Purchases and Sales Made in Q2 2024 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q2 2024. 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, 2024
Q2 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
324KNew |
$91.7M - $102M
|
324K
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
194K+ 153.99% |
$54.9M - $61.2M
|
320K
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
192K+ 1280000.0% |
$54.3M - $60.5M
|
192K
$60.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
157K+ 6.1% |
$44.5M - $49.6M
|
2.74M
$865M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
155K+ 19.66% |
$43.9M - $48.9M
|
945K
$299M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
89.4K+ 3.65% |
$25.3M - $28.2M
|
2.54M
$801M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.8K+ 79446.3% |
$24.3M - $27M
|
85.9K
$27.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.3K+ 4.3% |
$23.5M - $26.2M
|
2.02M
$638M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.3K+ 4.3% |
$23.5M - $26.2M
|
2.02M
$638M
|
|
|
Aug 14, 2024
Q2 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
48.8K+ 8.69% |
$13.8M - $15.4M
|
611K
$193M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.9K+ 20.72% |
$11.8M - $13.2M
|
244K
$77.1M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
38.2KNew |
$10.8M - $12M
|
38.2K
$12.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
31.7KNew |
$8.95M - $9.97M
|
31.7K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
31.5K+ 61.76% |
$8.9M - $9.92M
|
82.5K
$26.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.9K+ 217.33% |
$8.17M - $9.1M
|
42.2K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
27.6K+ 6.01% |
$7.8M - $8.69M
|
487K
$154M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.8K+ 13.31% |
$6.45M - $7.19M
|
194K
$61.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
7.61K+ 16.14% |
$2.15M - $2.4M
|
54.8K
$17.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
6.23K+ 21.2% |
$1.76M - $1.96M
|
35.6K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.7KNew |
$1.61M - $1.8M
|
5.7K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.85K+ 168.16% |
$1.37M - $1.53M
|
7.73K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
4.82K+ 0.44% |
$1.36M - $1.52M
|
1.1M
$347M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.8K+ 11.01% |
$1.36M - $1.51M
|
48.4K
$15.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.72K+ 1.77% |
$1.33M - $1.49M
|
272K
$86M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.63K+ 15.88% |
$1.31M - $1.46M
|
33.8K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 15.23% |
$1.25M - $1.39M
|
33.3K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.3K+ 32.15% |
$1.22M - $1.35M
|
17.7K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
4.15K+ 0.54% |
$1.17M - $1.31M
|
776K
$245M
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.1K+ 8.1% |
$1.16M - $1.29M
|
54.7K
$17.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.94K+ 9.6% |
$1.11M - $1.24M
|
45K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.64K+ 44.43% |
$1.03M - $1.15M
|
11.8K
$3.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
3.5KNew |
$989K - $1.1M
|
3.5K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
3.48K+ 29.58% |
$983K - $1.1M
|
15.2K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.35K+ 31.0% |
$948K - $1.06M
|
14.2K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2.95K+ 6.36% |
$834K - $930K
|
49.4K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.9K+ 16.66% |
$819K - $913K
|
20.3K
$6.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.8K+ 15.82% |
$791K - $882K
|
20.5K
$6.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.73K+ 197.69% |
$773K - $861K
|
4.12K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 332.31% |
$765K - $852K
|
3.52K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.7K+ 24.11% |
$763K - $851K
|
13.9K
$4.39M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.68K+ 109.89% |
$757K - $844K
|
5.12K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.59K+ 72.5% |
$733K - $817K
|
6.17K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.55KNew |
$721K - $803K
|
2.55K
$806K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.55K+ 1.38% |
$720K - $803K
|
187K
$59M
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
2.55K+ 42.42% |
$719K - $802K
|
8.55K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.41KNew |
$681K - $759K
|
2.41K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 21.82% |
$670K - $747K
|
13.2K
$4.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.1KNew |
$594K - $662K
|
2.1K
$664K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.97K+ 295.35% |
$557K - $621K
|
2.64K
$833K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.86K+ 96.83% |
$527K - $587K
|
3.79K
$1.2M
|