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 15, 2022 Q2 2022
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-173
Closed
$38.7K - $50.4K
0 $0
Jul 22, 2022 Q2 2022
Bank Of Stockton

SELL
 -
-200
- 2.94%
$44.7K - $58.2K
6.6K $2.09M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-200
- 2.84%
$44.7K - $58.2K
6.85K $2.16M
Aug 10, 2022 Q2 2022
Altshuler Shaham LTD

SELL
 -
-207
- 63.3%
$46.3K - $60.3K
120 $37.9K
Jul 15, 2022 Q2 2022
Kensington Investment Counsel, LLC

SELL
 -
-213
- 2.35%
$47.6K - $62K
8.86K $2.8M
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-222
- 10.75%
$49.6K - $64.6K
1.84K $582K
Jul 13, 2022 Q2 2022
Alamar Capital Management, LLC

SELL
 -
-262
- 3.09%
$58.6K - $76.3K
8.23K $2.6M
Aug 11, 2022 Q2 2022
Covey Capital Advisors, LLC

Atlanta, GA
SELL
 -
-264
- 5.19%
$59K - $76.9K
4.82K $1.52M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-264
- 18.21%
$59K - $76.9K
1.19K $375K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-279
- 2.35%
$62.4K - $81.2K
11.6K $3.66M
Aug 05, 2022 Q2 2022
State Board Of Administration Of Florida Retirement System

SELL
 -
-293
- 1.09%
$65.5K - $85.3K
26.6K $8.41M
Jul 27, 2022 Q2 2022
Versor Investments LP

SELL
 -
-295
- 6.6%
$66K - $85.9K
4.18K $1.32M
Jul 22, 2022 Q2 2022
Thompson Siegel & Walmsley LLC

SELL
 -
-300
Closed
$67.1K - $87.3K
0 $0
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

SELL
 -
-310
- 1.56%
$69.3K - $90.2K
19.5K $6.17M
Aug 01, 2022 Q2 2022
Pro Share Advisors LLC

SELL
 -
-353
- 17.5%
$78.9K - $103K
1.66K $526K
Aug 15, 2022 Q2 2022
Price T Rowe Associates Inc

Baltimore, MD
SELL
 -
-358
- 3.48%
$80K - $104K
9.93K $3.14M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-364
Closed
$81.4K - $106K
0 $0
Aug 09, 2022 Q2 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
SELL
 -
-369
- 2.23%
$82.5K - $107K
16.2K $5.11M
Jul 20, 2022 Q2 2022
Exchange Traded Concepts, LLC

SELL
 -
-393
Closed
$87.9K - $114K
0 $0
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-401
- 14.28%
$89.7K - $117K
2.41K $761K
Aug 04, 2022 Q2 2022
Bnp Paribas Asset Management Holding S.A.

SELL
 -
-485
- 2.26%
$108K - $141K
21K $6.64M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-595
- 1.27%
$133K - $173K
46.4K $14.7M
Jul 22, 2022 Q2 2022
Willner & Heller, LLC

SELL
 -
-605
Closed
$135K - $176K
0 $0
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-642
- 7.06%
$144K - $187K
8.46K $2.67M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-695
- 46.68%
$155K - $202K
794 $251K
Aug 12, 2022 Q2 2022
Barclays PLC

London, X0
SELL
 -
-719
- 3.27%
$161K - $209K
21.3K $6.73M
Aug 05, 2022 Q2 2022
Los Angeles Capital Management LLC

SELL
 -
-736
Closed
$165K - $214K
0 $0
Aug 09, 2022 Q2 2022
Teacher Retirement System Of Texas

Austin, TX
SELL
 -
-741
- 15.21%
$166K - $216K
4.13K $1.31M
Aug 12, 2022 Q2 2022
Geode Capital Management, LLC

Boston, MA
SELL
 -
-743
- 0.22%
$166K - $216K
330K $104M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

SELL
 -
-750
Closed
$168K - $218K
0 $0
Aug 11, 2022 Q2 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-753
- 9.2%
$168K - $219K
7.43K $2.35M
Aug 15, 2022 Q2 2022
Cubist Systematic Strategies, LLC

Stamford, CT
SELL
 -
-755
- 20.12%
$169K - $220K
3K $947K
Aug 15, 2022 Q2 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-775
Closed
$173K - $226K
0 $0
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-800
- 13.42%
$179K - $233K
5.16K $1.63M
Aug 10, 2022 Q2 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-827
Closed
$185K - $241K
0 $0
Aug 09, 2022 Q2 2022
Mawer Investment Management Ltd.

Calgary, A0
SELL
 -
-870
- 20.88%
$195K - $253K
3.3K $1.04M
Aug 15, 2022 Q2 2022
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-874
Closed
$195K - $254K
0 $0
Aug 05, 2022 Q2 2022
Illinois Municipal Retirement Fund

SELL
 -
-906
- 28.52%
$203K - $264K
2.27K $717K
Jul 22, 2022 Q2 2022
Boston Trust Walden Corp

SELL
 -
-916
Closed
$205K - $267K
0 $0
Jul 21, 2022 Q2 2022
Chicago Capital, LLC

SELL
 -
-920
- 1.3%
$206K - $268K
70K $22.1M
Aug 15, 2022 Q2 2022
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-924
Closed
$207K - $269K
0 $0
Aug 12, 2022 Q2 2022
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-965
- 2.2%
$216K - $281K
42.9K $13.6M
Aug 15, 2022 Q2 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-970
- 9.24%
$217K - $282K
9.53K $3.01M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-973
- 0.33%
$218K - $283K
297K $93.7M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-989
- 4.5%
$221K - $288K
21K $6.64M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-991
Closed
$222K - $288K
0 $0
Aug 11, 2022 Q2 2022
Alps Advisors Inc

Denver, CO
SELL
 -
-995
- 17.34%
$222K - $290K
4.74K $1.5M
Aug 15, 2022 Q2 2022
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-1K
Closed
$224K - $291K
0 $0
Aug 09, 2022 Q2 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.01K
Closed
$226K - $294K
0 $0

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