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 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-5
- 0.06%
$1.12K - $1.46K
8.58K $2.71M
Aug 15, 2022 Q2 2022
Ashford Capital Management Inc

Wilmington, DE
SELL
 -
-6
- 0.09%
$1.34K - $1.75K
6.39K $2.02M
Aug 08, 2022 Q2 2022
Spears Abacus Advisors LLC

SELL
 -
-9
- 1.07%
$2.01K - $2.62K
830 $262K
Jul 26, 2022 Q2 2022
Nicholas Company, Inc.

SELL
 -
-10
- 0.04%
$2.24K - $2.91K
26.3K $8.32M
Feb 13, 2024 Q2 2022
Nicholas Company, Inc.

SELL
 -
-10
- 0.04%
$2.24K - $2.91K
26.3K $8.32M
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-11
Closed
$2.46K - $3.2K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-12
Closed
$2.68K - $3.49K
0 $0
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-12
- 11.76%
$2.68K - $3.49K
90 $28.4K
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-13
Closed
$2.91K - $3.78K
0 $0
Jul 29, 2022 Q2 2022
Sg Americas Securities, LLC

SELL
 -
-13
- 1.3%
$2.91K - $3.78K
985 $311K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-14
- 13.33%
$3.13K - $4.08K
91 $28.7K
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

SELL
 -
-14
- 6.25%
$3.13K - $4.08K
210 $66.3K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-17
- 0.32%
$3.8K - $4.95K
5.25K $1.66M
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

SELL
 -
-18
- 1.12%
$4.02K - $5.24K
1.59K $504K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

SELL
 -
-20
- 0.61%
$4.47K - $5.82K
3.27K $1.03M
Aug 15, 2022 Q2 2022
Quantinno Capital Management LP

New York, NY
SELL
 -
-21
- 1.83%
$4.7K - $6.11K
1.13K $356K
Jul 29, 2022 Q2 2022
Asset Management One Co., Ltd.

SELL
 -
-24
- 0.05%
$5.37K - $6.99K
48.3K $15.3M
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-26
Closed
$5.81K - $7.57K
0 $0
Aug 09, 2022 Q2 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-30
- 0.74%
$6.71K - $8.73K
4.01K $1.27M
Jul 08, 2022 Q2 2022
State Of Alaska, Department Of Revenue

SELL
 -
-39
- 0.34%
$8.72K - $11.4K
11.3K $3.57M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-42
- 2.1%
$9.39K - $12.2K
1.96K $619K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-44
- 74.58%
$9.84K - $12.8K
15 $4.74K
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-46
Closed
$10.3K - $13.4K
0 $0
Aug 10, 2022 Q2 2022
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-48
- 0.77%
$10.7K - $14K
6.19K $1.96M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-49
- 4.35%
$11K - $14.3K
1.08K $341K
Aug 12, 2022 Q2 2022
American International Group, Inc.

New York, NY
SELL
 -
-49
- 11.53%
$11K - $14.3K
376 $119K
Aug 08, 2022 Q2 2022
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-57
- 5.88%
$12.7K - $16.6K
913 $288K
Jul 26, 2022 Q2 2022
Sepio Capital, LP

SELL
 -
-62
- 1.19%
$13.9K - $18K
5.14K $1.63M
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
SELL
 -
-65
- 19.01%
$14.5K - $18.9K
277 $87.5K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-69
- 37.7%
$15.4K - $20.1K
114 $36K
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-74
- 1.73%
$16.5K - $21.5K
4.19K $1.32M
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-77
- 4.46%
$17.2K - $22.4K
1.65K $521K
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-88
Closed
$19.7K - $25.6K
0 $0
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-92
- 6.06%
$20.6K - $26.8K
1.43K $451K
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

SELL
 -
-98
- 32.89%
$21.9K - $28.5K
200 $63.2K
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
SELL
 -
-100
- 7.41%
$22.4K - $29.1K
1.25K $395K
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

SELL
 -
-100
Closed
$22.4K - $29.1K
0 $0
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-107
- 19.14%
$23.9K - $31.1K
452 $143K
Aug 15, 2022 Q2 2022
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-116
- 10.05%
$25.9K - $33.8K
1.04K $328K
Aug 12, 2022 Q2 2022
Ci Investments Inc.

Toronto, A6
SELL
 -
-117
- 35.03%
$26.2K - $34.1K
217 $68.6K
Aug 09, 2022 Q2 2022
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-119
- 6.77%
$26.6K - $34.6K
1.64K $518K
Jul 25, 2022 Q2 2022
Btc Capital Management, Inc.

SELL
 -
-121
- 9.05%
$27.1K - $35.2K
1.22K $384K
Aug 09, 2022 Q2 2022
Ceera Investments, LLC

Bellaire, TX
SELL
 -
-128
- 0.97%
$28.6K - $37.3K
13K $4.11M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-132
- 0.95%
$29.5K - $38.4K
13.7K $4.34M
Aug 12, 2022 Q2 2022
Accretive Wealth Partners, LLC

Parsippany, NJ
SELL
 -
-136
- 4.41%
$30.4K - $39.6K
2.95K $932K
Aug 15, 2022 Q2 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-136
- 2.86%
$30.4K - $39.6K
4.62K $1.46M
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-143
Closed
$32K - $41.6K
0 $0
Aug 01, 2022 Q2 2022
Western Pacific Wealth Management, LP

SELL
 -
-150
Closed
$33.5K - $43.7K
0 $0
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

SELL
 -
-163
Closed
$36.4K - $47.5K
0 $0

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