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
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-9.98KClosed |
$2.55M - $3.35M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-10.3K- 52.25% |
$2.62M - $3.45M
|
9.38K
$2.96M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.3KClosed |
$2.62M - $3.45M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-10.3K- 14.18% |
$2.64M - $3.47M
|
62.5K
$19.7M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.3K- 55.33% |
$2.88M - $3.79M
|
9.1K
$2.87M
|
|
|
May 16, 2022
Q1 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-12.6K- 18.11% |
$3.22M - $4.24M
|
57K
$18M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.6K- 12.72% |
$3.74M - $4.91M
|
100K
$31.7M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.7KClosed |
$3.76M - $4.94M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-15.6KClosed |
$3.99M - $5.24M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-16K- 3.81% |
$4.09M - $5.38M
|
405K
$128M
|
|
|
May 16, 2022
Q1 2022
|
Pelham Global Financials LTD
London, X0 |
SELL
|
- |
-19.6K- 20.34% |
$5M - $6.57M
|
76.6K
$24.2M
|
|
|
May 16, 2022
Q1 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-21.9K- 32.93% |
$5.59M - $7.36M
|
44.6K
$14.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.4K- 96.07% |
$6.23M - $8.19M
|
998
$315K
|
|
|
May 11, 2022
Q1 2022
|
Parnassus Investments, LLC
|
SELL
|
- |
-25.5K- 27.62% |
$6.53M - $8.58M
|
66.9K
$21.1M
|
|
|
May 13, 2022
Q1 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-26.3K- 3.26% |
$6.71M - $8.83M
|
779K
$246M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.2K- 28.35% |
$7.2M - $9.47M
|
71.3K
$22.5M
|
|
|
May 12, 2023
Q1 2022
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-30.3K- 12.23% |
$7.74M - $10.2M
|
217K
$68.7M
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-31.5K- 5.97% |
$8.05M - $10.6M
|
496K
$157M
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-34.3KClosed |
$8.75M - $11.5M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-43.5K- 3.6% |
$11.1M - $14.6M
|
1.17M
$368M
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-47.9K- 40.35% |
$12.3M - $16.1M
|
70.9K
$22.4M
|
|
|
May 06, 2022
Q1 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-54.6K- 92.91% |
$14M - $18.3M
|
4.17K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Northern Right Capital Management, L.P.
Darien, CT |
SELL
|
- |
-55KClosed |
$14.1M - $18.5M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-55.7K- 17.76% |
$14.2M - $18.7M
|
258K
$81.4M
|
|
|
May 16, 2022
Q1 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-86.2K- 95.32% |
$22M - $29M
|
4.23K
$1.34M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 60.91% |
$28.4M - $37.3M
|
71.3K
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-121K- 10.1% |
$31M - $40.7M
|
1.08M
$341M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-125K- 99.31% |
$32M - $42M
|
874
$276K
|
|
|
May 09, 2022
Q1 2022
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-226KClosed |
$57.7M - $75.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-713K- 14.7% |
$182M - $240M
|
4.14M
$1.31B
|