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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7.3KNew |
$1.42M - $1.86M
|
7.3K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.52KNew |
$1.26M - $1.66M
|
6.52K
$2.21M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
6.2KNew |
$1.2M - $1.58M
|
6.2K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.14KNew |
$1.19M - $1.57M
|
6.14K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.84KNew |
$1.13M - $1.49M
|
5.84K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.77KNew |
$1.12M - $1.47M
|
5.77K
$1.96M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
5.6KNew |
$1.09M - $1.43M
|
5.6K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.27KNew |
$1.02M - $1.35M
|
5.27K
$1.79M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5.2KNew |
$1.01M - $1.33M
|
5.2K
$1.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.3K+ 36.01% |
$834K - $1.1M
|
16.2K
$5.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.68KNew |
$715K - $941K
|
3.68K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.68KNew |
$715K - $941K
|
3.68K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.54KNew |
$687K - $905K
|
3.54K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.31K+ 45.96% |
$643K - $846K
|
10.5K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.12K+ 231.87% |
$605K - $797K
|
4.47K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.09K+ 25.56% |
$598K - $788K
|
15.2K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.75KNew |
$534K - $703K
|
2.75K
$933K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.64KNew |
$511K - $673K
|
2.64K
$893K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.56KNew |
$497K - $654K
|
2.56K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$458K - $603K
|
2.36K
$800K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
2.24K+ 63.81% |
$435K - $573K
|
5.76K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.22KNew |
$430K - $566K
|
2.22K
$751K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
2.2KNew |
$428K - $563K
|
2.2K
$747K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.13KNew |
$413K - $544K
|
2.13K
$721K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.09KNew |
$405K - $534K
|
2.09K
$708K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.01K+ 75.97% |
$391K - $514K
|
4.67K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
1.91KNew |
$370K - $487K
|
1.91K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 45.94% |
$352K - $463K
|
5.76K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.8KNew |
$349K - $460K
|
1.8K
$610K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.74KNew |
$337K - $443K
|
1.74K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.64K+ 1.3% |
$318K - $418K
|
128K
$43.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6KNew |
$311K - $409K
|
1.6K
$543K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.47K+ 1.42% |
$286K - $376K
|
105K
$35.7M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.43K+ 10.67% |
$277K - $364K
|
14.8K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.41KNew |
$273K - $359K
|
1.41K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$262K - $345K
|
1.35K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.25K+ 34.05% |
$243K - $320K
|
4.93K
$1.67M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.2KNew |
$233K - $307K
|
1.2K
$408K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.19KNew |
$231K - $305K
|
1.19K
$404K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 19.77% |
$229K - $302K
|
7.16K
$2.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
1.16K+ 17.97% |
$225K - $296K
|
7.62K
$2.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.12K+ 0.38% |
$217K - $286K
|
296K
$100M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.1KNew |
$214K - $281K
|
1.1K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.07KNew |
$207K - $272K
|
1.07K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03KNew |
$200K - $263K
|
1.03K
$349K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1KNew |
$194K - $255K
|
1K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
998New |
$194K - $255K
|
998
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
977New |
$190K - $250K
|
977
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
953+ 2.21% |
$185K - $243K
|
44.2K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
953+ 54.9% |
$185K - $243K
|
2.69K
$911K
|