Purchases and Sales Made in Q3 2023 in Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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
Apr 01, 2024 Q3 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
BUY
 -
929
+ 6.0%
$180K - $237K
16.4K $5.18M
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
905
+ 1.97%
$176K - $231K
46.8K $14.8M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
890
New
$173K - $227K
890 $281K
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
880
+ 36.15%
$171K - $225K
3.31K $1.05M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
856
New
$166K - $219K
856 $270K
Feb 22, 2024 Q3 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
802
+ 106.79%
$156K - $205K
1.55K $491K
Nov 06, 2023 Q3 2023
Mawer Investment Management Ltd.

Calgary, A0
BUY
 -
754
+ 10.38%
$146K - $193K
8.02K $2.53M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
680
New
$132K - $174K
680 $215K
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
662
+ 9.58%
$128K - $169K
7.57K $2.39M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
652
+ 6.05%
$126K - $167K
11.4K $3.61M
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
650
+ 35.14%
$126K - $166K
2.5K $790K
Nov 14, 2023 Q3 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
613
+ 8.28%
$119K - $157K
8.02K $2.53M
Nov 08, 2023 Q3 2023
Swiss National Bank

Zurich, V8
BUY
 -
600
+ 1.08%
$116K - $153K
56.2K $17.8M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
567
+ 5.16%
$110K - $145K
11.6K $3.65M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
528
+ 16.64%
$102K - $135K
3.7K $1.17M
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
517
+ 9.71%
$100K - $132K
5.84K $1.85M
Oct 31, 2023 Q3 2023
Precision Wealth Strategies, LLC

BUY
 -
462
+ 42.94%
$89.6K - $118K
1.54K $486K
Oct 31, 2023 Q3 2023
Teacher Retirement System Of Texas

Austin, TX
BUY
 -
402
+ 10.92%
$78K - $103K
4.08K $1.29M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
338
+ 4.06%
$65.6K - $86.3K
8.66K $2.74M
Nov 09, 2023 Q3 2023
Kensington Investment Counsel, LLC

BUY
 -
327
+ 4.13%
$63.4K - $83.5K
8.24K $2.6M
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
323
+ 8.26%
$62.7K - $82.5K
4.24K $1.34M
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
314
+ 2.56%
$60.9K - $80.2K
12.6K $3.98M
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
270
+ 40.48%
$52.4K - $69K
937 $296K
Nov 14, 2023 Q3 2023
Dundas Partners LLP

Edinburgh, X0
BUY
 -
251
+ 72.33%
$48.7K - $64.1K
598 $189K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
222
New
$43.1K - $56.7K
222 $70.1K
Oct 18, 2023 Q3 2023
Exchange Traded Concepts, LLC

BUY
 -
205
New
$39.8K - $52.4K
205 $64.8K
Oct 16, 2023 Q3 2023
Martin Capital Advisors, LLP

BUY
 -
200
+ 4.9%
$38.8K - $51.1K
4.28K $1.35M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
185
+ 14.09%
$35.9K - $47.3K
1.5K $473K
Nov 06, 2023 Q3 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
178
New
$34.5K - $45.5K
178 $56.2K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
166
+ 7.95%
$32.2K - $42.4K
2.25K $712K
Oct 16, 2023 Q3 2023
Cardinal Capital Management

BUY
 -
158
+ 1.48%
$30.7K - $40.4K
10.8K $3.42M
Jul 12, 2024 Q3 2023
Cardinal Capital Management

BUY
 -
158
+ 1.48%
$30.7K - $40.4K
10.8K $3.42M
Nov 14, 2023 Q3 2023
Legacy Advisors, LLC

BUY
 -
158
+ 5.22%
$30.7K - $40.4K
3.19K $1.01M
Nov 14, 2023 Q3 2023
Quarry LP

New York, NY
BUY
 -
128
New
$24.8K - $32.7K
128 $40.4K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
128
+ 0.69%
$24.8K - $32.7K
18.7K $5.9M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
122
+ 39.1%
$23.7K - $31.2K
434 $137K
Oct 25, 2023 Q3 2023
Invesco, LLC

Des Plaines, IL
BUY
 -
100
+ 9.12%
$19.4K - $25.5K
1.2K $378K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 2.31%
$19.4K - $25.5K
4.43K $1.4M
Nov 06, 2023 Q3 2023
Arizona State Retirement System

BUY
 -
98
+ 1.37%
$19K - $25K
7.27K $2.3M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
98
+ 11.3%
$19K - $25K
965 $305K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
96
New
$18.6K - $24.5K
96 $30.3K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
95
+ 8.77%
$18.4K - $24.3K
1.18K $372K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
85
+ 42.71%
$16.5K - $21.7K
284 $89.7K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
69
+ 2.92%
$13.4K - $17.6K
2.43K $768K
Nov 06, 2023 Q3 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
69
+ 2.12%
$13.4K - $17.6K
3.32K $1.05M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
69
+ 55.2%
$13.4K - $17.6K
194 $61.3K
Nov 13, 2023 Q3 2023
Treasurer Of The State Of North Carolina

BUY
 -
60
+ 0.53%
$11.6K - $15.3K
11.3K $3.57M
Nov 13, 2023 Q3 2023
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
58
+ 0.24%
$11.3K - $14.8K
24.2K $7.66M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
43
New
$8.34K - $11K
43 $13.6K

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