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 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.09KClosed |
$1.24M - $1.43M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.1K- 11.59% |
$1.24M - $1.43M
|
38.9K
$13.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Bamco Inc
New York, NY |
SELL
|
- |
-5.79K- 0.48% |
$1.41M - $1.63M
|
1.21M
$429M
|
|
|
Nov 12, 2021
Q3 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-7.05K- 0.64% |
$1.72M - $1.98M
|
1.1M
$390M
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-7.49KClosed |
$1.83M - $2.11M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-7.52K- 3.91% |
$1.84M - $2.12M
|
185K
$65.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-7.93K- 37.69% |
$1.94M - $2.23M
|
13.1K
$4.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-9.6K- 51.34% |
$2.34M - $2.7M
|
9.1K
$3.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.85K- 3.78% |
$2.41M - $2.77M
|
251K
$89M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.94K- 6.62% |
$2.43M - $2.8M
|
140K
$49.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.96K- 0.95% |
$2.43M - $2.8M
|
1.04M
$369M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.5K- 58.07% |
$2.81M - $3.24M
|
8.32K
$2.95M
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-13.2K- 35.79% |
$3.23M - $3.72M
|
23.7K
$8.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-21.1K- 34.9% |
$5.15M - $5.94M
|
39.3K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.4K- 5.34% |
$6.2M - $7.15M
|
450K
$160M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-27K- 26.06% |
$6.6M - $7.61M
|
76.7K
$27.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-35.3K- 50.0% |
$8.62M - $9.93M
|
35.3K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-40.2K- 45.84% |
$9.83M - $11.3M
|
47.5K
$16.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-43.2K- 38.54% |
$10.6M - $12.2M
|
68.9K
$24.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.9K- 28.96% |
$11.4M - $13.2M
|
115K
$40.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-96.5K- 4.08% |
$23.6M - $27.2M
|
2.27M
$805M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-120K- 8.82% |
$29.2M - $33.7M
|
1.24M
$439M
|
|
|
Nov 05, 2021
Q3 2021
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-220KClosed |
$53.7M - $61.8M
|
0
$0
|