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 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-403- 15.81% |
$73K - $103K
|
2.15K
$727K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-477- 8.02% |
$86.4K - $122K
|
5.47K
$1.85M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-478- 8.55% |
$86.6K - $123K
|
5.11K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-483- 1.5% |
$87.5K - $124K
|
31.7K
$10.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-505- 13.89% |
$91.5K - $130K
|
3.13K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-524- 4.86% |
$95K - $134K
|
10.3K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-590- 0.4% |
$107K - $151K
|
146K
$49.5M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-627- 2.8% |
$114K - $161K
|
21.8K
$7.37M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-677- 18.42% |
$123K - $174K
|
3K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-758- 8.5% |
$137K - $195K
|
8.16K
$2.76M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.01K- 7.05% |
$184K - $260K
|
13.4K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.17K- 48.77% |
$212K - $301K
|
1.23K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 1.4% |
$217K - $307K
|
84.1K
$28.5M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25K- 8.39% |
$226K - $320K
|
13.6K
$4.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.32K- 36.94% |
$239K - $339K
|
2.25K
$764K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.43K- 14.86% |
$259K - $367K
|
8.2K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.43K- 15.96% |
$260K - $368K
|
7.54K
$2.55M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.48K- 36.56% |
$267K - $379K
|
2.56K
$868K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.6K- 4.45% |
$290K - $411K
|
34.4K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.92K- 2.26% |
$349K - $494K
|
83.3K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.98K- 20.22% |
$359K - $508K
|
7.81K
$2.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.98K- 2.56% |
$359K - $508K
|
75.5K
$25.6M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.07K- 8.67% |
$375K - $531K
|
21.8K
$7.39M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.12K- 9.1% |
$384K - $543K
|
21.1K
$7.16M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.27K- 32.41% |
$412K - $584K
|
4.74K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.28K- 9.95% |
$413K - $584K
|
20.6K
$6.98M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.47K- 48.7% |
$447K - $634K
|
2.6K
$882K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.66K- 9.35% |
$482K - $683K
|
25.8K
$8.74M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.7K- 84.38% |
$489K - $693K
|
500
$169K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.85K- 8.96% |
$516K - $731K
|
28.9K
$9.81M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.87K- 64.29% |
$520K - $737K
|
1.6K
$541K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-2.9K- 4.31% |
$525K - $744K
|
64.3K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.53K- 97.87% |
$640K - $907K
|
77
$26.1K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-4K- 12.42% |
$725K - $1.03M
|
28.2K
$9.56M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.74K- 21.89% |
$859K - $1.22M
|
16.9K
$5.73M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.79K- 1.59% |
$868K - $1.23M
|
297K
$101M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.84K- 53.3% |
$877K - $1.24M
|
4.24K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.94K- 46.19% |
$896K - $1.27M
|
5.76K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-5K- 0.44% |
$906K - $1.28M
|
1.13M
$382M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.13K- 13.74% |
$1.11M - $1.57M
|
38.5K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-6.5K- 10.57% |
$1.18M - $1.67M
|
55K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.95K- 34.35% |
$1.44M - $2.04M
|
15.2K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.4K- 14.29% |
$1.52M - $2.16M
|
50.4K
$17.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.65K- 3.72% |
$1.57M - $2.22M
|
224K
$75.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.1K- 17.92% |
$1.65M - $2.34M
|
41.7K
$14.1M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.8K- 81.3% |
$1.96M - $2.77M
|
2.49K
$843K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-20.2K- 11.2% |
$3.66M - $5.19M
|
160K
$54.3M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-23.5K- 22.56% |
$4.26M - $6.03M
|
80.6K
$27.3M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-23.7K- 2.63% |
$4.29M - $6.07M
|
876K
$297M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-29.8K- 8.72% |
$5.39M - $7.64M
|
312K
$106M
|