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 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.74K+ 3.39% |
$425K - $490K
|
53.1K
$17.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 24.77% |
$391K - $450K
|
8.06K
$2.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.53KNew |
$374K - $431K
|
1.53K
$497K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.52K+ 19.59% |
$371K - $427K
|
9.26K
$3.01M
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.47KNew |
$358K - $412K
|
1.47K
$476K
|
|
|
Nov 12, 2021
Q3 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.44KNew |
$352K - $406K
|
1.44K
$469K
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.32K+ 3.93% |
$322K - $371K
|
34.9K
$11.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.3KNew |
$318K - $366K
|
1.3K
$423K
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.26K+ 0.4% |
$307K - $354K
|
315K
$102M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
1.2K+ 25.05% |
$294K - $339K
|
6.01K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.19K+ 18.39% |
$290K - $334K
|
7.64K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.15KNew |
$281K - $324K
|
1.15K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.14KNew |
$279K - $321K
|
1.14K
$371K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.13KNew |
$275K - $317K
|
1.13K
$366K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05K+ 67.59% |
$256K - $295K
|
2.6K
$844K
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.02K+ 13.11% |
$248K - $286K
|
8.76K
$2.85M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.01KNew |
$247K - $285K
|
1.01K
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
967New |
$236K - $272K
|
967
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
905New |
$221K - $255K
|
905
$294K
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
905New |
$221K - $255K
|
905
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
903+ 64.0% |
$221K - $254K
|
2.31K
$752K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
897+ 2.19% |
$219K - $252K
|
41.9K
$13.6M
|
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
842New |
$206K - $237K
|
842
$274K
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
789+ 8.01% |
$193K - $222K
|
10.6K
$3.46M
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
741+ 87.28% |
$181K - $209K
|
1.59K
$517K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
732+ 6.94% |
$179K - $206K
|
11.3K
$3.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
686+ 22.25% |
$168K - $193K
|
3.77K
$1.23M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
667+ 6.27% |
$163K - $188K
|
11.3K
$3.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
633+ 7.1% |
$155K - $178K
|
9.55K
$3.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
525+ 27.7% |
$128K - $148K
|
2.42K
$787K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
522+ 26.18% |
$128K - $147K
|
2.52K
$818K
|
|
|
Nov 04, 2021
Q3 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
500+ 7.81% |
$122K - $141K
|
6.9K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
467+ 0.06% |
$114K - $131K
|
815K
$265M
|
|
|
Nov 15, 2021
Q3 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
458+ 13.58% |
$112K - $129K
|
3.83K
$1.25M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
420+ 259.26% |
$103K - $118K
|
582
$189K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
412+ 11.0% |
$101K - $116K
|
4.16K
$1.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
408+ 15.48% |
$99.7K - $115K
|
3.04K
$989K
|
|
|
Nov 12, 2021
Q3 2021
|
George Kaiser Family Foundation
|
BUY
|
- |
363+ 3.66% |
$88.7K - $102K
|
10.3K
$3.34M
|
|
|
Nov 16, 2021
Q3 2021
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
300+ 7.5% |
$73.3K - $84.4K
|
4.3K
$1.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
289+ 3.55% |
$70.6K - $81.3K
|
8.43K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
289+ 8.1% |
$70.6K - $81.3K
|
3.86K
$1.25M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
278New |
$67.9K - $78.2K
|
278
$90.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
237+ 12.82% |
$57.9K - $66.7K
|
2.09K
$678K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
196+ 16.84% |
$47.9K - $55.2K
|
1.36K
$442K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
189+ 59.43% |
$46.2K - $53.2K
|
507
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
178+ 9.61% |
$43.5K - $50.1K
|
2.03K
$660K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
152+ 9.52% |
$37.1K - $42.8K
|
1.75K
$568K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
143New |
$34.9K - $40.2K
|
143
$46.5K
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
140+ 5.01% |
$34.2K - $39.4K
|
2.93K
$953K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
133+ 0.38% |
$32.5K - $37.4K
|
35.2K
$11.5M
|