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
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-7.03K- 7.6% |
$1.91M - $2.18M
|
85.4K
$29M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.31K- 3.42% |
$2.53M - $2.89M
|
263K
$89.2M
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-13.8K- 1.04% |
$3.75M - $4.28M
|
1.31M
$444M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.9K- 50.51% |
$3.77M - $4.31M
|
13.6K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.9K- 30.42% |
$4.88M - $5.58M
|
41K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19.7K- 1.58% |
$5.37M - $6.14M
|
1.23M
$416M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-20K- 57.26% |
$5.45M - $6.23M
|
15K
$5.07M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23.5K- 12.04% |
$6.38M - $7.29M
|
171K
$58.1M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-26.9K- 3.78% |
$7.31M - $8.36M
|
685K
$232M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-28.7K- 9.68% |
$7.8M - $8.91M
|
267K
$90.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-29.4K- 13.62% |
$8M - $9.14M
|
187K
$63.2M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-32.9K- 48.85% |
$8.95M - $10.2M
|
34.5K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-37K- 20.88% |
$10.1M - $11.5M
|
140K
$47.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.3K- 4.12% |
$22.6M - $25.9M
|
1.94M
$656M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-123K- 94.78% |
$33.3M - $38.1M
|
6.75K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-172K- 84.77% |
$46.7M - $53.4M
|
30.8K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-389K- 13.04% |
$106M - $121M
|
2.59M
$879M
|