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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.77K+ 1.76% |
$371K - $460K
|
102K
$34.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.77K+ 1.76% |
$371K - $460K
|
102K
$34.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$321K - $397K
|
1.53K
$518K
|
|
|
Nov 04, 2022
Q3 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
1.5K+ 11.01% |
$314K - $389K
|
15.1K
$5.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.49K+ 1.5% |
$312K - $386K
|
100K
$34M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.4KNew |
$294K - $363K
|
1.4K
$474K
|
|
|
Nov 09, 2022
Q3 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.35K+ 40.79% |
$282K - $350K
|
4.64K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.3KNew |
$274K - $339K
|
1.3K
$442K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.3KNew |
$272K - $337K
|
1.3K
$439K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.28K+ 4.64% |
$269K - $333K
|
28.8K
$9.78M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.13KNew |
$238K - $295K
|
1.13K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.02KNew |
$214K - $265K
|
1.02K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.02K+ 1284.81% |
$213K - $264K
|
1.09K
$371K
|
|
|
Nov 09, 2022
Q3 2022
|
Black Creek Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1K+ 25.0% |
$210K - $260K
|
5K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
962New |
$202K - $250K
|
962
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
915+ 2.21% |
$192K - $238K
|
42.4K
$14.4M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
876+ 0.89% |
$184K - $228K
|
99.8K
$33.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
859+ 0.26% |
$180K - $223K
|
332K
$113M
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
850New |
$178K - $221K
|
850
$288K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
840+ 41.0% |
$176K - $218K
|
2.89K
$979K
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
803+ 1.66% |
$169K - $209K
|
49.1K
$16.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
742+ 48.59% |
$156K - $193K
|
2.27K
$769K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
705+ 18.9% |
$148K - $183K
|
4.44K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
680+ 18.13% |
$143K - $177K
|
4.43K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
665+ 1.55% |
$140K - $173K
|
43.6K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
579+ 4.5% |
$122K - $151K
|
13.4K
$4.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
502+ 49.51% |
$105K - $131K
|
1.52K
$514K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
447+ 32.39% |
$93.9K - $116K
|
1.83K
$619K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
411+ 24.92% |
$86.3K - $107K
|
2.06K
$698K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
408+ 8.3% |
$85.7K - $106K
|
5.32K
$1.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
395New |
$82.9K - $103K
|
395
$134K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
369+ 1.24% |
$77.5K - $95.9K
|
30.2K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
344+ 2.13% |
$72.2K - $89.4K
|
16.5K
$5.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
340+ 10.41% |
$71.4K - $88.4K
|
3.61K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
297+ 23.22% |
$62.4K - $77.2K
|
1.58K
$534K
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
296+ 0.06% |
$62.2K - $77K
|
486K
$165M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
287+ 0.91% |
$60.3K - $74.6K
|
31.8K
$10.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
282+ 7.73% |
$59.2K - $73.3K
|
3.93K
$1.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
279+ 27.38% |
$58.6K - $72.5K
|
1.3K
$440K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
278+ 24.67% |
$58.4K - $72.3K
|
1.41K
$476K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 16.46% |
$58.4K - $72.3K
|
1.97K
$667K
|
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
223+ 3.49% |
$46.8K - $58K
|
6.61K
$2.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 4.19% |
$45.4K - $56.2K
|
5.38K
$1.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$42K - $52K
|
200
$67.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
181+ 9.82% |
$38K - $47.1K
|
2.02K
$686K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 3.68% |
$34.2K - $42.4K
|
4.59K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
162+ 10.59% |
$34K - $42.1K
|
1.69K
$573K
|
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
BUY
|
- |
143+ 1.39% |
$30K - $37.2K
|
10.4K
$3.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
130+ 1.24% |
$27.3K - $33.8K
|
10.7K
$3.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
122+ 0.04% |
$25.6K - $31.7K
|
306K
$104M
|