Purchases and Sales Made in Q2 2022 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
534K+ 39.45% |
$119M - $155M
|
1.89M
$596M
|
|
|
Aug 14, 2023
Q2 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
235KNew |
$52.6M - $68.5M
|
235K
$74.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 155.84% |
$24.8M - $32.3M
|
182K
$57.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 155.84% |
$24.8M - $32.3M
|
182K
$57.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
90.9K+ 72.71% |
$20.3M - $26.5M
|
216K
$68.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
74.1KNew |
$16.6M - $21.6M
|
74.1K
$23.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
72.5K+ 32.17% |
$16.2M - $21.1M
|
298K
$94.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 7.33% |
$12M - $15.6M
|
787K
$249M
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
50.2K+ 11.54% |
$11.2M - $14.6M
|
485K
$153M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
47.5K+ 969.33% |
$10.6M - $13.8M
|
52.4K
$16.6M
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
31.5KNew |
$7.04M - $9.16M
|
31.5K
$9.94M
|
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
18.2K+ 78.22% |
$4.07M - $5.3M
|
41.5K
$13.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
18K+ 49.28% |
$4.02M - $5.23M
|
54.5K
$17.2M
|
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
12.9K+ 13.32% |
$2.87M - $3.74M
|
109K
$34.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 571.34% |
$2.62M - $3.41M
|
13.7K
$4.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
10.1KNew |
$2.27M - $2.95M
|
10.1K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
9.52K+ 37.46% |
$2.13M - $2.77M
|
35K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
8.85K+ 2.4% |
$1.98M - $2.58M
|
377K
$119M
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
8.41K+ 9.29% |
$1.88M - $2.45M
|
98.9K
$31.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
7.21K+ 16.18% |
$1.61M - $2.1M
|
51.8K
$16.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.17K+ 2.21% |
$1.6M - $2.09M
|
331K
$105M
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
6.97K+ 17.71% |
$1.56M - $2.03M
|
46.3K
$14.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.75K+ 32.45% |
$1.51M - $1.97M
|
27.6K
$8.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.42KNew |
$1.44M - $1.87M
|
6.42K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.75K+ 7.48% |
$1.29M - $1.67M
|
82.6K
$26.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 246.64% |
$1.26M - $1.65M
|
7.95K
$2.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.18K+ 0.22% |
$1.16M - $1.51M
|
2.41M
$761M
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.12K+ 18.75% |
$1.14M - $1.49M
|
32.4K
$10.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.02K+ 56.4% |
$1.12M - $1.46M
|
13.9K
$4.4M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.73K+ 22.1% |
$1.06M - $1.38M
|
26.1K
$8.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.6K+ 8.2% |
$1.03M - $1.34M
|
60.7K
$19.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
3.65K+ 0.36% |
$816K - $1.06M
|
1.03M
$324M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.47K+ 2.47% |
$775K - $1.01M
|
144K
$45.4M
|
|
|
Aug 05, 2022
Q2 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
3.3K+ 32.03% |
$738K - $960K
|
13.6K
$4.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.27K+ 681.25% |
$731K - $952K
|
3.75K
$1.18M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.73K+ 26.98% |
$611K - $796K
|
12.9K
$4.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
2.72K+ 24.19% |
$608K - $792K
|
14K
$4.41M
|
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.47K+ 8.15% |
$551K - $718K
|
32.7K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.29K+ 8.3% |
$511K - $666K
|
29.8K
$9.43M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
2.27KNew |
$508K - $661K
|
2.27K
$717K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.1K+ 129.18% |
$470K - $612K
|
3.73K
$1.18M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
2.01K+ 6.24% |
$449K - $585K
|
34.2K
$10.8M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
2K+ 25.7% |
$448K - $583K
|
9.8K
$3.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.93KNew |
$432K - $563K
|
1.93K
$611K
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.9K+ 22.06% |
$425K - $554K
|
10.5K
$3.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.84K+ 52.27% |
$411K - $536K
|
5.36K
$1.69M
|
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.77K+ 13.37% |
$396K - $516K
|
15K
$4.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.63KNew |
$365K - $476K
|
1.63K
$516K
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 7535.0% |
$337K - $439K
|
1.53K
$482K
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.47KNew |
$328K - $427K
|
1.47K
$463K
|