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
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5- 0.38% |
$906 - $1.28K
|
1.3K
$440K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 87.5% |
$1.27K - $1.8K
|
1
$339
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 36.36% |
$1.45K - $2.05K
|
14
$4.74K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 10.59% |
$1.63K - $2.31K
|
76
$25.8K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10- 2.71% |
$1.81K - $2.57K
|
359
$122K
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-15- 0.06% |
$2.72K - $3.85K
|
26.3K
$8.92M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-15- 0.06% |
$2.72K - $3.85K
|
26.3K
$8.92M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 13.6% |
$3.08K - $4.36K
|
108
$36.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 75.0% |
$3.26K - $4.62K
|
6
$2.03K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-20- 0.08% |
$3.62K - $5.13K
|
26.6K
$9.03M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-20- 0.08% |
$3.62K - $5.13K
|
26.6K
$9.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21- 65.63% |
$3.81K - $5.39K
|
11
$3.73K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-24- 0.13% |
$4.35K - $6.16K
|
19.1K
$6.47M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26- 0.64% |
$4.71K - $6.67K
|
4.02K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30- 1.05% |
$5.44K - $7.7K
|
2.83K
$960K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-35- 2.69% |
$6.34K - $8.98K
|
1.27K
$429K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-46- 1.51% |
$8.34K - $11.8K
|
3.01K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-49- 0.19% |
$8.88K - $12.6K
|
25.3K
$8.59M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-69- 0.02% |
$12.5K - $17.7K
|
334K
$113M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-69- 6.36% |
$12.5K - $17.7K
|
1.02K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-73- 16.98% |
$13.2K - $18.7K
|
357
$121K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-79- 52.67% |
$14.3K - $20.3K
|
71
$24.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-81- 92.05% |
$14.7K - $20.8K
|
7
$2.37K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-83- 0.67% |
$15K - $21.3K
|
12.4K
$4.19M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-86- 7.11% |
$15.6K - $22.1K
|
1.12K
$381K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-87- 53.05% |
$15.8K - $22.3K
|
77
$26.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-94- 16.61% |
$17K - $24.1K
|
472
$160K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 21.05% |
$18.1K - $25.7K
|
375
$127K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 9.09% |
$18.1K - $25.7K
|
1K
$339K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-103- 2.37% |
$18.7K - $26.4K
|
4.24K
$1.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-148- 10.5% |
$26.8K - $38K
|
1.26K
$428K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-161- 7.85% |
$29.2K - $41.3K
|
1.89K
$641K
|
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-162- 31.83% |
$29.4K - $41.6K
|
347
$118K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-195- 14.8% |
$35.3K - $50K
|
1.12K
$381K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-197- 1.89% |
$35.7K - $50.6K
|
10.2K
$3.46M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-200- 13.39% |
$36.2K - $51.3K
|
1.29K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-203- 8.88% |
$36.8K - $52.1K
|
2.08K
$706K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-256- 3.12% |
$46.4K - $65.7K
|
7.94K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-269- 2.79% |
$48.7K - $69K
|
9.37K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-274- 0.14% |
$49.7K - $70.3K
|
192K
$65.1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-275- 19.07% |
$49.8K - $70.6K
|
1.17K
$396K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-314- 89.46% |
$56.9K - $80.6K
|
37
$12.5K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-328- 3.31% |
$59.4K - $84.2K
|
9.58K
$3.25M
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-360- 8.11% |
$65.2K - $92.4K
|
4.08K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-361- 5.49% |
$65.4K - $92.6K
|
6.21K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-362- 4.29% |
$65.6K - $92.9K
|
8.08K
$2.74M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-376- 2.92% |
$68.1K - $96.5K
|
12.5K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-376- 2.92% |
$68.1K - $96.5K
|
12.5K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-378- 11.19% |
$68.5K - $97K
|
3K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-392- 0.21% |
$71K - $101K
|
184K
$62.4M
|