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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
120New |
$25.2K - $31.2K
|
120
$37.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
115New |
$24.1K - $29.9K
|
115
$36.3K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
114+ 1.18% |
$23.9K - $29.6K
|
9.75K
$3.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
111+ 0.87% |
$23.3K - $28.9K
|
12.8K
$4.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.16% |
$21K - $26K
|
60.8K
$19.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 12.34% |
$20.6K - $25.5K
|
892
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88+ 3.91% |
$18.5K - $22.9K
|
2.34K
$739K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
76+ 4.22% |
$16K - $19.8K
|
1.88K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
72+ 1.14% |
$15.1K - $18.7K
|
6.41K
$2.02M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
71+ 0.63% |
$14.9K - $18.5K
|
11.4K
$3.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
65+ 9.8% |
$13.6K - $16.9K
|
728
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
62+ 116.98% |
$13K - $16.1K
|
115
$36.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
60+ 1.49% |
$12.6K - $15.6K
|
4.07K
$1.29M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
59New |
$12.4K - $15.3K
|
59
$18.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
57+ 2.15% |
$12K - $14.8K
|
2.71K
$855K
|
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
51+ 0.58% |
$10.7K - $13.3K
|
8.91K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50+ 2.04% |
$10.5K - $13K
|
2.5K
$790K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50+ 833.33% |
$10.5K - $13K
|
56
$17.7K
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
50+ 0.19% |
$10.5K - $13K
|
26.7K
$8.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
42+ 4.56% |
$8.82K - $10.9K
|
963
$304K
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
40+ 0.41% |
$8.4K - $10.4K
|
9.77K
$3.09M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
33+ 2.34% |
$6.93K - $8.58K
|
1.45K
$457K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32New |
$6.72K - $8.32K
|
32
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
30+ 0.65% |
$6.3K - $7.8K
|
4.65K
$1.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25+ 2.02% |
$5.25K - $6.5K
|
1.26K
$398K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
19+ 1.14% |
$3.99K - $4.94K
|
1.68K
$532K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
17+ 36.96% |
$3.57K - $4.42K
|
63
$19.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
16New |
$3.36K - $4.16K
|
16
$5.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
BUY
|
- |
15New |
$3.15K - $3.9K
|
15
$4.74K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 45.45% |
$3.15K - $3.9K
|
48
$15.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
13New |
$2.73K - $3.38K
|
13
$4.11K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 6.59% |
$2.31K - $2.86K
|
178
$56.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
9New |
$1.89K - $2.34K
|
9
$2.84K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 38.1% |
$1.68K - $2.08K
|
29
$9.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$1.47K - $1.82K
|
7
$2.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6+ 0.58% |
$1.26K - $1.56K
|
1.04K
$330K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
6+ 0.49% |
$1.26K - $1.56K
|
1.22K
$386K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
5+ 50.0% |
$1.05K - $1.3K
|
15
$4.74K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.11% |
$1.05K - $1.3K
|
457
$144K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 80.0% |
$840 - $1.04K
|
9
$2.84K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 10.71% |
$630 - $780
|
31
$9.79K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2+ 0.53% |
$420 - $520
|
378
$119K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.78% |
$420 - $520
|
74
$23.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 100.0% |
$420 - $520
|
4
$1.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 100.0% |
$210 - $260
|
2
$632
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.06% |
$210 - $260
|
1.6K
$504K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|