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
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-158- 0.23% |
$30.7K - $40.4K
|
67.1K
$21.2M
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-172- 3.94% |
$33.4K - $43.9K
|
4.19K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-245- 13.94% |
$47.5K - $62.6K
|
1.51K
$478K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-273- 1.92% |
$53K - $69.7K
|
13.9K
$4.4M
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-379- 3.17% |
$73.5K - $96.8K
|
11.6K
$3.65M
|
|
Nov 09, 2023
Q3 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-394- 1.09% |
$76.4K - $101K
|
35.8K
$11.3M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-394- 2.08% |
$76.4K - $101K
|
18.5K
$5.85M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-441- 2.76% |
$85.6K - $113K
|
15.5K
$4.9M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-458- 1.85% |
$88.9K - $117K
|
24.2K
$7.66M
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-538- 2.33% |
$104K - $137K
|
22.5K
$7.11M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-628- 1.28% |
$122K - $160K
|
48.4K
$15.3M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-642- 10.85% |
$125K - $164K
|
5.28K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-654- 7.64% |
$127K - $167K
|
7.91K
$2.5M
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-654- 34.81% |
$127K - $167K
|
1.23K
$387K
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-759- 50.17% |
$147K - $194K
|
754
$238K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-759- 40.68% |
$147K - $194K
|
1.11K
$350K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-780- 19.09% |
$151K - $199K
|
3.31K
$1.04M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.07K- 38.48% |
$208K - $274K
|
1.72K
$542K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.1K- 5.52% |
$213K - $281K
|
18.8K
$5.94M
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.15K- 9.81% |
$224K - $295K
|
10.6K
$3.35M
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.15K- 9.81% |
$224K - $295K
|
10.6K
$3.35M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.21K- 19.39% |
$234K - $308K
|
5.02K
$1.58M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.35K- 59.75% |
$262K - $345K
|
910
$287K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 33.25% |
$273K - $360K
|
2.83K
$893K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.42K- 9.49% |
$276K - $364K
|
13.6K
$4.29M
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.6K- 16.76% |
$309K - $407K
|
7.92K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 22.86% |
$310K - $409K
|
5.4K
$1.71M
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.71K- 2.69% |
$331K - $436K
|
61.7K
$19.5M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.72K- 5.34% |
$334K - $439K
|
30.5K
$9.64M
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.94K- 0.15% |
$376K - $495K
|
1.25M
$396M
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.95K- 40.79% |
$379K - $499K
|
2.84K
$896K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.02K- 2.65% |
$392K - $516K
|
74.3K
$23.5M
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-2.16K- 37.91% |
$418K - $550K
|
3.53K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-2.44K- 14.51% |
$473K - $622K
|
14.4K
$4.53M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.65K- 19.71% |
$514K - $677K
|
10.8K
$3.41M
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.79K- 8.98% |
$542K - $713K
|
28.3K
$8.94M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.84K- 74.08% |
$552K - $726K
|
995
$314K
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.88K- 6.97% |
$558K - $735K
|
38.4K
$12.1M
|
|
Nov 07, 2023
Q3 2023
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-2.93K- 5.09% |
$568K - $748K
|
54.6K
$17.3M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.07K- 2.77% |
$596K - $785K
|
108K
$34M
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.19K- 5.89% |
$618K - $814K
|
50.9K
$16.1M
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.63K- 8.79% |
$704K - $927K
|
37.7K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.48K- 3.12% |
$868K - $1.14M
|
139K
$43.9M
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.71K- 14.43% |
$914K - $1.2M
|
27.9K
$8.82M
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-4.73K- 13.67% |
$917K - $1.21M
|
29.9K
$9.43M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-5K- 16.16% |
$970K - $1.28M
|
25.9K
$8.19M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5.7K- 47.5% |
$1.11M - $1.46M
|
6.3K
$1.99M
|
|
Nov 14, 2023
Q3 2023
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-6K- 3.57% |
$1.16M - $1.53M
|
162K
$51.1M
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6.22K- 79.76% |
$1.21M - $1.59M
|
1.58K
$499K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.34K- 70.55% |
$1.23M - $1.62M
|
2.65K
$836K
|