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
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-7.4K- 47.87% |
$1.44M - $1.89M
|
8.06K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.16K- 43.87% |
$1.58M - $2.08M
|
10.4K
$3.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.69K- 88.38% |
$1.69M - $2.22M
|
1.14K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.49K- 50.71% |
$1.84M - $2.42M
|
9.22K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-11.9K- 62.43% |
$2.31M - $3.04M
|
7.17K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-12K- 33.61% |
$2.32M - $3.06M
|
23.7K
$8.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 37.8% |
$2.89M - $3.8M
|
24.5K
$8.3M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-17K- 11.95% |
$3.3M - $4.34M
|
125K
$42.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28K- 9.56% |
$5.43M - $7.15M
|
265K
$89.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.1K- 82.85% |
$6.03M - $7.94M
|
6.43K
$2.18M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-32.8K- 60.89% |
$6.36M - $8.37M
|
21.1K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-36.1K- 92.84% |
$7.01M - $9.23M
|
2.79K
$945K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-36.9K- 75.39% |
$7.17M - $9.44M
|
12.1K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-73.3K- 26.75% |
$14.2M - $18.7M
|
201K
$68M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-80.1K- 24.12% |
$15.5M - $20.5M
|
252K
$85.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-238KClosed |
$46.3M - $60.9M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-430K- 55.58% |
$83.4M - $110M
|
344K
$116M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-480K- 63.58% |
$93.1M - $123M
|
275K
$93.2M
|