$183K - $240K
0 $0
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-727
- 6.7%
$186K - $244K
10.1K $3.2M
May 02, 2022 Q1 2022
Roberts Glore & CO Inc

Deerfield, IL
SELL
 -
-730
Closed
$187K - $245K
0 $0
May 16, 2022 Q1 2022
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-744
- 5.62%
$190K - $250K
12.5K $3.95M
May 12, 2022 Q1 2022
Rhumbline Advisers

Boston, MA
SELL
 -
-757
- 2.7%
$193K - $254K
27.3K $8.62M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-768
Closed
$196K - $258K
0 $0
May 17, 2022 Q1 2022
Virtu Financial LLC

New York, NY
SELL
 -
-815
Closed
$208K - $274K
0 $0
May 06, 2022 Q1 2022
Accuvest Global Advisors

Provo, UT
SELL
 -
-899
Closed
$230K - $302K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-914
Closed
$234K - $307K
0 $0

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