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 14, 2022
Q3 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-6.52K- 11.72% |
$1.37M - $1.7M
|
49.1K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.57K- 2.55% |
$1.59M - $1.97M
|
289K
$98M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.66K- 54.9% |
$1.61M - $1.99M
|
6.3K
$2.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-8.07K- 65.18% |
$1.69M - $2.1M
|
4.31K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.6K- 1.0% |
$2.23M - $2.76M
|
1.05M
$357M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.2K- 5.17% |
$2.34M - $2.9M
|
205K
$69.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-12.8K- 27.61% |
$2.68M - $3.32M
|
33.5K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14.4K- 12.89% |
$3.03M - $3.75M
|
97.4K
$33M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.1K- 71.08% |
$3.39M - $4.2M
|
6.57K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.3K- 6.42% |
$5.31M - $6.58M
|
369K
$125M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 14.81% |
$5.67M - $7.02M
|
155K
$52.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-27.8K- 88.31% |
$5.83M - $7.22M
|
3.68K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Royce & Associates LP
|
SELL
|
- |
-48.2K- 20.16% |
$10.1M - $12.5M
|
191K
$64.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-50.6K- 7.25% |
$10.6M - $13.2M
|
647K
$219M
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-72.4K- 17.11% |
$15.2M - $18.8M
|
351K
$119M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-92.8K- 2.26% |
$19.5M - $24.1M
|
4.01M
$1.36B
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.02MClosed |
$214M - $265M
|
0
$0
|