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 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-439- 0.67% |
$119K - $136K
|
65.2K
$22.1M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-450- 3.98% |
$122K - $140K
|
10.9K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-463- 9.12% |
$126K - $144K
|
4.62K
$1.56M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-467- 5.35% |
$127K - $145K
|
8.27K
$2.8M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-490- 3.23% |
$133K - $152K
|
14.7K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-499- 85.59% |
$136K - $155K
|
84
$28.5K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-528- 9.68% |
$144K - $164K
|
4.93K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-562- 26.66% |
$153K - $175K
|
1.55K
$524K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-577- 3.58% |
$157K - $179K
|
15.5K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-591- 20.61% |
$161K - $184K
|
2.28K
$772K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-635- 1.06% |
$173K - $197K
|
59.2K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-681Closed |
$185K - $212K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-697- 2.35% |
$190K - $217K
|
28.9K
$9.81M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-712- 2.01% |
$194K - $221K
|
34.7K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-742- 30.87% |
$202K - $231K
|
1.66K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-870- 51.66% |
$237K - $270K
|
814
$276K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-880- 26.7% |
$239K - $273K
|
2.42K
$819K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-928- 8.51% |
$252K - $288K
|
9.97K
$3.38M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-945- 12.84% |
$257K - $294K
|
6.42K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.04K- 3.74% |
$283K - $323K
|
26.8K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-1.07K- 21.35% |
$292K - $334K
|
3.96K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.25K- 9.46% |
$339K - $387K
|
11.9K
$4.04M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.37K- 8.79% |
$373K - $426K
|
14.2K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.41K- 5.21% |
$383K - $438K
|
25.7K
$8.7M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.56K- 8.17% |
$424K - $484K
|
17.5K
$5.93M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 12.64% |
$428K - $488K
|
10.9K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.66K- 7.46% |
$450K - $515K
|
20.5K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.71K- 21.74% |
$466K - $533K
|
6.17K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.85K- 4.83% |
$504K - $575K
|
36.4K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.1K- 34.43% |
$571K - $653K
|
4K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.31K- 59.07% |
$628K - $717K
|
1.6K
$542K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2.36K- 15.72% |
$641K - $733K
|
12.6K
$4.29M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.55K- 3.3% |
$694K - $793K
|
74.9K
$25.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.71K- 76.87% |
$736K - $841K
|
814
$276K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.72K- 84.26% |
$740K - $845K
|
508
$172K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.75K- 25.13% |
$748K - $854K
|
8.19K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.76K- 19.49% |
$751K - $858K
|
11.4K
$3.86M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.96K- 12.9% |
$806K - $920K
|
20K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.97K- 14.56% |
$808K - $923K
|
17.4K
$5.91M
|
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.52K- 8.95% |
$958K - $1.09M
|
35.8K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.88K- 51.84% |
$1.05M - $1.2M
|
3.6K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.93K- 66.88% |
$1.07M - $1.22M
|
1.94K
$659K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.04K- 21.84% |
$1.1M - $1.26M
|
14.5K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.43K- 51.81% |
$1.2M - $1.38M
|
4.12K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-4.45K- 32.31% |
$1.21M - $1.38M
|
9.33K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.52K- 72.41% |
$1.5M - $1.71M
|
2.1K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-5.66K- 23.98% |
$1.54M - $1.76M
|
17.9K
$6.08M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.2K- 8.35% |
$1.69M - $1.93M
|
68.1K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-6.96K- 78.09% |
$1.89M - $2.16M
|
1.95K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.99K- 76.27% |
$1.9M - $2.17M
|
2.17K
$737K
|