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 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-549- 25.87% |
$155K - $173K
|
1.57K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-572- 38.99% |
$162K - $180K
|
895
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-587- 3.78% |
$166K - $185K
|
14.9K
$4.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-588- 3.98% |
$166K - $185K
|
14.2K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-651- 5.21% |
$184K - $205K
|
11.8K
$3.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-661- 5.35% |
$187K - $208K
|
11.7K
$3.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-678- 36.1% |
$192K - $214K
|
1.2K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-694- 21.45% |
$196K - $219K
|
2.54K
$803K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-695- 8.34% |
$196K - $219K
|
7.64K
$2.41M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-710- 30.01% |
$201K - $224K
|
1.66K
$523K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-726- 1.23% |
$205K - $229K
|
58.4K
$18.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-730- 19.85% |
$206K - $230K
|
2.95K
$931K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-775- 2.13% |
$219K - $244K
|
35.7K
$11.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-786- 86.37% |
$222K - $248K
|
124
$39.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-894- 12.43% |
$253K - $282K
|
6.3K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-925- 6.39% |
$261K - $291K
|
13.5K
$4.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-944- 7.95% |
$267K - $297K
|
10.9K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-950- 7.96% |
$269K - $299K
|
11K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1K- 8.0% |
$283K - $315K
|
11.5K
$3.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1K- 15.58% |
$283K - $315K
|
5.42K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 25.64% |
$283K - $315K
|
2.9K
$916K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.14K- 3.68% |
$321K - $358K
|
29.7K
$9.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.14K- 10.03% |
$323K - $359K
|
10.2K
$3.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 99.91% |
$323K - $360K
|
1
$316
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.16K- 72.44% |
$328K - $365K
|
441
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.27K- 13.58% |
$358K - $399K
|
8.06K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.38K- 28.88% |
$391K - $436K
|
3.41K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.48K- 8.25% |
$418K - $466K
|
16.5K
$5.2M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.53K- 14.64% |
$432K - $481K
|
8.91K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.53K- 6.72% |
$433K - $483K
|
21.3K
$6.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.54K- 13.7% |
$436K - $486K
|
9.72K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.73K- 0.13% |
$490K - $546K
|
1.31M
$413M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.76K- 6.6% |
$497K - $554K
|
24.9K
$7.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.77K- 30.69% |
$501K - $558K
|
4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.91K- 30.5% |
$541K - $603K
|
4.36K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 29.68% |
$620K - $691K
|
5.2K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.57K- 31.02% |
$725K - $808K
|
5.7K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.8K- 71.43% |
$790K - $881K
|
1.12K
$353K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.88K- 72.63% |
$813K - $906K
|
1.08K
$342K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.08K- 4.52% |
$870K - $970K
|
65K
$20.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.08K- 44.58% |
$871K - $971K
|
3.83K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-3.66K- 28.91% |
$1.03M - $1.15M
|
8.99K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.08K- 27.61% |
$1.15M - $1.29M
|
10.7K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.62K- 42.01% |
$1.31M - $1.46M
|
6.38K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.26K- 49.33% |
$1.49M - $1.66M
|
5.4K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-5.45K- 43.99% |
$1.54M - $1.72M
|
6.94K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-5.79K- 6.78% |
$1.64M - $1.82M
|
79.6K
$25.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-6.69K- 10.27% |
$1.89M - $2.11M
|
58.5K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.33K- 85.08% |
$2.07M - $2.31M
|
1.29K
$406K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-7.68K- 21.44% |
$2.17M - $2.42M
|
28.1K
$8.89M
|