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 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1- 0.03% |
$210 - $260
|
3.52K
$1.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2- 0.95% |
$420 - $520
|
208
$70.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.55% |
$420 - $520
|
362
$123K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.46% |
$630 - $780
|
203
$68.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 3.33% |
$630 - $780
|
87
$29.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.37% |
$840 - $1.04K
|
1.07K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 1.84% |
$840 - $1.04K
|
213
$72.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-4- 0.08% |
$840 - $1.04K
|
5.14K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-4- 3.33% |
$840 - $1.04K
|
116
$39.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5- 4.39% |
$1.05K - $1.3K
|
109
$36.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5- 41.67% |
$1.05K - $1.3K
|
7
$2.37K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 9.02% |
$2.52K - $3.12K
|
121
$41K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 1.26% |
$3.36K - $4.16K
|
1.25K
$424K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.9% |
$3.78K - $4.68K
|
1.98K
$672K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-19- 0.27% |
$3.99K - $4.94K
|
6.97K
$2.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-21- 19.27% |
$4.41K - $5.46K
|
88
$29.8K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23Closed |
$4.83K - $5.98K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-24- 0.57% |
$5.04K - $6.24K
|
4.15K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-35- 39.33% |
$7.35K - $9.1K
|
54
$18.3K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-36- 3.13% |
$7.56K - $9.36K
|
1.11K
$377K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-36- 3.13% |
$7.56K - $9.36K
|
1.11K
$377K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-45- 3.79% |
$9.45K - $11.7K
|
1.14K
$387K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-48- 0.34% |
$10.1K - $12.5K
|
14K
$4.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-52- 0.27% |
$10.9K - $13.5K
|
19.5K
$6.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-55- 27.5% |
$11.5K - $14.3K
|
145
$49.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-57- 1.18% |
$12K - $14.8K
|
4.77K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-71- 6.36% |
$14.9K - $18.5K
|
1.05K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-73- 0.74% |
$15.3K - $19K
|
9.73K
$3.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-76- 5.33% |
$16K - $19.8K
|
1.35K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-95- 3.22% |
$19.9K - $24.7K
|
2.86K
$968K
|
|
|
Nov 14, 2022
Q3 2022
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-106- 0.06% |
$22.3K - $27.6K
|
184K
$62.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-117- 23.49% |
$24.6K - $30.4K
|
381
$129K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-134- 1.39% |
$28.1K - $34.8K
|
9.54K
$3.23M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-147- 53.07% |
$30.9K - $38.2K
|
130
$44.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 12.0% |
$31.5K - $39K
|
1.1K
$373K
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-153- 5.78% |
$32.1K - $39.8K
|
2.5K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-159- 1.16% |
$33.4K - $41.3K
|
13.6K
$4.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-199- 2.9% |
$41.8K - $51.7K
|
6.65K
$2.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-209- 21.22% |
$43.9K - $54.3K
|
776
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-224- 2.24% |
$47K - $58.2K
|
9.75K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-239- 5.79% |
$50.2K - $62.1K
|
3.89K
$1.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-241- 3.85% |
$50.6K - $62.7K
|
6.02K
$2.04M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-241- 2.81% |
$50.6K - $62.7K
|
8.34K
$2.83M
|
|
|
Oct 28, 2022
Q3 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-271- 43.02% |
$56.9K - $70.5K
|
359
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-288- 2.11% |
$60.5K - $74.9K
|
13.4K
$4.54M
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-312- 0.45% |
$65.5K - $81.1K
|
69.6K
$23.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-329- 5.6% |
$69.1K - $85.5K
|
5.55K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-337- 17.19% |
$70.8K - $87.6K
|
1.62K
$550K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-349- 8.33% |
$73.3K - $90.7K
|
3.84K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-349- 58.46% |
$73.3K - $90.7K
|
248
$84.1K
|