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 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-936
- 12.58%
$239K - $315K
6.5K $2.14M
May 13, 2022 Q1 2022
Pegasus Partners Ltd.

Mequon, WI
SELL
 -
-983
Closed
$251K - $330K
0 $0
Apr 29, 2022 Q1 2022
Daiwa Securities Group Inc.

Tokyo, M0
SELL
 -
-1K
- 3.17%
$256K - $336K
30.6K $10.1M
May 09, 2022 Q1 2022
Sepio Capital, LP

SELL
 -
-1.02K
- 16.37%
$260K - $342K
5.21K $1.71M
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-1.05K
- 88.01%
$268K - $353K
143 $47K
May 16, 2022 Q1 2022
Praesidium Investment Management Company, LLC

New York, NY
SELL
 -
-1.07K
- 0.47%
$274K - $361K
225K $74.1M
Apr 18, 2022 Q1 2022
Copeland Capital Management, LLC

SELL
 -
-1.08K
- 1.73%
$275K - $362K
61.2K $20.1M
May 11, 2022 Q1 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.15K
- 53.33%
$295K - $388K
1.01K $332K
Apr 25, 2022 Q1 2022
Assenagon Asset Management S.A.

SELL
 -
-1.2K
Closed
$305K - $402K
0 $0
Apr 21, 2022 Q1 2022
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-1.2K
Closed
$307K - $403K
0 $0
May 02, 2022 Q1 2022
Davenport & CO LLC

SELL
 -
-1.29K
- 53.33%
$329K - $433K
1.13K $371K
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-1.29K
Closed
$329K - $433K
0 $0
May 06, 2022 Q1 2022
Los Angeles Capital Management LLC

SELL
 -
-1.34K
- 64.58%
$343K - $451K
736 $242K
May 16, 2022 Q1 2022
Voloridge Investment Management, LLC

Jupiter, FL
SELL
 -
-1.35K
Closed
$344K - $452K
0 $0
May 04, 2022 Q1 2022
Victory Capital Management Inc

SELL
 -
-1.41K
- 5.16%
$360K - $474K
25.9K $8.53M
May 12, 2022 Q1 2022
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-1.45K
Closed
$372K - $489K
0 $0
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-1.52K
- 11.38%
$389K - $512K
11.9K $3.9M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-1.61K
- 3.31%
$411K - $541K
47K $15.5M
Apr 27, 2022 Q1 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-1.77K
- 30.48%
$453K - $596K
4.04K $1.33M
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-1.81K
- 37.8%
$462K - $607K
2.97K $977K
Apr 21, 2022 Q1 2022
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-1.86K
- 65.69%
$475K - $624K
970 $319K
Apr 27, 2022 Q1 2022
Kornitzer Capital Management Inc

SELL
 -
-1.99K
- 4.65%
$508K - $668K
40.7K $13.4M
May 06, 2022 Q1 2022
Leverage Partners Absolute Return Fund Spc

SELL
 -
-2.5K
Closed
$639K - $840K
0 $0
May 16, 2022 Q1 2022
California State Teachers Retirement System

West Sacramento, CA
SELL
 -
-2.62K
- 7.97%
$669K - $880K
30.2K $9.94M
May 12, 2022 Q1 2022
Bnp Paribas Asset Management Holding S.A.

SELL
 -
-2.68K
- 11.08%
$685K - $901K
21.5K $7.07M
May 16, 2022 Q1 2022
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-2.77K
Closed
$707K - $929K
0 $0
May 13, 2022 Q1 2022
Btg Pactual Global Asset Management LTD

New York, NY
SELL
 -
-2.79K
- 33.08%
$713K - $937K
5.64K $1.85M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.88K
- 17.18%
$736K - $967K
13.9K $4.56M
Apr 14, 2022 Q1 2022
Yhb Investment Advisors, Inc.

SELL
 -
-3.18K
- 13.81%
$813K - $1.07M
19.8K $6.52M
May 16, 2022 Q1 2022
Allstate Corp

Northbrook, IL
SELL
 -
-3.39K
Closed
$867K - $1.14M
0 $0
May 17, 2022 Q1 2022
Mirabella Financial Services LLP

London, X0
SELL
 -
-3.63K
Closed
$928K - $1.22M
0 $0
May 13, 2022 Q1 2022
Arrowstreet Capital, Limited Partnership

Boston, MA
SELL
 -
-4.03K
- 17.12%
$1.03M - $1.35M
19.5K $6.42M
May 02, 2022 Q1 2022
Iridian Asset Management LLC

SELL
 -
-4.03K
Closed
$1.03M - $1.35M
0 $0
May 13, 2022 Q1 2022
Ergoteles LLC

New York, NY
SELL
 -
-4.1K
Closed
$1.05M - $1.38M
0 $0
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-4.49K
- 22.34%
$1.15M - $1.51M
15.6K $5.13M
May 03, 2022 Q1 2022
Knowledge Leaders Capital, LLC

SELL
 -
-4.6K
Closed
$1.17M - $1.54M
0 $0
May 11, 2022 Q1 2022
Nicholas Company, Inc.

SELL
 -
-5.02K
- 16.0%
$1.28M - $1.69M
26.3K $8.66M
May 16, 2022 Q1 2022
Nuveen Asset Management, LLC

Chicago, IL
SELL
 -
-5.03K
- 4.79%
$1.29M - $1.69M
100K $32.9M
May 09, 2022 Q1 2022
Bank Of Nova Scotia

SELL
 -
-5.11K
- 32.32%
$1.31M - $1.72M
10.7K $3.52M
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-5.29K
- 31.99%
$1.35M - $1.78M
11.2K $3.7M
May 12, 2022 Q1 2022
Apg Asset Management N.V.

Amsterdam, P7
SELL
 -
-5.3K
Closed
$1.35M - $1.78M
0 $0
May 11, 2022 Q1 2022
Jennison Associates LLC

SELL
 -
-5.56K
- 53.13%
$1.42M - $1.87M
4.9K $1.61M
May 13, 2022 Q1 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-5.83K
- 4.83%
$1.49M - $1.96M
115K $37.8M
May 09, 2022 Q1 2022
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-6K
Closed
$1.53M - $2.02M
0 $0
May 16, 2022 Q1 2022
Hrt Financial LP

New York, NY
SELL
 -
-7.65K
Closed
$1.96M - $2.57M
0 $0
May 16, 2022 Q1 2022
2 Xideas Ag

Pfaffikon, V8
SELL
 -
-8.16K
- 14.86%
$2.09M - $2.74M
46.8K $15.4M
May 16, 2022 Q1 2022
Schonfeld Strategic Advisors LLC

New York, NY
SELL
 -
-8.29K
Closed
$2.12M - $2.79M
0 $0
May 13, 2022 Q1 2022
Cibc World Markets Corp

New York, NY
SELL
 -
-9K
Closed
$2.3M - $3.02M
0 $0
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-9.84K
- 3.2%
$2.51M - $3.31M
298K $97.9M

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