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
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.8K+ 30.43% |
$482K - $586K
|
12K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.69K+ 39.31% |
$462K - $561K
|
9.52K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 27.47% |
$443K - $538K
|
11.9K
$4.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.51K+ 29.62% |
$432K - $525K
|
11K
$3.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.33K+ 34.96% |
$400K - $487K
|
8.99K
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.29K+ 4.89% |
$393K - $478K
|
49K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.1K+ 26.57% |
$361K - $438K
|
9.99K
$3.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.88K+ 1.13% |
$323K - $393K
|
168K
$59.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.87KNew |
$321K - $390K
|
1.87K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.85KNew |
$318K - $387K
|
1.85K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 44.38% |
$310K - $377K
|
5.87K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.76K+ 38.48% |
$303K - $368K
|
6.34K
$2.25M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.58KNew |
$272K - $330K
|
1.58K
$560K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.52K+ 15.86% |
$261K - $318K
|
11.1K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.47KNew |
$253K - $308K
|
1.47K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.47K+ 48.75% |
$252K - $307K
|
4.48K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.41K+ 35.06% |
$243K - $295K
|
5.44K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35K+ 51.94% |
$232K - $282K
|
3.95K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.2K+ 28.3% |
$207K - $251K
|
5.45K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16K+ 9.4% |
$199K - $242K
|
13.4K
$4.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.1KNew |
$189K - $229K
|
1.1K
$389K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.08KNew |
$185K - $225K
|
1.08K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.07KNew |
$184K - $223K
|
1.07K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.03K+ 47.9% |
$177K - $215K
|
3.17K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
955+ 30.5% |
$164K - $200K
|
4.09K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
865+ 5.42% |
$149K - $181K
|
16.8K
$5.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
863+ 28.78% |
$148K - $180K
|
3.86K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
846+ 2.2% |
$146K - $177K
|
39.4K
$14M
|
|
|
Aug 10, 2023
Q2 2023
|
Black Creek Investment Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 12.9% |
$138K - $167K
|
7K
$2.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
776+ 31.13% |
$133K - $162K
|
3.27K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
697+ 39.16% |
$120K - $146K
|
2.48K
$879K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
665+ 4.04% |
$114K - $139K
|
17.1K
$6.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
660+ 36.26% |
$114K - $138K
|
2.48K
$880K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
650+ 43.22% |
$112K - $136K
|
2.15K
$764K
|
|
|
Aug 09, 2023
Q2 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
602+ 9.03% |
$104K - $126K
|
7.27K
$2.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
600+ 1.09% |
$103K - $125K
|
55.6K
$19.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
509+ 4.96% |
$87.6K - $106K
|
10.8K
$3.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
503+ 17.76% |
$86.5K - $105K
|
3.34K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
493+ 46.6% |
$84.8K - $103K
|
1.55K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
487New |
$83.8K - $102K
|
487
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
479+ 5.93% |
$82.4K - $100K
|
8.56K
$3.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
444+ 8.68% |
$76.4K - $92.8K
|
5.56K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
430+ 10.79% |
$74K - $89.9K
|
4.42K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
395+ 10.29% |
$68K - $82.6K
|
4.23K
$1.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
388+ 34.49% |
$66.7K - $81.1K
|
1.51K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
386+ 4.86% |
$66.4K - $80.7K
|
8.32K
$2.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
375+ 187.5% |
$64.5K - $78.4K
|
575
$204K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
374+ 11.91% |
$64.3K - $78.2K
|
3.52K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
360+ 3.31% |
$61.9K - $75.3K
|
11.2K
$3.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
359+ 10.1% |
$61.8K - $75.1K
|
3.91K
$1.39M
|