Purchases and Sales Made in Q3 2023 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q3 2023. 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 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.23M+ 106.82% |
$238M - $313M
|
2.38M
$805M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
561K+ 423.21% |
$109M - $143M
|
694K
$235M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
380K+ 60.63% |
$73.8M - $97.2M
|
1.01M
$342M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
349KNew |
$67.7M - $89.2M
|
349K
$118M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
314K+ 78.81% |
$61M - $80.3M
|
714K
$242M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
218KNew |
$42.2M - $55.6M
|
218K
$73.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
217KNew |
$42.1M - $55.4M
|
217K
$73.5M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
112K+ 68.3% |
$21.6M - $28.5M
|
275K
$93.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
98.2K+ 7.99% |
$19M - $25.1M
|
1.33M
$450M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
89.1K+ 76.13% |
$17.3M - $22.8M
|
206K
$69.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
75.3K+ 3.04% |
$14.6M - $19.2M
|
2.55M
$865M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
71KNew |
$13.8M - $18.1M
|
71K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70.4K+ 58.04% |
$13.7M - $18M
|
192K
$65M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.6K+ 31.99% |
$11.9M - $15.7M
|
254K
$86.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
55.9K+ 132.33% |
$10.8M - $14.3M
|
98.1K
$33.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
45.1K+ 133.01% |
$8.76M - $11.5M
|
79.1K
$26.8M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
36.4K+ 7616.53% |
$7.06M - $9.3M
|
36.9K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
36.1K+ 1295.91% |
$7.01M - $9.23M
|
38.9K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
35.8K+ 48.79% |
$6.94M - $9.13M
|
109K
$37M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
32.5KNew |
$6.3M - $8.3M
|
32.5K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
30K+ 7.65% |
$5.82M - $7.67M
|
423K
$143M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.6KNew |
$5.75M - $7.57M
|
29.6K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
25.4K+ 321.14% |
$4.94M - $6.5M
|
33.4K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
25K+ 156.25% |
$4.85M - $6.39M
|
41K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
25K+ 12.73% |
$4.85M - $6.38M
|
221K
$75M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
22.1KNew |
$4.29M - $5.64M
|
22.1K
$7.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
21.5K+ 1726.12% |
$4.18M - $5.5M
|
22.8K
$7.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
21.3K+ 74.3% |
$4.13M - $5.44M
|
50K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
20.4K+ 4.02% |
$3.96M - $5.22M
|
529K
$179M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.1K+ 0.99% |
$3.71M - $4.88M
|
1.96M
$663M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 105.49% |
$3.44M - $4.53M
|
34.6K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
16.9KNew |
$3.28M - $4.32M
|
16.9K
$5.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 20.14% |
$3.23M - $4.25M
|
99.2K
$33.6M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14.6K+ 1030.64% |
$2.83M - $3.72M
|
16K
$5.41M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14.4K+ 911.78% |
$2.79M - $3.68M
|
16K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14.4K+ 911.78% |
$2.79M - $3.68M
|
16K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
14K+ 646.97% |
$2.71M - $3.57M
|
16.1K
$5.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
12.8K+ 46.16% |
$2.48M - $3.26M
|
40.5K
$13.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
12.5K+ 225.71% |
$2.43M - $3.2M
|
18.1K
$6.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.2KNew |
$2.37M - $3.12M
|
12.2K
$4.14M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12KNew |
$2.32M - $3.06M
|
12K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11.2KNew |
$2.17M - $2.86M
|
11.2K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11K+ 71.26% |
$2.13M - $2.8M
|
26.4K
$8.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
9.04K+ 158.84% |
$1.75M - $2.31M
|
14.7K
$4.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.47K+ 5.05% |
$1.64M - $2.16M
|
176K
$59.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
8.44K+ 150.11% |
$1.64M - $2.16M
|
14.1K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8KNew |
$1.55M - $2.04M
|
8K
$2.71M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.9KNew |
$1.53M - $2.02M
|
7.9K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.52K+ 59.24% |
$1.46M - $1.92M
|
20.2K
$6.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
7.4KNew |
$1.44M - $1.89M
|
7.4K
$2.51M
|