Purchases and Sales Made in Q1 2024 in Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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 13, 2024 Q1 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
2.8K
+ 50.87%
$761K - $869K
8.3K $2.81M
Nov 14, 2024 Q1 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
2.73K
+ 21.44%
$744K - $850K
15.5K $5.25M
May 13, 2024 Q1 2024
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
2.73K
+ 132.4%
$743K - $848K
4.79K $1.62M
May 08, 2024 Q1 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.57K
+ 1.42%
$700K - $799K
184K $62.4M
May 13, 2024 Q1 2024
Jump Financial, LLC

Chicago, IL
BUY
 -
2.42K
+ 39.01%
$657K - $751K
8.61K $2.92M
May 15, 2024 Q1 2024
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
2.4K
+ 600.0%
$653K - $746K
2.8K $949K
Apr 26, 2024 Q1 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
2.16K
+ 12723.53%
$588K - $672K
2.18K $739K
May 07, 2024 Q1 2024
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
BUY
 -
2.12K
New
$577K - $659K
2.12K $719K
Apr 15, 2024 Q1 2024
Exchange Traded Concepts, LLC

BUY
 -
2.04K
New
$554K - $633K
2.04K $690K
May 15, 2024 Q1 2024
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
2.03K
New
$552K - $630K
2.03K $687K
May 13, 2024 Q1 2024
Natixis

Paris, I0
BUY
 -
2K
+ 7.41%
$544K - $621K
29K $9.83M
May 13, 2024 Q1 2024
Great West Life Assurance CO

Winnipeg, A2
BUY
 -
2K
+ 12.72%
$543K - $621K
17.7K $6M
May 13, 2024 Q1 2024
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
1.94K
+ 76.43%
$528K - $603K
4.48K $1.52M
May 14, 2024 Q1 2024
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
1.92K
+ 16.76%
$522K - $597K
13.4K $4.53M
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
1.88K
New
$511K - $584K
1.88K $636K
May 10, 2024 Q1 2024
Y Intercept (Hong Kong) LTD

BUY
 -
1.84K
New
$499K - $571K
1.84K $622K
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
1.8K
+ 89.63%
$489K - $559K
3.8K $1.29M
May 14, 2024 Q1 2024
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
1.57K
+ 7.18%
$428K - $489K
23.5K $7.96M
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.56K
+ 195.01%
$425K - $486K
2.37K $802K
May 08, 2024 Q1 2024
Entropy Technologies, LP

New York, NY
BUY
 -
1.39K
New
$377K - $431K
1.39K $470K
May 10, 2024 Q1 2024
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.38K
New
$376K - $430K
1.38K $469K
May 13, 2024 Q1 2024
Royce & Associates LP

BUY
 -
1.34K
+ 0.6%
$365K - $417K
225K $76.3M
May 20, 2024 Q1 2024
Virtu Financial LLC

New York, NY
BUY
 -
1.32K
New
$358K - $409K
1.32K $446K
May 14, 2024 Q1 2024
Maven Securities LTD

St Helier, Y9
BUY
 -
1.3K
New
$354K - $404K
1.3K $441K
May 13, 2024 Q1 2024
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
1.21K
+ 1.39%
$329K - $376K
87.9K $29.8M
May 13, 2024 Q1 2024
Ethic Inc.

New York, NY
BUY
 -
1.19K
+ 104.31%
$323K - $369K
2.33K $788K
May 14, 2024 Q1 2024
Pearl River Capital, LLC

Niles, MI
BUY
 -
1.17K
New
$319K - $365K
1.17K $398K
May 15, 2024 Q1 2024
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
1.15K
New
$313K - $358K
1.15K $390K
May 09, 2024 Q1 2024
Quest Partners LLC

New York, NY
BUY
 -
1.15K
New
$311K - $356K
1.15K $388K
May 09, 2024 Q1 2024
Inceptionr LLC

Lafayette, CA
BUY
 -
1.14K
+ 103.72%
$311K - $355K
2.25K $762K
May 13, 2024 Q1 2024
Xtx Topco LTD

London, X0
BUY
 -
1.12K
New
$303K - $346K
1.12K $378K
Apr 15, 2024 Q1 2024
Cardinal Capital Management

BUY
 -
1.05K
+ 9.79%
$285K - $325K
11.7K $3.98M
Jul 12, 2024 Q1 2024
Cardinal Capital Management

BUY
 -
1.05K
+ 9.79%
$285K - $325K
11.7K $3.98M
Apr 18, 2024 Q1 2024
Barlow Wealth Partners, Inc.

Louisville, KY
BUY
 -
1.01K
+ 3.17%
$275K - $314K
32.9K $11.2M
May 15, 2024 Q1 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.01K
New
$275K - $314K
1.01K $343K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
1K
New
$272K - $311K
1K $339K
May 14, 2024 Q1 2024
Algert Global LLC

San Francisco, CA
BUY
 -
972
+ 5.92%
$264K - $302K
17.4K $5.89M
Apr 17, 2024 Q1 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
956
+ 20.59%
$260K - $297K
5.6K $1.9M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
924
+ 0.05%
$251K - $287K
1.94M $656M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
924
+ 0.05%
$251K - $287K
1.94M $656M
May 14, 2024 Q1 2024
Quadrature Capital LTD

London, X0
BUY
 -
872
New
$237K - $271K
872 $296K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
854
+ 19.75%
$232K - $265K
5.18K $1.76M
Apr 19, 2024 Q1 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
798
New
$217K - $248K
798 $270K
May 10, 2024 Q1 2024
Spears Abacus Advisors LLC

BUY
 -
796
New
$217K - $247K
796 $270K
Apr 05, 2024 Q1 2024
Cwm, LLC

BUY
 -
783
+ 241.67%
$213K - $243K
1.11K $375K
May 15, 2024 Q1 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
740
New
$201K - $230K
740 $251K
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
703
New
$191K - $218K
703 $238K
May 14, 2024 Q1 2024
Glenview Trust CO

Louisville, KY
BUY
 -
696
New
$189K - $216K
696 $236K
May 14, 2024 Q1 2024
Verition Fund Management LLC

Greenwich, CT
BUY
 -
695
+ 64.59%
$189K - $216K
1.77K $600K

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