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 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
105+ 9.04% |
$23.5K - $30.6K
|
1.27K
$416K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
100New |
$22.4K - $29.1K
|
100
$32.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
99+ 3.15% |
$22.1K - $28.8K
|
3.24K
$1.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
89New |
$19.9K - $25.9K
|
89
$29.3K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
84New |
$18.8K - $24.5K
|
84
$27.6K
|
|
|
Apr 01, 2024
Q2 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
77+ 0.8% |
$17.2K - $22.4K
|
9.73K
$3.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
73+ 24.01% |
$16.3K - $21.3K
|
377
$124K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
70+ 1.66% |
$15.7K - $20.4K
|
4.3K
$1.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
68+ 3.93% |
$15.2K - $19.8K
|
1.8K
$591K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
67+ 6.75% |
$15K - $19.5K
|
1.06K
$348K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66+ 1.51% |
$14.8K - $19.2K
|
4.43K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
56+ 0.96% |
$12.5K - $16.3K
|
5.87K
$1.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
55New |
$12.3K - $16K
|
55
$18.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
52+ 4.4% |
$11.6K - $15.1K
|
1.24K
$406K
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
47+ 1.31% |
$10.5K - $13.7K
|
3.65K
$1.2M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
46+ 4.17% |
$10.3K - $13.4K
|
1.15K
$378K
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
46+ 4.17% |
$10.3K - $13.4K
|
1.15K
$378K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
41+ 60.29% |
$9.17K - $11.9K
|
109
$35.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
40New |
$8.94K - $11.6K
|
40
$13.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34+ 5.7% |
$7.6K - $9.9K
|
630
$207K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
33+ 2.34% |
$7.38K - $9.61K
|
1.45K
$475K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
33+ 1.11% |
$7.38K - $9.61K
|
3.01K
$988K
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
31+ 2.19% |
$6.93K - $9.02K
|
1.45K
$475K
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
31+ 2.19% |
$6.93K - $9.02K
|
1.45K
$475K
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
31+ 2.19% |
$6.93K - $9.02K
|
1.45K
$475K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
28+ 4.41% |
$6.26K - $8.15K
|
663
$218K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
23New |
$5.14K - $6.7K
|
23
$7.56K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 425.0% |
$3.8K - $4.95K
|
21
$6.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$3.58K - $4.66K
|
16
$5.26K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7+ 100.0% |
$1.57K - $2.04K
|
14
$4.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 50.0% |
$1.57K - $2.04K
|
21
$6.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6New |
$1.34K - $1.75K
|
6
$1.97K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$1.34K - $1.75K
|
1.53K
$502K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
6+ 15.0% |
$1.34K - $1.75K
|
46
$15.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$894 - $1.16K
|
4
$1.32K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3New |
$671 - $873
|
3
$986
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3+ 0.15% |
$671 - $873
|
1.99K
$655K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.2% |
$447 - $582
|
1.01K
$333K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.86% |
$447 - $582
|
72
$23.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.92% |
$224 - $291
|
53
$17.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$224 - $291
|
1
$329
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$224 - $291
|
1
$329
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1- 0.12% |
$224 - $291
|
861
$283K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 7.69% |
$224 - $291
|
12
$3.95K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2Closed |
$447 - $582
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$447 - $582
|
5
$1.64K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 60.0% |
$671 - $873
|
2
$658
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 25.0% |
$894 - $1.16K
|
12
$3.95K
|