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 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
353+ 112.42% |
$60.7K - $73.8K
|
667
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
346+ 1.9% |
$59.5K - $72.4K
|
18.6K
$6.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
330+ 14.22% |
$56.8K - $69K
|
2.65K
$940K
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
300+ 9.77% |
$51.6K - $62.7K
|
3.37K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
245+ 0.6% |
$42.1K - $51.2K
|
41.3K
$14.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
202+ 15.68% |
$34.8K - $42.2K
|
1.49K
$529K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
196New |
$33.7K - $41K
|
196
$69.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
187+ 9.02% |
$32.2K - $39.1K
|
2.26K
$802K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
183+ 1.3% |
$31.5K - $38.3K
|
14.2K
$5.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
176+ 5.72% |
$30.3K - $36.8K
|
3.25K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
166New |
$28.6K - $34.7K
|
166
$58.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
166+ 11.75% |
$28.6K - $34.7K
|
1.58K
$560K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
164+ 13.33% |
$28.2K - $34.3K
|
1.39K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
152+ 58.02% |
$26.1K - $31.8K
|
414
$147K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
148+ 24.38% |
$25.5K - $30.9K
|
755
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
144+ 6.49% |
$24.8K - $30.1K
|
2.36K
$838K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
142+ 4.92% |
$24.4K - $29.7K
|
3.03K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
125New |
$21.5K - $26.1K
|
125
$44.3K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
124New |
$21.3K - $25.9K
|
124
$44K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
121+ 6.15% |
$20.8K - $25.3K
|
2.09K
$740K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
119+ 33.15% |
$20.5K - $24.9K
|
478
$170K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
113+ 1.45% |
$19.4K - $23.6K
|
7.92K
$2.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
109+ 22.34% |
$18.8K - $22.8K
|
597
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
102+ 2.79% |
$17.5K - $21.3K
|
3.76K
$1.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
87+ 0.82% |
$15K - $18.2K
|
10.7K
$3.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
78+ 3.74% |
$13.4K - $16.3K
|
2.16K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76+ 3.91% |
$13.1K - $15.9K
|
2.02K
$717K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
75+ 1.15% |
$12.9K - $15.7K
|
6.61K
$2.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
72+ 1.22% |
$12.4K - $15.1K
|
5.97K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
65+ 60.19% |
$11.2K - $13.6K
|
173
$61.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
64+ 90.14% |
$11K - $13.4K
|
135
$47.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 117.07% |
$8.26K - $10K
|
89
$31.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
47+ 361.54% |
$8.09K - $9.83K
|
60
$21.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
39New |
$6.71K - $8.16K
|
39
$13.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19+ 1.47% |
$3.27K - $3.97K
|
1.31K
$466K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 283.33% |
$2.92K - $3.55K
|
23
$8.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
13New |
$2.24K - $2.72K
|
13
$4.61K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 53.85% |
$1.2K - $1.46K
|
20
$7.09K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7+ 0.45% |
$1.2K - $1.46K
|
1.57K
$557K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 100.0% |
$1.03K - $1.25K
|
12
$4.26K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 300.0% |
$516 - $627
|
4
$1.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 100.0% |
$344 - $418
|
4
$1.42K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2+ 0.11% |
$344 - $418
|
1.88K
$667K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$172 - $209
|
1
$355
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$172 - $209
|
6
$2.13K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2- 0.16% |
$344 - $418
|
1.26K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 50.0% |
$516 - $627
|
3
$1.06K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 66.67% |
$688 - $836
|
2
$709
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.54% |
$1.2K - $1.46K
|
1.29K
$458K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 9.9% |
$1.72K - $2.09K
|
91
$32.3K
|