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 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
183+ 3.0% |
$33.2K - $47K
|
6.29K
$2.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
169+ 4.6% |
$30.6K - $43.4K
|
3.84K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
146+ 4.98% |
$26.5K - $37.5K
|
3.08K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
144+ 1.19% |
$26.1K - $37K
|
12.3K
$4.17M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
137+ 2.14% |
$24.8K - $35.2K
|
6.53K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
125New |
$22.7K - $32.1K
|
125
$42.4K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
110+ 0.88% |
$19.9K - $28.2K
|
12.6K
$4.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
100+ 70.92% |
$18.1K - $25.7K
|
241
$81.7K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
99+ 10.99% |
$17.9K - $25.4K
|
1K
$339K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
96New |
$17.4K - $24.6K
|
96
$32.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
89+ 22.31% |
$16.1K - $22.8K
|
488
$165K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.74% |
$14.5K - $20.5K
|
10.9K
$3.68M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
79+ 2.27% |
$14.3K - $20.3K
|
3.55K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
79+ 0.25% |
$14.3K - $20.3K
|
31.2K
$10.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
72+ 32.58% |
$13K - $18.5K
|
293
$99.3K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
69+ 0.94% |
$12.5K - $17.7K
|
7.4K
$2.51M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 1.61% |
$10.5K - $14.9K
|
3.65K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
57+ 0.41% |
$10.3K - $14.6K
|
14K
$4.76M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
52+ 3.01% |
$9.42K - $13.3K
|
1.78K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
46+ 1.05% |
$8.34K - $11.8K
|
4.43K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
43+ 3.24% |
$7.79K - $11K
|
1.37K
$464K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
36+ 0.12% |
$6.52K - $9.24K
|
30.2K
$10.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
35+ 0.33% |
$6.34K - $8.98K
|
10.6K
$3.58M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29New |
$5.26K - $7.44K
|
29
$9.83K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 141.18% |
$4.35K - $6.16K
|
41
$13.9K
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
23+ 0.27% |
$4.17K - $5.9K
|
8.52K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22+ 1.7% |
$3.99K - $5.65K
|
1.32K
$447K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
21+ 0.67% |
$3.81K - $5.39K
|
3.14K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
21+ 1.42% |
$3.81K - $5.39K
|
1.5K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16New |
$2.9K - $4.11K
|
16
$5.42K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$2.54K - $3.59K
|
14
$4.74K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13New |
$2.36K - $3.34K
|
13
$4.41K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12+ 1.26% |
$2.17K - $3.08K
|
963
$326K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11New |
$1.99K - $2.82K
|
11
$3.73K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 225.0% |
$1.63K - $2.31K
|
13
$4.41K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8New |
$1.45K - $2.05K
|
8
$2.71K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$1.09K - $1.54K
|
6
$2.03K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6New |
$1.09K - $1.54K
|
6
$2.03K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.09K - $1.54K
|
6
$2.03K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$906 - $1.28K
|
5
$1.69K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.21% |
$544 - $770
|
1.41K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2New |
$362 - $513
|
2
$678
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 50.0% |
$362 - $513
|
6
$2.03K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.05% |
$181 - $257
|
1.88K
$636K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 2.94% |
$181 - $257
|
35
$11.9K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$181 - $257
|
7
$2.37K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.98% |
$181 - $257
|
101
$34.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 1.57% |
$362 - $513
|
125
$42.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 20.0% |
$544 - $770
|
12
$4.07K
|