Purchases and Sales Made in Q1 2024 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q1 2024. 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, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
790KNew |
$215M - $245M
|
790K
$269M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
407K+ 31.48% |
$111M - $126M
|
1.7M
$579M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
125K+ 3164.89% |
$34.1M - $38.9M
|
129K
$44M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
125K+ 8885.32% |
$33.9M - $38.7M
|
126K
$43M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
55.2K+ 2.31% |
$15M - $17.1M
|
2.45M
$834M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.4K+ 30.89% |
$13.7M - $15.7M
|
214K
$72.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.3K+ 104.38% |
$11.2M - $12.8M
|
80.8K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
29.9K+ 4.03% |
$8.14M - $9.29M
|
771K
$263M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
29.4KNew |
$8M - $9.14M
|
29.4K
$10M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
BUY
|
- |
29.4KNew |
$7.99M - $9.13M
|
29.4K
$10M
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
28.2K+ 5.27% |
$7.66M - $8.75M
|
562K
$192M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
25.2KNew |
$6.86M - $7.83M
|
25.2K
$8.59M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
20.3K+ 4.63% |
$5.54M - $6.32M
|
459K
$157M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
19KNew |
$5.17M - $5.9M
|
19K
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
18.9K+ 1.76% |
$5.15M - $5.89M
|
1.09M
$373M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
18.7K+ 81.76% |
$5.09M - $5.81M
|
41.6K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Scout Investments, Inc.
|
BUY
|
- |
18.3K+ 75.79% |
$4.99M - $5.7M
|
42.5K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18.2K+ 165.4% |
$4.94M - $5.65M
|
29.2K
$9.94M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.5KNew |
$4.21M - $4.81M
|
15.5K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
15.4KNew |
$4.18M - $4.77M
|
15.4K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
14KNew |
$3.81M - $4.35M
|
14K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
11.2K+ 46.78% |
$3.03M - $3.47M
|
35K
$11.9M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
11K+ 506.15% |
$3M - $3.43M
|
13.2K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.8KNew |
$2.94M - $3.36M
|
10.8K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
10.3K+ 704.1% |
$2.8M - $3.2M
|
11.8K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.1K+ 32.04% |
$2.75M - $3.14M
|
41.6K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.63K+ 185.24% |
$2.35M - $2.68M
|
13.3K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.14K+ 72.04% |
$2.22M - $2.53M
|
19.4K
$6.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.92KNew |
$2.15M - $2.46M
|
7.92K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.64K+ 252.06% |
$2.08M - $2.37M
|
10.7K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.48K+ 158.16% |
$2.04M - $2.33M
|
12.2K
$4.16M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.77K+ 73.66% |
$1.84M - $2.1M
|
16K
$5.44M
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
6.53K+ 16.36% |
$1.78M - $2.03M
|
46.4K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.39KNew |
$1.74M - $1.98M
|
6.39K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
6.16K+ 99.08% |
$1.68M - $1.92M
|
12.4K
$4.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.09K+ 2.13% |
$1.66M - $1.89M
|
291K
$99.3M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.37K+ 95.4% |
$1.46M - $1.67M
|
11K
$3.75M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5.2KNew |
$1.41M - $1.62M
|
5.2K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
5.07K+ 21.9% |
$1.38M - $1.58M
|
28.2K
$9.62M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
4.63KNew |
$1.26M - $1.44M
|
4.63K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
4.36K+ 4.35% |
$1.19M - $1.36M
|
105K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.08K+ 8.7% |
$1.11M - $1.27M
|
51K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.04K+ 0.16% |
$1.1M - $1.26M
|
2.58M
$879M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.91KNew |
$1.06M - $1.22M
|
3.91K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.48K+ 2.82% |
$947K - $1.08M
|
127K
$43.3M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.36K+ 115.46% |
$914K - $1.04M
|
6.27K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.28KNew |
$893K - $1.02M
|
3.28K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.2KNew |
$869K - $993K
|
3.2K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.08K+ 80.48% |
$839K - $958K
|
6.91K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.88KNew |
$784K - $896K
|
2.88K
$982K
|