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 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.15% |
$7.76K - $10.2K
|
26.4K
$8.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34+ 6.98% |
$6.6K - $8.68K
|
521
$177K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24New |
$4.66K - $6.13K
|
24
$8.13K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 5.38% |
$3.88K - $5.11K
|
392
$133K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$3.3K - $4.34K
|
17
$5.76K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15New |
$2.91K - $3.83K
|
15
$5.08K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13+ 0.52% |
$2.52K - $3.32K
|
2.49K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12+ 0.76% |
$2.33K - $3.07K
|
1.58K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
12New |
$2.33K - $3.07K
|
12
$4.07K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$2.13K - $2.81K
|
11
$3.73K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$1.94K - $2.55K
|
10
$3.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$1.94K - $2.55K
|
10
$3.39K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8New |
$1.55K - $2.04K
|
8
$2.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5+ 0.34% |
$970 - $1.28K
|
1.5K
$507K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
5+ 0.06% |
$970 - $1.28K
|
8.53K
$2.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5New |
$970 - $1.28K
|
5
$1.69K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$970 - $1.28K
|
5
$1.69K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4New |
$776 - $1.02K
|
4
$1.36K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$582 - $766
|
1.23K
$418K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
3New |
$582 - $766
|
3
$1.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.02% |
$388 - $511
|
11.9K
$4.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$388 - $511
|
6
$2.03K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$194 - $255
|
1
$339
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 16.67% |
$194 - $255
|
5
$1.69K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$194 - $255
|
62
$21K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.58% |
$194 - $255
|
172
$58.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 2.63% |
$388 - $511
|
74
$25.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 75.0% |
$582 - $766
|
1
$339
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 10.0% |
$1.16K - $1.53K
|
54
$18.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.13% |
$1.55K - $2.04K
|
5.99K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8- 0.34% |
$1.55K - $2.04K
|
2.31K
$783K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 14.29% |
$1.55K - $2.04K
|
48
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.94% |
$1.94K - $2.55K
|
1.06K
$358K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.94% |
$1.94K - $2.55K
|
1.06K
$358K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 11.24% |
$1.94K - $2.55K
|
79
$26.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-20- 1.55% |
$3.88K - $5.11K
|
1.27K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25- 1.24% |
$4.85K - $6.39K
|
2K
$677K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 4.69% |
$5.43K - $7.15K
|
569
$193K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-35- 2.78% |
$6.79K - $8.94K
|
1.23K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-41- 1.23% |
$7.95K - $10.5K
|
3.29K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-62- 0.56% |
$12K - $15.8K
|
11K
$3.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-62- 45.93% |
$12K - $15.8K
|
73
$24.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-74- 1.12% |
$14.4K - $18.9K
|
6.53K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-76- 0.27% |
$14.7K - $19.4K
|
28.3K
$9.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-77- 5.52% |
$14.9K - $19.7K
|
1.32K
$446K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-96- 12.72% |
$18.6K - $24.5K
|
659
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-117- 3.12% |
$22.7K - $29.9K
|
3.64K
$1.23M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-124Closed |
$24.1K - $31.7K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-141- 3.64% |
$27.4K - $36K
|
3.73K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-148- 0.81% |
$28.7K - $37.8K
|
18.1K
$6.13M
|