Purchases and Sales Made in Q3 2022 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q3 2022. 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 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1MNew |
$211M - $261M
|
1M
$342M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
412KNew |
$86.6M - $107M
|
412K
$141M
|
|
|
Nov 13, 2023
Q3 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
238KNew |
$50.1M - $62M
|
238K
$81.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227K+ 12.02% |
$47.6M - $58.9M
|
2.11M
$720M
|
|
|
Aug 15, 2023
Q3 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
49.1KNew |
$10.3M - $12.8M
|
49.1K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
35.3KNew |
$7.4M - $9.17M
|
35.3K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30.6K+ 1.27% |
$6.43M - $7.97M
|
2.44M
$831M
|
|
|
Nov 14, 2022
Q3 2022
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
29.3K+ 9.84% |
$6.16M - $7.63M
|
327K
$112M
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
25.7K+ 47.24% |
$5.4M - $6.69M
|
80.2K
$27.3M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
25K+ 73.11% |
$5.25M - $6.5M
|
59.2K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7K+ 310.89% |
$5.19M - $6.42M
|
32.6K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
23.7K+ 1655.0% |
$4.97M - $6.15M
|
25.1K
$8.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.5KNew |
$4.51M - $5.59M
|
21.5K
$7.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
20.5K+ 206.82% |
$4.31M - $5.34M
|
30.5K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.3KNew |
$4.26M - $5.28M
|
20.3K
$6.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$3.54M - $4.38M
|
16.9K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$3.54M - $4.38M
|
16.9K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
16.6K+ 5.03% |
$3.49M - $4.32M
|
347K
$118M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.6K+ 8.78% |
$2.65M - $3.28M
|
156K
$53.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11.4K+ 112.91% |
$2.4M - $2.98M
|
21.6K
$7.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 28.33% |
$2.33M - $2.88M
|
50.2K
$17.1M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
10.9K+ 2.87% |
$2.28M - $2.82M
|
388K
$132M
|
|
|
Nov 10, 2022
Q3 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9.58K+ 45.57% |
$2.01M - $2.49M
|
30.6K
$10.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
9.25K+ 209.12% |
$1.94M - $2.4M
|
13.7K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.4KNew |
$1.76M - $2.18M
|
8.4K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8KNew |
$1.68M - $2.08M
|
8K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.97K+ 1.01% |
$1.67M - $2.07M
|
795K
$271M
|
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
5.86KNew |
$1.23M - $1.52M
|
5.86K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
4.67K+ 9.02% |
$981K - $1.21M
|
56.5K
$19.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
BUY
|
- |
4.62K+ 8.43% |
$971K - $1.2M
|
59.5K
$20.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.09K+ 5.48% |
$858K - $1.06M
|
78.8K
$26.8M
|
|
|
Oct 18, 2024
Q3 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.04KNew |
$847K - $1.05M
|
4.04K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.04KNew |
$847K - $1.05M
|
4.04K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.82K+ 53.83% |
$802K - $993K
|
10.9K
$3.72M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.6K+ 26.18% |
$756K - $936K
|
17.3K
$5.91M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.55K+ 35.12% |
$746K - $924K
|
13.7K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.33K+ 191.26% |
$698K - $865K
|
5.07K
$1.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.21K+ 77.69% |
$674K - $835K
|
7.34K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95KNew |
$619K - $767K
|
2.95K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.7KNew |
$567K - $702K
|
2.7K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
2.57K+ 0.25% |
$540K - $668K
|
1.03M
$351M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.37K+ 1653.85% |
$497K - $615K
|
2.51K
$855K
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.31K+ 37.3% |
$485K - $600K
|
8.5K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.26K+ 2.73% |
$474K - $587K
|
84.9K
$28.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.01K+ 104.03% |
$422K - $523K
|
3.95K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2K+ 500.0% |
$420K - $520K
|
2.4K
$818K
|
|
|
Nov 09, 2022
Q3 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.97K+ 3.83% |
$413K - $511K
|
53.3K
$18.1M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.93KNew |
$405K - $502K
|
1.93K
$657K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.91K+ 1.77% |
$402K - $497K
|
110K
$37.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.86KNew |
$390K - $483K
|
1.86K
$633K
|