Purchases and Sales Made in Q3 2024 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q3 2024. 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 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
175K+ 54.63% |
$51.8M - $57.1M
|
495K
$168M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
102K+ 9.3% |
$30.2M - $33.4M
|
1.2M
$407M
|
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
85.1K+ 13.93% |
$25.2M - $27.8M
|
696K
$236M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
72.2K+ 160.48% |
$21.4M - $23.5M
|
117K
$39.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
61.6KNew |
$18.2M - $20.1M
|
61.6K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.3K+ 2.79% |
$16.7M - $18.4M
|
2.08M
$704M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.1K+ 26.41% |
$13.3M - $14.7M
|
216K
$73.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
39.8K+ 2479.27% |
$11.8M - $13M
|
41.4K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
33.6K+ 61.32% |
$9.94M - $11M
|
88.4K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.2K+ 37.43% |
$9.51M - $10.5M
|
118K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30K+ 1.97% |
$8.87M - $9.79M
|
1.56M
$528M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
28.7K+ 3.7% |
$8.49M - $9.36M
|
804K
$273M
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
25KNew |
$7.4M - $8.16M
|
25K
$8.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
19.8K+ 7.27% |
$5.85M - $6.46M
|
292K
$98.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.9K+ 126.38% |
$5.3M - $5.84M
|
32.1K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
16.9K+ 282.18% |
$5.01M - $5.52M
|
22.9K
$7.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13.8K+ 0.51% |
$4.09M - $4.52M
|
2.75M
$933M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
13K+ 92.18% |
$3.85M - $4.24M
|
27.1K
$9.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
13K+ 86.91% |
$3.85M - $4.24M
|
28K
$9.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
12.7K+ 1274200.0% |
$3.77M - $4.16M
|
12.7K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12K+ 910.53% |
$3.56M - $3.92M
|
13.3K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
11.5K+ 75.21% |
$3.39M - $3.74M
|
26.7K
$9.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.4K+ 2.14% |
$3.09M - $3.41M
|
497K
$169M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 287.78% |
$3M - $3.3M
|
13.6K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.94K+ 259.32% |
$2.94M - $3.24M
|
13.8K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.11K+ 1103.39% |
$2.7M - $2.97M
|
9.94K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.87KNew |
$2.62M - $2.89M
|
8.87K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
8.84KNew |
$2.61M - $2.88M
|
8.84K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.77KNew |
$2.3M - $2.54M
|
7.77K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.58K+ 120.3% |
$2.24M - $2.47M
|
13.9K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.04K+ 5.5% |
$2.08M - $2.3M
|
135K
$45.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.99K+ 28.04% |
$2.07M - $2.28M
|
31.9K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6K+ 3.73% |
$1.95M - $2.15M
|
183K
$62.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.6K+ 59.06% |
$1.95M - $2.15M
|
17.8K
$6.02M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
6.21KNew |
$1.84M - $2.03M
|
6.21K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.21K+ 7.52% |
$1.84M - $2.02M
|
88.7K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.11K+ 79.03% |
$1.81M - $1.99M
|
13.8K
$4.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
6.01K+ 16.88% |
$1.78M - $1.96M
|
41.6K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 25.73% |
$1.54M - $1.7M
|
25.5K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.16K+ 0.55% |
$1.53M - $1.68M
|
951K
$322M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.12K+ 96.97% |
$1.52M - $1.67M
|
10.4K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.09KNew |
$1.5M - $1.66M
|
5.09K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.05K+ 2.7% |
$1.49M - $1.65M
|
192K
$65M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.04KNew |
$1.49M - $1.64M
|
5.04K
$1.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
4.85KNew |
$1.43M - $1.58M
|
4.85K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 374.24% |
$1.42M - $1.57M
|
6.09K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
4.1KNew |
$1.21M - $1.34M
|
4.1K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4K+ 5.48% |
$1.18M - $1.3M
|
77K
$26.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.92K+ 56.47% |
$1.16M - $1.28M
|
10.9K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.48KNew |
$1.03M - $1.14M
|
3.48K
$1.18M
|