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 Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-7.7K- 84.21% |
$2.18M - $2.43M
|
1.44K
$456K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.81K- 9.67% |
$2.21M - $2.46M
|
73K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.28K- 42.57% |
$2.34M - $2.61M
|
11.2K
$3.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.96K- 3.07% |
$2.53M - $2.82M
|
283K
$89.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.63K- 5.16% |
$2.72M - $3.03M
|
177K
$55.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.1K- 62.67% |
$2.86M - $3.19M
|
6.03K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 81.6% |
$3.13M - $3.49M
|
2.5K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11.3K- 85.48% |
$3.19M - $3.56M
|
1.92K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-11.4K- 33.2% |
$3.23M - $3.6M
|
23K
$7.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.2K- 11.98% |
$3.46M - $3.85M
|
89.8K
$28.4M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-14.1K- 50.02% |
$3.99M - $4.45M
|
14.1K
$4.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16K- 18.15% |
$4.51M - $5.03M
|
71.9K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-16.6K- 40.01% |
$4.7M - $5.24M
|
24.9K
$7.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.2K- 7.29% |
$5.43M - $6.05M
|
244K
$77.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-21.2K- 60.53% |
$5.99M - $6.67M
|
13.8K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-23.4K- 79.6% |
$6.62M - $7.38M
|
6K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-23.6K- 93.63% |
$6.67M - $7.43M
|
1.61K
$507K
|
|
|
Aug 06, 2024
Q2 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-23.7K- 25.01% |
$6.7M - $7.47M
|
71K
$22.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Royce & Associates LP
|
SELL
|
- |
-31.4K- 13.97% |
$8.88M - $9.9M
|
194K
$61.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-41.4K- 29.55% |
$11.7M - $13.1M
|
98.8K
$31.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43.2K- 20.19% |
$12.2M - $13.6M
|
171K
$53.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-77.7K- 41.41% |
$22M - $24.5M
|
110K
$34.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-97.7K- 7.96% |
$27.6M - $30.8M
|
1.13M
$357M
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-161K- 6.19% |
$45.4M - $50.6M
|
2.43M
$769M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-173K- 10.16% |
$48.8M - $54.4M
|
1.53M
$482M
|