Purchases and Sales Made in Q3 2021 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
525K+ 14.44% |
$128M - $148M
|
4.16M
$1.48B
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
478KNew |
$117M - $135M
|
478K
$170M
|
|
|
Nov 14, 2022
Q3 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
228KNew |
$55.7M - $64.1M
|
228K
$80.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
104K+ 23.42% |
$25.5M - $29.4M
|
551K
$195M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
103KNew |
$25.2M - $29M
|
103K
$36.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
68.2KNew |
$16.7M - $19.2M
|
68.2K
$24.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.2KNew |
$15.2M - $17.5M
|
62.2K
$22.1M
|
|
|
Nov 15, 2021
Q3 2021
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
43.2KNew |
$10.6M - $12.2M
|
43.2K
$15.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
39.4K+ 1814.21% |
$9.63M - $11.1M
|
41.6K
$14.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
35.2K+ 99.55% |
$8.6M - $9.9M
|
70.5K
$25M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.5K+ 14.98% |
$6.97M - $8.03M
|
219K
$77.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
27.7KNew |
$6.78M - $7.81M
|
27.7K
$9.84M
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
23.9K+ 60.83% |
$5.85M - $6.74M
|
63.3K
$22.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$5.61M - $6.46M
|
22.9K
$8.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
22.6KNew |
$5.52M - $6.36M
|
22.6K
$8.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
20.9K+ 33.11% |
$5.11M - $5.89M
|
84.1K
$29.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.8K+ 16.43% |
$4.34M - $5M
|
126K
$44.6M
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
15.7K+ 13.09% |
$3.83M - $4.41M
|
135K
$48M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.1K+ 11.77% |
$3.44M - $3.96M
|
134K
$47.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Royce & Associates LP
|
BUY
|
- |
13.9K+ 4.26% |
$3.39M - $3.91M
|
340K
$121M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$3.25M - $3.75M
|
13.3K
$4.73M
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 61400.0% |
$3M - $3.46M
|
12.3K
$4.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
8.86K+ 3.77% |
$2.16M - $2.49M
|
244K
$86.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.01K+ 445.22% |
$1.96M - $2.26M
|
9.81K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
7.03KNew |
$1.72M - $1.98M
|
7.03K
$2.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviva PLC
|
BUY
|
- |
6.07KNew |
$1.48M - $1.71M
|
6.07K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5.49K+ 28.23% |
$1.34M - $1.55M
|
25K
$8.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.11K+ 20.03% |
$1.25M - $1.44M
|
30.6K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.93K+ 21.43% |
$1.2M - $1.39M
|
27.9K
$9.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.43KNew |
$1.08M - $1.25M
|
4.43K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
4.38K+ 1.25% |
$1.07M - $1.23M
|
354K
$126M
|
|
|
Oct 27, 2021
Q3 2021
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.05KNew |
$989K - $1.14M
|
4.05K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
4.04K+ 2.87% |
$987K - $1.14M
|
145K
$51.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Twin Capital Management Inc
|
BUY
|
- |
3.88KNew |
$949K - $1.09M
|
3.88K
$1.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.76K+ 26.23% |
$919K - $1.06M
|
18.1K
$6.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.52K+ 19.13% |
$860K - $990K
|
21.9K
$7.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.4K+ 4.77% |
$831K - $958K
|
74.7K
$26.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
3KNew |
$733K - $844K
|
3K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.92KNew |
$712K - $821K
|
2.92K
$1.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Jennison Associates LLC
|
BUY
|
- |
2.89K+ 16.48% |
$706K - $814K
|
20.4K
$7.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.71K+ 17.43% |
$662K - $763K
|
18.3K
$6.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.45K+ 42.49% |
$598K - $689K
|
8.21K
$2.91M
|
|
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.4K+ 43.54% |
$586K - $676K
|
7.92K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.39K+ 50.9% |
$584K - $673K
|
7.09K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$583K - $672K
|
2.39K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.33K+ 36.39% |
$569K - $656K
|
8.74K
$3.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.3KNew |
$561K - $646K
|
2.3K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.12K+ 180.37% |
$519K - $598K
|
3.3K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.02KNew |
$492K - $567K
|
2.02K
$715K
|
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.8KNew |
$440K - $507K
|
1.8K
$639K
|