Purchases and Sales Made in Q2 2022 in Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
1.43K
New
$320K - $416K
1.43K $470K
Aug 15, 2022 Q2 2022
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
1.4K
+ 24.14%
$313K - $408K
7.2K $2.37M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.38K
+ 22.05%
$309K - $402K
7.65K $2.52M
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.35K
+ 6.26%
$303K - $394K
23K $7.55M
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
1.28K
New
$286K - $372K
1.28K $420K
Aug 15, 2022 Q2 2022
Grandeur Peak Global Advisors, LLC

Salt Lake City, UT
BUY
 -
1.17K
+ 22.94%
$262K - $341K
6.28K $2.06M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.09K
+ 93.22%
$243K - $316K
2.25K $740K
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
1.03K
+ 3.4%
$231K - $301K
31.5K $10.3M
Aug 11, 2022 Q2 2022
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
948
New
$212K - $276K
948 $312K
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

BUY
 -
921
New
$206K - $268K
921 $303K
Aug 10, 2022 Q2 2022
Ethic Inc.

New York, NY
BUY
 -
832
New
$186K - $242K
832 $274K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
832
New
$186K - $242K
832 $274K
Aug 15, 2022 Q2 2022
2 Xideas Ag

Pfaffikon, V8
BUY
 -
620
+ 1.33%
$139K - $180K
47.4K $15.6M
Jul 28, 2022 Q2 2022
Arizona State Retirement System

BUY
 -
579
+ 9.04%
$129K - $169K
6.99K $2.3M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
566
+ 48.25%
$127K - $165K
1.74K $572K
Jul 25, 2022 Q2 2022
Legacy Advisors, LLC

BUY
 -
560
+ 68.29%
$125K - $163K
1.38K $454K
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
545
+ 6.9%
$122K - $159K
8.45K $2.78M
Aug 11, 2022 Q2 2022
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
522
+ 21.22%
$117K - $152K
2.98K $980K
Aug 09, 2022 Q2 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
518
New
$116K - $151K
518 $170K
Aug 12, 2022 Q2 2022
Fil LTD

Hamilton, D0
BUY
 -
499
New
$112K - $145K
499 $164K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
482
+ 7.41%
$108K - $140K
6.99K $2.3M
Aug 15, 2022 Q2 2022
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
432
+ 3.33%
$96.6K - $126K
13.4K $4.41M
Aug 15, 2022 Q2 2022
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
400
New
$89.4K - $116K
400 $132K
Aug 11, 2022 Q2 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
384
+ 24.68%
$85.9K - $112K
1.94K $638K
Aug 03, 2022 Q2 2022
Motive Wealth Advisors

BUY
 -
369
+ 6.4%
$82.5K - $107K
6.13K $2.02M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
364
New
$81.4K - $106K
364 $120K
Aug 15, 2022 Q2 2022
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
353
+ 1.8%
$78.9K - $103K
19.9K $6.55M
Jul 15, 2022 Q2 2022
Copeland Capital Management, LLC

BUY
 -
335
+ 0.55%
$74.9K - $97.5K
61.5K $20.2M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
319
+ 45.38%
$71.3K - $92.9K
1.02K $336K
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
248
+ 28.57%
$55.5K - $72.2K
1.12K $367K
Aug 02, 2022 Q2 2022
Xponance, Inc.

BUY
 -
244
+ 10.15%
$54.6K - $71K
2.65K $871K
Aug 11, 2022 Q2 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
232
+ 2.23%
$51.9K - $67.5K
10.6K $3.5M
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
232
+ 5.96%
$51.9K - $67.5K
4.13K $1.36M
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
225
+ 1.63%
$50.3K - $65.5K
14K $4.61M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
220
+ 9.86%
$49.2K - $64K
2.45K $806K
Aug 15, 2022 Q2 2022
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
214
+ 1.71%
$47.9K - $62.3K
12.7K $4.18M
Aug 03, 2022 Q2 2022
Empire Life Investments Inc.

BUY
 -
206
+ 3.36%
$46.1K - $60K
6.34K $2.08M
Aug 18, 2022 Q2 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
200
New
$44.7K - $58.2K
200 $65.8K
Jul 14, 2022 Q2 2022
Precision Wealth Strategies, LLC

BUY
 -
200
+ 8.17%
$44.7K - $58.2K
2.65K $871K
Aug 16, 2022 Q2 2022
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
200
+ 4.78%
$44.7K - $58.2K
4.39K $1.44M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
198
+ 10.7%
$44.3K - $57.6K
2.05K $674K
Aug 15, 2022 Q2 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
195
+ 2.06%
$43.6K - $56.8K
9.67K $3.18M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
194
+ 12.98%
$43.4K - $56.5K
1.69K $555K
Aug 01, 2022 Q2 2022
Maryland State Retirement & Pension System

BUY
 -
187
+ 10.83%
$41.8K - $54.4K
1.91K $629K
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
177
+ 6.66%
$39.6K - $51.5K
2.83K $931K
Aug 04, 2022 Q2 2022
Aviva PLC

BUY
 -
174
+ 2.13%
$38.9K - $50.7K
8.35K $2.74M
Aug 09, 2022 Q2 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
164
+ 49.1%
$36.7K - $47.7K
498 $164K
Jul 20, 2022 Q2 2022
Dearborn Partners LLC

BUY
 -
125
+ 13.98%
$28K - $36.4K
1.02K $335K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
122
+ 1109.09%
$27.3K - $35.5K
133 $43.7K

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