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 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.68KNew |
$475K - $530K
|
1.68K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
1.65K+ 9.48% |
$467K - $521K
|
19.1K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
American Capital Management Inc
New York, NY |
BUY
|
- |
1.57K+ 1.09% |
$443K - $494K
|
145K
$45.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$424K - $473K
|
1.5K
$474K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.43KNew |
$404K - $450K
|
1.43K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.38K+ 5.38% |
$390K - $435K
|
27K
$8.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.37K+ 54.14% |
$388K - $432K
|
3.91K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.33K+ 33.49% |
$375K - $417K
|
5.28K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.32KNew |
$373K - $416K
|
1.32K
$417K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.23K+ 23.41% |
$349K - $389K
|
6.51K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.23K+ 3.6% |
$348K - $388K
|
35.5K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.11K+ 2.49% |
$313K - $349K
|
45.6K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.08K+ 0.85% |
$306K - $342K
|
128K
$40.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.05KNew |
$296K - $330K
|
1.05K
$331K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.02K+ 4.3% |
$289K - $322K
|
24.8K
$7.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.01KNew |
$285K - $318K
|
1.01K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
985+ 12.44% |
$278K - $310K
|
8.9K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
922New |
$261K - $290K
|
922
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
906New |
$256K - $285K
|
906
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
883+ 40.62% |
$250K - $278K
|
3.06K
$966K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
869+ 1.16% |
$246K - $274K
|
75.7K
$23.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
854New |
$241K - $269K
|
854
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
834New |
$236K - $263K
|
834
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
833+ 2.0% |
$235K - $262K
|
42.4K
$13.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
826New |
$233K - $260K
|
826
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
822+ 9.91% |
$232K - $259K
|
9.12K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
817New |
$231K - $257K
|
817
$258K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
800+ 6.43% |
$226K - $252K
|
13.2K
$4.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
775New |
$219K - $244K
|
775
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
775New |
$219K - $244K
|
775
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
771New |
$218K - $243K
|
771
$244K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
764New |
$216K - $241K
|
764
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
759New |
$215K - $239K
|
759
$240K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
734+ 10.42% |
$207K - $231K
|
7.78K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
706+ 13.63% |
$200K - $222K
|
5.89K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
705New |
$199K - $222K
|
705
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
663+ 5.58% |
$187K - $209K
|
12.5K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
635+ 62.81% |
$179K - $200K
|
1.65K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
614+ 5.03% |
$174K - $193K
|
12.8K
$4.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
585+ 1.78% |
$165K - $184K
|
33.5K
$10.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
547+ 5.05% |
$155K - $172K
|
11.4K
$3.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
509+ 41.55% |
$144K - $160K
|
1.73K
$548K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
470+ 62.83% |
$133K - $148K
|
1.22K
$385K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
429+ 11.91% |
$121K - $135K
|
4.03K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
427+ 15.45% |
$121K - $135K
|
3.19K
$1.01M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
400New |
$113K - $126K
|
400
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
385+ 52.81% |
$109K - $121K
|
1.11K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
358+ 2.05% |
$101K - $113K
|
17.9K
$5.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
350New |
$98.9K - $110K
|
350
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Scout Investments, Inc.
|
BUY
|
- |
344+ 0.81% |
$97.2K - $108K
|
42.9K
$13.6M
|