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
|
New York State Common Retirement Fund
|
SELL
|
- |
-43K- 44.18% |
$7.8M - $11M
|
54.4K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-45.7K- 1.16% |
$8.28M - $11.7M
|
3.9M
$1.32B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.9K- 42.08% |
$8.85M - $12.5M
|
67.2K
$22.8M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.9K- 42.08% |
$8.85M - $12.5M
|
67.2K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-73.7K- 17.67% |
$13.4M - $18.9M
|
343K
$116M
|
|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-84.2K- 13.17% |
$15.3M - $21.6M
|
555K
$188M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-298K- 88.09% |
$54.1M - $76.6M
|
40.4K
$13.7M
|