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 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.54K- 3.25% |
$265K - $322K
|
45.9K
$15.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.75K- 5.09% |
$301K - $366K
|
32.6K
$11.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.76K- 32.29% |
$302K - $367K
|
3.68K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89K- 51.84% |
$325K - $395K
|
1.76K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.96K- 1.53% |
$337K - $410K
|
126K
$43.7M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.07K- 28.03% |
$357K - $434K
|
5.32K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.2K- 0.66% |
$378K - $459K
|
332K
$115M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.43K- 11.51% |
$418K - $509K
|
18.7K
$6.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.47K- 0.83% |
$425K - $517K
|
295K
$102M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.73K- 2.2% |
$469K - $570K
|
121K
$42M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.12K- 69.87% |
$537K - $653K
|
1.35K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.63K- 61.04% |
$625K - $760K
|
2.32K
$803K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.02K- 69.85% |
$692K - $841K
|
1.74K
$601K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.22K- 12.94% |
$726K - $883K
|
28.4K
$9.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.34K- 38.56% |
$746K - $907K
|
6.91K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.76K- 67.38% |
$992K - $1.21M
|
2.79K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.89K- 20.35% |
$1.01M - $1.23M
|
23.1K
$7.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-6K- 33.44% |
$1.03M - $1.25M
|
11.9K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.31K- 7.83% |
$1.09M - $1.32M
|
74.3K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-7.04K- 8.76% |
$1.21M - $1.47M
|
73.3K
$25.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.97K- 1.25% |
$1.37M - $1.67M
|
627K
$217M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-8.27K- 10.95% |
$1.42M - $1.73M
|
67.3K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.2K- 3.26% |
$1.92M - $2.34M
|
332K
$115M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.3K- 42.86% |
$1.94M - $2.35M
|
15K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.3K- 90.7% |
$2.12M - $2.58M
|
1.27K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-12.6K- 61.7% |
$2.16M - $2.63M
|
7.8K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-14.1K- 0.56% |
$2.42M - $2.94M
|
2.48M
$858M
|
|
|
Aug 14, 2023
Q2 2023
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-16.3K- 8.84% |
$2.8M - $3.4M
|
168K
$58.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-17.3K- 38.51% |
$2.98M - $3.62M
|
27.7K
$9.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.8K- 6.03% |
$3.23M - $3.93M
|
293K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-27.8K- 9.2% |
$4.78M - $5.81M
|
274K
$94.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-31.8K- 63.1% |
$5.47M - $6.65M
|
18.6K
$6.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-31.9K- 14.26% |
$5.48M - $6.67M
|
192K
$66.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-43.3K- 27.0% |
$7.45M - $9.05M
|
117K
$40.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-46.5K- 8.38% |
$8M - $9.72M
|
508K
$176M
|
|
|
Aug 14, 2023
Q2 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-47.1K- 56.53% |
$8.11M - $9.86M
|
36.2K
$12.5M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-66.6K- 20.53% |
$11.5M - $13.9M
|
258K
$89.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-97.9K- 11.24% |
$16.8M - $20.5M
|
773K
$268M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-171K- 97.51% |
$29.4M - $35.7M
|
4.36K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-235KClosed |
$40.5M - $49.2M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.16M- 47.29% |
$200M - $243M
|
1.29M
$448M
|