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 08, 2022 Q2 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-1.02K
- 9.75%
$227K - $296K
9.4K $2.97M
Aug 15, 2022 Q2 2022
Voya Investment Management LLC

Atlanta, GA
SELL
 -
-1.08K
- 9.77%
$241K - $314K
9.98K $3.15M
Aug 05, 2022 Q2 2022
Loomis Sayles & CO L P

SELL
 -
-1.1K
- 0.74%
$245K - $319K
147K $46.5M
Aug 15, 2022 Q2 2022
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-1.1K
- 2.73%
$246K - $320K
39.1K $12.4M
Aug 12, 2022 Q2 2022
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
SELL
 -
-1.32K
- 15.28%
$295K - $384K
7.31K $2.31M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.41K
- 94.71%
$316K - $411K
79 $25K
Jul 25, 2022 Q2 2022
Allspring Global Investments Holdings, LLC

SELL
 -
-1.63K
- 1.62%
$364K - $473K
98.7K $31.2M
Aug 09, 2022 Q2 2022
Quantbot Technologies LP

New York, NY
SELL
 -
-1.66K
- 92.05%
$370K - $482K
143 $45.2K
Aug 10, 2022 Q2 2022
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-1.66K
- 3.13%
$370K - $482K
51.3K $16.2M
Aug 04, 2022 Q2 2022
Cardinal Capital Management

SELL
 -
-1.72K
- 14.29%
$384K - $500K
10.3K $3.25M
Aug 09, 2022 Q2 2022
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-1.87K
Closed
$418K - $545K
0 $0
Aug 09, 2022 Q2 2022
Daiwa Securities Group Inc.

Tokyo, M0
SELL
 -
-1.89K
- 6.18%
$423K - $550K
28.7K $9.07M
Aug 08, 2022 Q2 2022
Walleye Capital LLC

Plymouth, MN
SELL
 -
-1.9K
Closed
$425K - $553K
0 $0
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-1.93K
- 16.52%
$432K - $563K
9.77K $3.09M
Aug 15, 2022 Q2 2022
Wellington Management Group LLP

Boston, MA
SELL
 -
-2.09K
Closed
$467K - $608K
0 $0
Aug 02, 2022 Q2 2022
Jennison Associates LLC

SELL
 -
-2.13K
- 43.42%
$476K - $620K
2.77K $876K
Aug 03, 2022 Q2 2022
Kornitzer Capital Management Inc

SELL
 -
-2.28K
- 5.6%
$510K - $664K
38.4K $12.1M
Aug 10, 2022 Q2 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-2.38K
Closed
$533K - $694K
0 $0
Jul 12, 2022 Q2 2022
Confluence Investment Management LLC

SELL
 -
-2.4K
- 3.14%
$536K - $698K
74.1K $23.4M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-2.47K
- 2.55%
$553K - $719K
94.6K $29.9M
Aug 12, 2022 Q2 2022
Peak6 Investments LLC

Chicago, IL
SELL
 -
-2.56K
Closed
$573K - $746K
0 $0
Aug 01, 2022 Q2 2022
Oak Thistle LLC

SELL
 -
-2.57K
Closed
$575K - $749K
0 $0
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-2.67K
- 2.59%
$598K - $778K
101K $31.8M
Aug 01, 2022 Q2 2022
Victory Capital Management Inc

SELL
 -
-2.7K
- 10.4%
$603K - $785K
23.2K $7.34M
Aug 15, 2022 Q2 2022
Lmr Partners LLP

London, X0
SELL
 -
-2.71K
- 63.99%
$605K - $788K
1.52K $481K
Aug 15, 2022 Q2 2022
American Capital Management Inc

New York, NY
SELL
 -
-2.74K
- 1.47%
$614K - $799K
184K $58M
Aug 15, 2022 Q2 2022
D. E. Shaw & Co., Inc.

New York, NY
SELL
 -
-2.91K
- 29.09%
$651K - $847K
7.09K $2.24M
Aug 09, 2022 Q2 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-3.1K
- 2.69%
$692K - $901K
112K $35.3M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-3.12K
Closed
$697K - $907K
0 $0
Aug 15, 2022 Q2 2022
Pelham Global Financials LTD

London, X0
SELL
 -
-3.2K
- 4.18%
$716K - $932K
73.4K $23.2M
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-3.23K
- 20.68%
$722K - $939K
12.4K $3.91M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-3.35K
- 3.02%
$750K - $976K
108K $34.1M
Aug 11, 2022 Q2 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-3.63K
- 54.95%
$812K - $1.06M
2.98K $941K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-3.8K
- 27.3%
$850K - $1.11M
10.1K $3.2M
Aug 12, 2022 Q2 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-3.88K
- 32.92%
$866K - $1.13M
7.9K $2.49M
Aug 15, 2022 Q2 2022
Janus Henderson Group PLC

London, X0
SELL
 -
-4.46K
- 47.59%
$998K - $1.3M
4.91K $1.55M
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-4.5K
Closed
$1.01M - $1.31M
0 $0
Aug 15, 2022 Q2 2022
Algert Global LLC

San Francisco, CA
SELL
 -
-5.29K
- 54.47%
$1.18M - $1.54M
4.42K $1.4M
Aug 10, 2022 Q2 2022
Btg Pactual Global Asset Management LTD

New York, NY
SELL
 -
-5.64K
Closed
$1.26M - $1.64M
0 $0
Jul 19, 2022 Q2 2022
Tcw Group Inc

SELL
 -
-5.78K
- 9.54%
$1.29M - $1.68M
54.8K $17.3M
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-6.63K
- 0.62%
$1.48M - $1.93M
1.06M $336M
Aug 15, 2022 Q2 2022
Vgi Partners LTD

Sydney, Nsw, C3
SELL
 -
-6.84K
- 10.95%
$1.53M - $1.99M
55.6K $17.6M
Aug 15, 2022 Q2 2022
Nuveen Asset Management, LLC

Chicago, IL
SELL
 -
-7.87K
- 7.87%
$1.76M - $2.29M
92.2K $29.1M
Aug 12, 2022 Q2 2022
Dimensional Fund Advisors LP

Austin, TX
SELL
 -
-9.6K
- 3.04%
$2.15M - $2.79M
306K $96.6M
Aug 15, 2022 Q2 2022
Panagora Asset Management Inc

Boston, MA
SELL
 -
-9.88K
- 24.95%
$2.21M - $2.88M
29.7K $9.39M
Aug 15, 2022 Q2 2022
Bamco Inc

New York, NY
SELL
 -
-10K
- 0.86%
$2.24M - $2.91M
1.16M $365M
Aug 05, 2022 Q2 2022
Bank Of Nova Scotia

SELL
 -
-10.7K
Closed
$2.39M - $3.12M
0 $0
Jul 29, 2022 Q2 2022
Russell Investments Group, Ltd.

SELL
 -
-15.3K
- 60.2%
$3.43M - $4.46M
10.1K $3.2M
Aug 04, 2022 Q2 2022
Royce & Associates LP

SELL
 -
-18.5K
- 7.18%
$4.14M - $5.39M
239K $75.6M

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