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
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-19.5KClosed |
$4.36M - $5.68M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-21.1K- 4.74% |
$4.71M - $6.13M
|
423K
$134M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.2K- 5.1% |
$4.74M - $6.17M
|
394K
$125M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-25.3K- 25.34% |
$5.67M - $7.38M
|
74.7K
$23.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-29.2KClosed |
$6.54M - $8.51M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-33.1KClosed |
$7.4M - $9.64M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-35KClosed |
$7.82M - $10.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-39.5K- 0.95% |
$8.83M - $11.5M
|
4.1M
$1.29B
|
|
|
Aug 12, 2022
Q2 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-41.8K- 10.34% |
$9.35M - $12.2M
|
363K
$115M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-57K- 5.29% |
$12.7M - $16.6M
|
1.02M
$323M
|
|
|
Aug 15, 2022
Q2 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-57KClosed |
$12.7M - $16.6M
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-62.8K- 38.44% |
$14M - $18.3M
|
101K
$31.8M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-63.3K- 82.23% |
$14.1M - $18.4M
|
13.7K
$4.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-81.5K- 10.46% |
$18.2M - $23.7M
|
698K
$220M
|
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-445K- 89.66% |
$99.4M - $129M
|
51.3K
$16.2M
|