Purchases and Sales Made in Q2 2024 in Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
335
+ 3.36%
$94.7K - $106K
10.3K $3.26M
Aug 14, 2024 Q2 2024
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
318
+ 1.31%
$89.9K - $100K
24.7K $7.79M
Aug 05, 2024 Q2 2024
Precision Wealth Strategies, LLC

BUY
 -
313
+ 14.74%
$88.5K - $98.6K
2.44K $770K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
308
+ 143.93%
$87.1K - $97K
522 $165K
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
287
+ 229.6%
$81.1K - $90.4K
412 $130K
Jul 26, 2024 Q2 2024
Copeland Capital Management, LLC

BUY
 -
275
+ 0.26%
$77.7K - $86.6K
105K $33.2M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
270
+ 12.84%
$76.3K - $85.1K
2.37K $749K
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
256
+ 9.32%
$72.4K - $80.7K
3K $949K
Aug 14, 2024 Q2 2024
Mirae Asset Global Etfs Holdings Ltd.

Central, K3
BUY
 -
227
New
$64.2K - $71.5K
227 $71.7K
Aug 13, 2024 Q2 2024
Pictet Asset Management Holding Sa

Carouge, V8
BUY
 -
215
+ 6.61%
$60.8K - $67.7K
3.47K $1.1M
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
188
+ 1.01%
$53.1K - $59.2K
18.8K $5.93M
Aug 13, 2024 Q2 2024
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
179
+ 2.08%
$50.6K - $56.4K
8.78K $2.77M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
177
+ 34.84%
$50K - $55.8K
685 $216K
Jul 11, 2024 Q2 2024
Cadent Capital Advisors, LLC

BUY
 -
163
+ 13.22%
$46.1K - $51.4K
1.4K $441K
Aug 12, 2024 Q2 2024
Xtx Topco LTD

London, X0
BUY
 -
161
+ 14.44%
$45.5K - $50.7K
1.28K $403K
Aug 14, 2024 Q2 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
160
+ 9.63%
$45.2K - $50.4K
1.82K $576K
Aug 09, 2024 Q2 2024
Covestor LTD

Boston, MA
BUY
 -
158
+ 322.45%
$44.7K - $49.8K
207 $65.4K
Aug 14, 2024 Q2 2024
Treasurer Of The State Of North Carolina

BUY
 -
137
+ 1.19%
$38.7K - $43.2K
11.6K $3.67M
Aug 02, 2024 Q2 2024
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
135
+ 3.01%
$38.2K - $42.5K
4.62K $1.46M
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
130
+ 55.56%
$36.7K - $41K
364 $115K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
120
New
$33.9K - $37.8K
120 $37.9K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
117
New
$33.1K - $36.9K
117 $37K
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
103
+ 3.64%
$29.1K - $32.5K
2.93K $927K
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
99
+ 6.1%
$28K - $31.2K
1.72K $544K
Jul 12, 2024 Q2 2024
Cardinal Capital Management

BUY
 -
99
+ 0.84%
$28K - $31.2K
11.8K $3.74M
Jul 31, 2024 Q2 2024
Empire Life Investments Inc.

BUY
 -
91
+ 1.37%
$25.7K - $28.7K
6.75K $2.13M
Jul 18, 2024 Q2 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
85
+ 326.92%
$24K - $26.8K
111 $35.1K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
83
+ 6.46%
$23.5K - $26.1K
1.37K $432K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
79
New
$22.3K - $24.9K
79 $25K
Aug 13, 2024 Q2 2024
Exchange Traded Concepts, LLC

BUY
 -
78
+ 3.83%
$22K - $24.6K
2.12K $668K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
72
+ 327.27%
$20.4K - $22.7K
94 $29.7K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
72
New
$20.4K - $22.7K
72 $22.7K
Jul 29, 2024 Q2 2024
Panagora Asset Management Inc

Boston, MA
BUY
 -
68
+ 8.5%
$19.2K - $21.4K
868 $274K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
66
+ 5.03%
$18.7K - $20.8K
1.38K $435K
Jul 17, 2024 Q2 2024
Kbc Group Nv

BUY
 -
65
+ 11.67%
$18.4K - $20.5K
622 $197K
Aug 06, 2024 Q2 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
62
+ 73.81%
$17.5K - $19.5K
146 $46.1K
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
62
+ 4.28%
$17.5K - $19.5K
1.51K $477K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
57
New
$16.1K - $18K
57 $18K
Aug 13, 2024 Q2 2024
Ethic Inc.

New York, NY
BUY
 -
57
+ 2.45%
$16.1K - $18K
2.38K $753K
Aug 02, 2024 Q2 2024
George Kaiser Family Foundation

BUY
 -
55
+ 0.72%
$15.5K - $17.3K
7.69K $2.43M
Jul 19, 2024 Q2 2024
Nisa Investment Advisors, LLC

BUY
 -
54
+ 38.03%
$15.3K - $17K
196 $61.9K
Aug 14, 2024 Q2 2024
Engineers Gate Manager LP

New York, NY
BUY
 -
54
+ 3.49%
$15.3K - $17K
1.6K $505K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
53
New
$15K - $16.7K
53 $16.7K
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
51
+ 7.25%
$14.4K - $16.1K
754 $238K
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
51
+ 38.64%
$14.4K - $16.1K
183 $57.8K
Jul 30, 2024 Q2 2024
Legacy Advisors, LLC

BUY
 -
49
+ 1.65%
$13.8K - $15.4K
3.03K $956K
Aug 14, 2024 Q2 2024
Kensington Investment Counsel, LLC

BUY
 -
49
+ 0.47%
$13.8K - $15.4K
10.4K $3.28M
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
44
+ 21.89%
$12.4K - $13.9K
245 $77.4K
Aug 12, 2024 Q2 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
37
+ 6.24%
$10.5K - $11.7K
630 $199K

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