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 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
676New |
$200K - $221K
|
676
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
667+ 74.53% |
$197K - $218K
|
1.56K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
664New |
$196K - $217K
|
664
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
661+ 16.06% |
$196K - $216K
|
4.78K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
641+ 1.91% |
$190K - $209K
|
34.1K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
636New |
$188K - $208K
|
636
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
629New |
$186K - $205K
|
629
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
611+ 492.74% |
$181K - $199K
|
735
$239K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
603+ 1.87% |
$178K - $197K
|
32.8K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
580+ 3.28% |
$172K - $189K
|
18.3K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
567+ 22.24% |
$168K - $185K
|
3.12K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
564+ 1.69% |
$167K - $184K
|
33.9K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
535+ 21.42% |
$158K - $175K
|
3.03K
$986K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
531+ 30.75% |
$157K - $173K
|
2.26K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
485New |
$143K - $158K
|
485
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
452+ 0.07% |
$134K - $147K
|
685K
$223M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
452+ 11.22% |
$134K - $147K
|
4.48K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
423+ 1.71% |
$125K - $138K
|
25.1K
$8.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
407+ 14.15% |
$120K - $133K
|
3.28K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 7.18% |
$118K - $131K
|
5.97K
$1.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
345+ 5.72% |
$102K - $113K
|
6.38K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
337+ 3.79% |
$99.7K - $110K
|
9.24K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
331New |
$97.9K - $108K
|
331
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
317+ 33.16% |
$93.8K - $103K
|
1.27K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
315+ 2.12% |
$93.2K - $103K
|
15.2K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
314+ 10.27% |
$92.9K - $102K
|
3.37K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
286+ 8.11% |
$84.6K - $93.3K
|
3.81K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
281+ 7.03% |
$83.1K - $91.7K
|
4.28K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
279+ 9.29% |
$82.5K - $91K
|
3.28K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
278+ 13.14% |
$82.2K - $90.7K
|
2.39K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
269+ 61.0% |
$79.6K - $87.8K
|
710
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
267+ 16.12% |
$79K - $87.1K
|
1.92K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
256New |
$75.7K - $83.5K
|
256
$83.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
256+ 2.16% |
$75.7K - $83.5K
|
12.1K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
246+ 28.34% |
$72.8K - $80.3K
|
1.11K
$362K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
244+ 2.35% |
$72.2K - $79.6K
|
10.6K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
237+ 1.67% |
$70.1K - $77.3K
|
14.4K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
226+ 2.91% |
$66.9K - $73.7K
|
8K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
209+ 6.02% |
$61.8K - $68.2K
|
3.68K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
181New |
$53.5K - $59.1K
|
181
$58.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
179+ 1.19% |
$53K - $58.4K
|
15.2K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
172+ 12.57% |
$50.9K - $56.1K
|
1.54K
$501K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
170+ 2.94% |
$50.3K - $55.5K
|
5.95K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
169+ 2.9% |
$50K - $55.1K
|
5.99K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
156+ 75.36% |
$46.2K - $50.9K
|
363
$118K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
144+ 16.74% |
$42.6K - $47K
|
1K
$326K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
143+ 6.8% |
$42.3K - $46.7K
|
2.25K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
139+ 125.23% |
$41.1K - $45.4K
|
250
$81.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
130+ 71.04% |
$38.5K - $42.4K
|
313
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
121+ 1.06% |
$35.8K - $39.5K
|
11.5K
$3.74M
|