Purchases and Sales Made in Q2 2023 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q2 2023. 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 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
687K+ 1022.32% |
$118M - $144M
|
755K
$261M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
687K+ 1022.32% |
$118M - $144M
|
755K
$261M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
379K+ 43.23% |
$65.1M - $79.2M
|
1.25M
$434M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
317K+ 19.56% |
$54.5M - $66.3M
|
1.94M
$671M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
175KNew |
$30.1M - $36.6M
|
175K
$60.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
143KNew |
$24.7M - $30M
|
143K
$49.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 159.86% |
$20.4M - $24.8M
|
192K
$66.6M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
114K+ 404.24% |
$19.6M - $23.8M
|
142K
$49.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
101K+ 324.92% |
$17.4M - $21.2M
|
133K
$45.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
99.9K+ 8.85% |
$17.2M - $20.9M
|
1.23M
$425M
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
74KNew |
$12.7M - $15.5M
|
74K
$25.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
49KNew |
$8.43M - $10.2M
|
49K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
43.4K+ 3.92% |
$7.46M - $9.06M
|
1.15M
$398M
|
|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
37.5K+ 0.96% |
$6.46M - $7.85M
|
3.94M
$1.36B
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
32K+ 313.74% |
$5.51M - $6.69M
|
42.2K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
28.2K+ 5261.87% |
$4.84M - $5.89M
|
28.7K
$9.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.5K+ 32.99% |
$4.73M - $5.75M
|
111K
$38.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
24.2KNew |
$4.16M - $5.06M
|
24.2K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
22.3KNew |
$3.83M - $4.66M
|
22.3K
$7.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6K+ 79.37% |
$2.86M - $3.47M
|
37.5K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
16KNew |
$2.75M - $3.35M
|
16K
$5.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
16KNew |
$2.75M - $3.34M
|
16K
$5.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
15.1K+ 4.01% |
$2.6M - $3.16M
|
393K
$136M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.8K+ 161.44% |
$2.03M - $2.46M
|
19.1K
$6.61M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.5K+ 48.11% |
$1.8M - $2.19M
|
32.2K
$11.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.12K+ 41.8% |
$1.57M - $1.91M
|
30.9K
$10.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
8.69K+ 9.12% |
$1.49M - $1.82M
|
104K
$36M
|
|
|
Aug 10, 2023
Q2 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
8.6K+ 17.56% |
$1.48M - $1.8M
|
57.6K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.1K+ 176.41% |
$1.39M - $1.69M
|
12.7K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
7.27K+ 88.68% |
$1.25M - $1.52M
|
15.5K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.88K+ 47.49% |
$1.01M - $1.23M
|
18.2K
$6.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.69KNew |
$979K - $1.19M
|
5.69K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 18.96% |
$977K - $1.19M
|
35.6K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.62KNew |
$967K - $1.18M
|
5.62K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
5KNew |
$860K - $1.05M
|
5K
$1.73M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.6K+ 42.31% |
$791K - $962K
|
15.5K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.48KNew |
$771K - $937K
|
4.48K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.34K+ 14.35% |
$747K - $908K
|
34.6K
$12M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.31KNew |
$741K - $901K
|
4.31K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
4.24K+ 2.21% |
$730K - $887K
|
196K
$68M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.93K+ 0.99% |
$676K - $822K
|
399K
$138M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.84KNew |
$660K - $803K
|
3.84K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.83K+ 45.44% |
$660K - $802K
|
12.3K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.43KNew |
$590K - $717K
|
3.43K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.34KNew |
$574K - $698K
|
3.34K
$1.15M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
3.33K+ 4.57% |
$573K - $697K
|
76.3K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.16K+ 74.62% |
$544K - $661K
|
7.4K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.13K+ 12.34% |
$538K - $654K
|
28.5K
$9.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.81KNew |
$483K - $587K
|
2.81K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.8K+ 204.53% |
$482K - $586K
|
4.17K
$1.44M
|