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
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
98+ 0.67% |
$26.7K - $30.5K
|
14.8K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
92+ 1.08% |
$25K - $28.6K
|
8.6K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
89+ 7.28% |
$24.2K - $27.7K
|
1.31K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
86+ 0.26% |
$23.4K - $26.7K
|
32.7K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
82+ 0.37% |
$22.3K - $25.5K
|
22.4K
$7.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
82+ 7.36% |
$22.3K - $25.5K
|
1.2K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
81+ 17.02% |
$22K - $25.2K
|
557
$189K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.7% |
$21.8K - $24.9K
|
11.5K
$3.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
76New |
$20.7K - $23.6K
|
76
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71+ 5.85% |
$19.3K - $22.1K
|
1.29K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
68+ 1.77% |
$18.5K - $21.1K
|
3.91K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
66New |
$18K - $20.5K
|
66
$22.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 41.67% |
$13.6K - $15.5K
|
170
$57.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47+ 3.11% |
$12.8K - $14.6K
|
1.56K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$10.3K - $11.8K
|
38
$12.9K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35+ 1.73% |
$9.52K - $10.9K
|
2.06K
$698K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
29+ 2.87% |
$7.89K - $9.01K
|
1.04K
$352K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$6.53K - $7.46K
|
24
$8.13K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
22New |
$5.98K - $6.84K
|
22
$7.46K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 283.33% |
$4.62K - $5.28K
|
23
$7.8K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
16New |
$4.35K - $4.97K
|
16
$5.42K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.28% |
$4.35K - $4.97K
|
5.81K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
15+ 0.26% |
$4.08K - $4.66K
|
5.76K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$4.08K - $4.66K
|
15
$5.08K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 18.18% |
$3.81K - $4.35K
|
91
$30.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13New |
$3.54K - $4.04K
|
13
$4.41K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.16% |
$3.26K - $3.73K
|
7.39K
$2.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12+ 1.0% |
$3.26K - $3.73K
|
1.22K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 9.23% |
$3.26K - $3.73K
|
142
$48.1K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10New |
$2.72K - $3.11K
|
10
$3.39K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 6.02% |
$2.72K - $3.11K
|
176
$59.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 10.71% |
$2.45K - $2.8K
|
93
$31.5K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9New |
$2.45K - $2.8K
|
9
$3.05K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 57.14% |
$2.18K - $2.49K
|
22
$7.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 66.67% |
$2.18K - $2.49K
|
20
$6.78K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
7New |
$1.9K - $2.18K
|
7
$2.37K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 2.06% |
$1.9K - $2.18K
|
347
$118K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7+ 5.6% |
$1.9K - $2.18K
|
132
$44.7K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6New |
$1.63K - $1.86K
|
6
$2.03K
|
|
|
May 14, 2024
Q1 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.36K - $1.55K
|
26.3K
$8.92M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$1.09K - $1.24K
|
4
$1.36K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$1.09K - $1.24K
|
4
$1.36K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3New |
$816 - $932
|
3
$1.02K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 14.29% |
$816 - $932
|
24
$8.13K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 50.0% |
$544 - $621
|
6
$2.03K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.86% |
$544 - $621
|
234
$79.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$544 - $621
|
2
$678
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.01% |
$272 - $311
|
11.9K
$4.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$272 - $311
|
1
$339
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 14.29% |
$272 - $311
|
8
$2.71K
|