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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.95K+ 111.95% |
$873K - $963K
|
5.59K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.9K+ 10.01% |
$859K - $947K
|
31.9K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.8K+ 265.25% |
$829K - $914K
|
3.86K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.75K+ 19.92% |
$814K - $898K
|
16.6K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.68K+ 5.54% |
$793K - $875K
|
51.1K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
2.49KNew |
$738K - $814K
|
2.49K
$885K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.38K+ 38.37% |
$705K - $778K
|
8.59K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.37KNew |
$701K - $773K
|
2.37K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.37KNew |
$700K - $772K
|
2.37K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.34K+ 7.88% |
$692K - $764K
|
32.1K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.26K+ 36.63% |
$668K - $737K
|
8.43K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.23K+ 51.23% |
$661K - $729K
|
6.59K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.18K+ 10.63% |
$645K - $711K
|
22.7K
$8.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.06K+ 1.97% |
$611K - $674K
|
107K
$38M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.79K+ 12.73% |
$529K - $584K
|
15.8K
$5.62M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.77KNew |
$524K - $578K
|
1.77K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.75K+ 46.13% |
$517K - $570K
|
5.53K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.51K+ 29.6% |
$448K - $494K
|
6.63K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 1.96% |
$439K - $484K
|
77.2K
$27.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.48K+ 215.62% |
$437K - $482K
|
2.16K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.45KNew |
$429K - $473K
|
1.45K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.42KNew |
$419K - $462K
|
1.42K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.33K+ 6.67% |
$395K - $435K
|
21.3K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.33KNew |
$393K - $433K
|
1.33K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 20.72% |
$391K - $431K
|
7.7K
$2.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29KNew |
$381K - $420K
|
1.29K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.25KNew |
$369K - $407K
|
1.25K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.25KNew |
$369K - $407K
|
1.25K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.21K+ 70.19% |
$357K - $394K
|
2.93K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.19K+ 13.49% |
$351K - $387K
|
9.97K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.18K+ 73.81% |
$349K - $385K
|
2.78K
$987K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.1K+ 9.28% |
$325K - $358K
|
12.9K
$4.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.09K+ 3.05% |
$322K - $355K
|
36.7K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.06KNew |
$313K - $345K
|
1.06K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.06K+ 202.68% |
$313K - $345K
|
1.58K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.04KNew |
$308K - $340K
|
1.04K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.02K+ 80.17% |
$303K - $334K
|
2.3K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
944New |
$279K - $308K
|
944
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
925New |
$274K - $302K
|
925
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
915+ 16.94% |
$271K - $299K
|
6.32K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
914New |
$270K - $298K
|
914
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
900New |
$266K - $294K
|
900
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
817+ 54.47% |
$242K - $267K
|
2.32K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
810New |
$240K - $264K
|
810
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
770+ 102.12% |
$228K - $251K
|
1.52K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
765New |
$226K - $250K
|
765
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
761+ 0.4% |
$225K - $248K
|
193K
$68.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
718New |
$212K - $234K
|
718
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
684+ 41.56% |
$202K - $223K
|
2.33K
$827K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
676New |
$200K - $221K
|
676
$240K
|