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 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
689+ 39.42% |
$187K - $214K
|
2.44K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
687+ 10.56% |
$187K - $213K
|
7.19K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
683+ 22.81% |
$186K - $212K
|
3.68K
$1.25M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
677New |
$184K - $210K
|
677
$229K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
667New |
$181K - $207K
|
667
$226K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
662+ 87.68% |
$180K - $206K
|
1.42K
$480K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
651New |
$177K - $202K
|
651
$221K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
647+ 1.48% |
$176K - $201K
|
44.5K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
640+ 633.66% |
$174K - $199K
|
741
$251K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
637+ 1.9% |
$173K - $198K
|
34.2K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
554+ 35.31% |
$151K - $172K
|
2.12K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
544+ 10.41% |
$148K - $169K
|
5.77K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
American Capital Management Inc
New York, NY |
BUY
|
- |
529+ 0.37% |
$144K - $164K
|
143K
$48.6M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
487+ 115.13% |
$132K - $151K
|
910
$308K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
439+ 3.23% |
$119K - $136K
|
14K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
431+ 60.79% |
$117K - $134K
|
1.14K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
415+ 39.45% |
$113K - $129K
|
1.47K
$497K
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
405+ 3.88% |
$110K - $126K
|
10.8K
$3.67M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
357+ 1.96% |
$97.1K - $111K
|
18.6K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
348+ 11.97% |
$94.7K - $108K
|
3.26K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
328New |
$89.2K - $102K
|
328
$111K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
328+ 0.69% |
$89.2K - $102K
|
47.9K
$16.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
325+ 1.35% |
$88.4K - $101K
|
24.3K
$8.25M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
323+ 0.32% |
$87.9K - $100K
|
102K
$34.6M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
298+ 1.32% |
$81.1K - $92.6K
|
22.8K
$7.73M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
264+ 7.97% |
$71.8K - $82K
|
3.58K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
253+ 18.48% |
$68.8K - $78.6K
|
1.62K
$550K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240+ 1.51% |
$65.3K - $74.6K
|
16.2K
$5.48M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
225+ 30.91% |
$61.2K - $69.9K
|
953
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
224+ 8.14% |
$60.9K - $69.6K
|
2.98K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
218+ 0.83% |
$59.3K - $67.7K
|
26.6K
$9.03M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
218+ 0.5% |
$59.3K - $67.7K
|
43.4K
$14.7M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
214New |
$58.2K - $66.5K
|
214
$72.5K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
211+ 8.26% |
$57.4K - $65.6K
|
2.76K
$937K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 3.23% |
$54.4K - $62.1K
|
6.4K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
200+ 3.45% |
$54.4K - $62.1K
|
6K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 2.74% |
$54.4K - $62.1K
|
7.5K
$2.54M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
192+ 4.46% |
$52.2K - $59.7K
|
4.5K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
190+ 5.04% |
$51.7K - $59K
|
3.96K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
187+ 22.13% |
$50.9K - $58.1K
|
1.03K
$350K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
182+ 0.42% |
$49.5K - $56.6K
|
43.6K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
177+ 5.79% |
$48.2K - $55K
|
3.24K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
138+ 5.12% |
$37.5K - $42.9K
|
2.83K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
131+ 21.91% |
$35.6K - $40.7K
|
729
$247K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
119+ 21.72% |
$32.4K - $37K
|
667
$226K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
118+ 10.82% |
$32.1K - $36.7K
|
1.21K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
112+ 6.18% |
$30.5K - $34.8K
|
1.92K
$652K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108New |
$29.4K - $33.6K
|
108
$36.6K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
103+ 3.11% |
$28K - $32K
|
3.42K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.2% |
$27.2K - $31.1K
|
50.6K
$17.1M
|