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
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.59KNew |
$289K - $409K
|
1.59K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.46K+ 110.42% |
$265K - $375K
|
2.79K
$944K
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.41KNew |
$256K - $363K
|
1.41K
$479K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.22K+ 1.29% |
$221K - $312K
|
95.2K
$32.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.22K+ 1.7% |
$220K - $312K
|
72.9K
$24.7M
|
|
|
May 09, 2023
Q1 2023
|
Black Creek Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.2K+ 24.0% |
$217K - $308K
|
6.2K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.15KNew |
$209K - $296K
|
1.15K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.13KNew |
$204K - $289K
|
1.13K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$196K - $277K
|
1.08K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.06KNew |
$192K - $272K
|
1.06K
$359K
|
|
|
May 05, 2023
Q1 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1K+ 17.7% |
$182K - $257K
|
6.66K
$2.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
988+ 5.73% |
$179K - $254K
|
18.2K
$6.17M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
903+ 11.8% |
$164K - $232K
|
8.56K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
George Kaiser Family Foundation
|
BUY
|
- |
900+ 5.66% |
$163K - $231K
|
16.8K
$5.69M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
837+ 10.96% |
$152K - $215K
|
8.48K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
831+ 47.0% |
$151K - $213K
|
2.6K
$881K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
790New |
$143K - $203K
|
790
$268K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
764+ 63.56% |
$138K - $196K
|
1.97K
$666K
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
740+ 1.36% |
$134K - $190K
|
55.3K
$18.7M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
737+ 4.28% |
$134K - $189K
|
17.9K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
707+ 7.53% |
$128K - $181K
|
10.1K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
687+ 4.5% |
$124K - $176K
|
16K
$5.41M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
620+ 6.05% |
$112K - $159K
|
10.9K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
505+ 52.28% |
$91.5K - $130K
|
1.47K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
454+ 14.21% |
$82.3K - $117K
|
3.65K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
443New |
$80.3K - $114K
|
443
$150K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
442+ 12.21% |
$80.1K - $113K
|
4.06K
$1.38M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
442New |
$80.1K - $113K
|
442
$150K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
425+ 1.32% |
$77K - $109K
|
32.6K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
413+ 13.65% |
$74.8K - $106K
|
3.44K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
350+ 5.4% |
$63.4K - $89.8K
|
6.83K
$2.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
275+ 82.83% |
$49.8K - $70.6K
|
607
$206K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
273+ 9100.0% |
$49.5K - $70.1K
|
276
$93.5K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
265+ 20.42% |
$48K - $68K
|
1.56K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
262+ 15.56% |
$47.5K - $67.2K
|
1.95K
$660K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
251+ 11.2% |
$45.5K - $64.4K
|
2.49K
$845K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
245+ 4.95% |
$44.4K - $62.9K
|
5.2K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
244+ 83.85% |
$44.2K - $62.6K
|
535
$181K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
233+ 4.11% |
$42.2K - $59.8K
|
5.9K
$2M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
233+ 22.09% |
$42.2K - $59.8K
|
1.29K
$437K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
227+ 22.63% |
$41.1K - $58.3K
|
1.23K
$417K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
226+ 8.49% |
$41K - $58K
|
2.89K
$978K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
218+ 5.79% |
$39.5K - $55.9K
|
3.99K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
217+ 2.64% |
$39.3K - $55.7K
|
8.44K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
204+ 3.19% |
$37K - $52.4K
|
6.6K
$2.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
202+ 10.79% |
$36.6K - $51.8K
|
2.07K
$703K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
191+ 155.28% |
$34.6K - $49K
|
314
$106K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
187+ 2.6% |
$33.9K - $48K
|
7.38K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
187+ 9.21% |
$33.9K - $48K
|
2.22K
$752K
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
186+ 14.47% |
$33.7K - $47.7K
|
1.47K
$499K
|