Purchases and Sales Made in Q1 2023 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
402K+ 32.97% |
$72.8M - $103M
|
1.62M
$552M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
392KNew |
$71.1M - $101M
|
392K
$134M
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
247KNew |
$44.7M - $63.3M
|
247K
$84M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 5.38% |
$22.7M - $32.2M
|
2.46M
$837M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43.7K+ 51.78% |
$7.92M - $11.2M
|
128K
$43.7M
|
|
|
May 01, 2023
Q1 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
34.5K+ 57.33% |
$6.26M - $8.86M
|
94.7K
$32.3M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
34.5K+ 5.74% |
$6.25M - $8.86M
|
635K
$217M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.3K+ 61.87% |
$5.13M - $7.26M
|
74K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.4K+ 826.69% |
$4.24M - $6.01M
|
26.3K
$8.95M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23K+ 2.76% |
$4.17M - $5.91M
|
857K
$292M
|
|
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
BUY
|
- |
20.7K+ 33.06% |
$3.75M - $5.32M
|
83.4K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
20.4KNew |
$3.69M - $5.23M
|
20.4K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17K+ 0.69% |
$3.08M - $4.36M
|
2.49M
$849M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.5KNew |
$2.98M - $4.23M
|
16.5K
$5.61M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
16K+ 12.74% |
$2.9M - $4.11M
|
142K
$48.3M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 91.18% |
$2.59M - $3.67M
|
30K
$10.2M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14K+ 1.63% |
$2.53M - $3.59M
|
871K
$297M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.3K+ 3.1% |
$2.06M - $2.91M
|
377K
$129M
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
10.8K+ 15.47% |
$1.95M - $2.76M
|
80.3K
$27.4M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
10.6K+ 2.76% |
$1.92M - $2.72M
|
395K
$135M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
10KNew |
$1.81M - $2.57M
|
10K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.85K+ 0.81% |
$1.6M - $2.27M
|
1.11M
$377M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.37K+ 51.2% |
$1.52M - $2.15M
|
24.7K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.35K+ 288.16% |
$1.51M - $2.14M
|
11.2K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.89KNew |
$1.43M - $2.02M
|
7.89K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.3KNew |
$1.32M - $1.87M
|
7.3K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.27K+ 5.32% |
$1.14M - $1.61M
|
124K
$42.3M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.1K+ 105.13% |
$1.11M - $1.57M
|
11.9K
$4.06M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.59KNew |
$832K - $1.18M
|
4.59K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
4.28K+ 11.64% |
$776K - $1.1M
|
41.1K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.14KNew |
$750K - $1.06M
|
4.14K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.12K+ 9.52% |
$747K - $1.06M
|
47.4K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.85K+ 183.02% |
$698K - $988K
|
5.95K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
3.16K+ 1.06% |
$573K - $812K
|
302K
$103M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.06K+ 85.18% |
$555K - $786K
|
6.66K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.7K+ 41.54% |
$489K - $693K
|
9.2K
$3.14M
|
|
|
May 11, 2023
Q1 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
2.57K+ 5.53% |
$465K - $658K
|
49K
$16.7M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.56KNew |
$464K - $657K
|
2.56K
$872K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.55K+ 126.31% |
$463K - $655K
|
4.58K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.43K+ 351.88% |
$440K - $623K
|
3.12K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.29K+ 283.5% |
$414K - $586K
|
3.09K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.28K+ 1.39% |
$414K - $586K
|
166K
$56.6M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.18K+ 4.88% |
$394K - $558K
|
46.8K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.12K+ 4.93% |
$383K - $543K
|
45K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.06K+ 10.9% |
$372K - $527K
|
20.9K
$7.13M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.94K+ 43.26% |
$351K - $497K
|
6.41K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.9K+ 5.78% |
$345K - $488K
|
34.8K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.87K+ 36.95% |
$339K - $480K
|
6.94K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.82KNew |
$330K - $467K
|
1.82K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.68K+ 4.04% |
$304K - $431K
|
43.2K
$14.7M
|