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 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27- 1.83% |
$7.63K - $8.51K
|
1.45K
$458K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-32- 0.69% |
$9.04K - $10.1K
|
4.6K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-36- 0.92% |
$10.2K - $11.3K
|
3.88K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-40- 0.89% |
$11.3K - $12.6K
|
4.46K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-42- 3.3% |
$11.9K - $13.2K
|
1.23K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44- 4.4% |
$12.4K - $13.9K
|
956
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-50- 0.51% |
$14.1K - $15.8K
|
9.8K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-52- 4.35% |
$14.7K - $16.4K
|
1.14K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-52- 2.53% |
$14.7K - $16.4K
|
2.01K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-56- 84.85% |
$15.8K - $17.6K
|
10
$3.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-62- 5.64% |
$17.5K - $19.5K
|
1.04K
$328K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 38.24% |
$18.4K - $20.5K
|
105
$33.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-70- 2.24% |
$19.8K - $22.1K
|
3.06K
$966K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-85- 3.52% |
$24K - $26.8K
|
2.33K
$736K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-86- 1.95% |
$24.3K - $27.1K
|
4.32K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.33% |
$28.3K - $31.5K
|
7.4K
$2.34M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.56% |
$28.3K - $31.5K
|
6.3K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 7.74% |
$28.3K - $31.5K
|
1.19K
$377K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-104- 6.67% |
$29.4K - $32.8K
|
1.46K
$460K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-108- 1.77% |
$30.5K - $34K
|
6.01K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-124- 5.63% |
$35K - $39.1K
|
2.08K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-156- 2.86% |
$44.1K - $49.1K
|
5.31K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-162- 3.29% |
$45.8K - $51K
|
4.77K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-162- 1.14% |
$45.8K - $51K
|
14.1K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-164- 0.8% |
$46.4K - $51.7K
|
20.4K
$6.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-182- 5.95% |
$51.4K - $57.3K
|
2.88K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-205- 3.56% |
$57.9K - $64.6K
|
5.55K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-209- 28.21% |
$59.1K - $65.8K
|
532
$168K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-231- 15.99% |
$65.3K - $72.8K
|
1.21K
$384K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-262- 4.68% |
$74.1K - $82.5K
|
5.34K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-275- 26.65% |
$77.7K - $86.6K
|
757
$239K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-276- 1.78% |
$78K - $87K
|
15.2K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-276- 1.78% |
$78K - $87K
|
15.2K
$4.81M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-278- 7.31% |
$78.6K - $87.6K
|
3.53K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-280- 24.56% |
$79.1K - $88.2K
|
860
$272K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-325- 1.45% |
$91.9K - $102K
|
22.1K
$6.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-330- 23.81% |
$93.3K - $104K
|
1.06K
$334K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-332- 16.12% |
$93.8K - $105K
|
1.73K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-340- 14.93% |
$96.1K - $107K
|
1.94K
$612K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-348- 24.56% |
$98.4K - $110K
|
1.07K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-359- 1.53% |
$101K - $113K
|
23.1K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-385- 2.51% |
$109K - $121K
|
15K
$4.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-439- 3.13% |
$124K - $138K
|
13.6K
$4.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-465- 33.48% |
$131K - $147K
|
924
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-497- 1.86% |
$140K - $157K
|
26.3K
$8.3M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-500- 12.5% |
$141K - $158K
|
3.5K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-524- 18.82% |
$148K - $165K
|
2.26K
$714K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-525- 31.53% |
$148K - $165K
|
1.14K
$360K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-527- 1.61% |
$149K - $166K
|
32.2K
$10.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-542- 8.03% |
$153K - $171K
|
6.21K
$1.96M
|