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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
49+ 1.65% |
$13.8K - $15.4K
|
3.03K
$933K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
49+ 0.47% |
$13.8K - $15.4K
|
10.4K
$3.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 21.89% |
$12.4K - $13.9K
|
245
$75.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 6.24% |
$10.5K - $11.7K
|
630
$194K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36New |
$10.2K - $11.3K
|
36
$11.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 150.0% |
$10.2K - $11.3K
|
60
$18.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 2.48% |
$8.48K - $9.45K
|
1.24K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
26+ 0.6% |
$7.35K - $8.19K
|
4.38K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$7.07K - $7.88K
|
25
$7.71K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
24+ 25.81% |
$6.78K - $7.56K
|
117
$36.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
24New |
$6.78K - $7.56K
|
24
$7.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 6.15% |
$5.65K - $6.3K
|
345
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 666.67% |
$5.65K - $6.3K
|
23
$7.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17+ 0.52% |
$4.81K - $5.36K
|
3.27K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
17+ 0.3% |
$4.81K - $5.36K
|
5.78K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15+ 0.08% |
$4.24K - $4.73K
|
20K
$6.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 9.27% |
$3.96K - $4.41K
|
165
$50.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14+ 0.23% |
$3.96K - $4.41K
|
6.13K
$1.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$3.67K - $4.1K
|
13
$4.01K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 1.17% |
$3.67K - $4.1K
|
1.12K
$345K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 2.88% |
$2.83K - $3.15K
|
357
$110K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.15% |
$2.54K - $2.84K
|
5.82K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 35.0% |
$1.98K - $2.21K
|
27
$8.33K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 166.67% |
$1.41K - $1.58K
|
8
$2.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 13.16% |
$1.41K - $1.58K
|
43
$13.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$1.13K - $1.26K
|
4
$1.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
4New |
$1.13K - $1.26K
|
4
$1.23K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3New |
$848 - $945
|
3
$925
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3+ 0.17% |
$848 - $945
|
1.8K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$848 - $945
|
4.62K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.35% |
$848 - $945
|
854
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$565 - $630
|
2
$617
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.88% |
$565 - $630
|
230
$70.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 3.33% |
$283 - $315
|
31
$9.56K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 12.5% |
$283 - $315
|
9
$2.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 25.0% |
$283 - $315
|
5
$1.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 2.56% |
$283 - $315
|
38
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3- -0.0% |
$848 - $945
|
685K
$211M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 17.39% |
$1.13K - $1.26K
|
19
$5.86K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 33.33% |
$1.41K - $1.58K
|
10
$3.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-6- 0.75% |
$1.7K - $1.89K
|
790
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 3.93% |
$1.98K - $2.21K
|
171
$52.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.23% |
$2.26K - $2.52K
|
3.41K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9- 0.74% |
$2.54K - $2.84K
|
1.21K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 1.22% |
$2.54K - $2.84K
|
731
$225K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 5.68% |
$2.83K - $3.15K
|
166
$51.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-11- 0.25% |
$3.11K - $3.47K
|
4.42K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-13- 1.25% |
$3.67K - $4.1K
|
1.03K
$316K
|