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 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
103+ 2.66% |
$30.5K - $33.6K
|
3.98K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.85% |
$29.6K - $32.6K
|
5.52K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.35% |
$29.6K - $32.6K
|
7.5K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.59% |
$29.6K - $32.6K
|
6.4K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
93New |
$27.5K - $30.3K
|
93
$33K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93+ 17.48% |
$27.5K - $30.3K
|
625
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
93New |
$27.5K - $30.3K
|
93
$33K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
90+ 8.05% |
$26.6K - $29.4K
|
1.21K
$429K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 93.62% |
$26K - $28.7K
|
182
$64.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
84+ 1.82% |
$24.9K - $27.4K
|
4.7K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74+ 6.92% |
$21.9K - $24.1K
|
1.14K
$405K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
70+ 1.6% |
$20.7K - $22.8K
|
4.45K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
67+ 10.77% |
$19.8K - $21.9K
|
689
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
63+ 2.59% |
$18.6K - $20.6K
|
2.5K
$886K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 101.67% |
$18K - $19.9K
|
121
$42.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
61+ 27.48% |
$18K - $19.9K
|
283
$100K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
57+ 7.35% |
$16.9K - $18.6K
|
832
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
56+ 15.69% |
$16.6K - $18.3K
|
413
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53New |
$15.7K - $17.3K
|
53
$18.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
49+ 2.22% |
$14.5K - $16K
|
2.25K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44New |
$13K - $14.4K
|
44
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
42+ 420.0% |
$12.4K - $13.7K
|
52
$18.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
41+ 3.37% |
$12.1K - $13.4K
|
1.26K
$447K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
40+ 0.15% |
$11.8K - $13.1K
|
26.3K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
40+ 0.34% |
$11.8K - $13.1K
|
11.7K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 2.91% |
$10.7K - $11.7K
|
1.28K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 1.46% |
$9.76K - $10.8K
|
2.29K
$813K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 91.67% |
$9.76K - $10.8K
|
69
$24.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29+ 2.4% |
$8.58K - $9.46K
|
1.24K
$438K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 51.92% |
$7.99K - $8.81K
|
79
$28K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
25New |
$7.4K - $8.16K
|
25
$8.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
22+ 2.91% |
$6.51K - $7.18K
|
779
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 31.75% |
$5.92K - $6.53K
|
83
$29.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 475.0% |
$5.62K - $6.2K
|
23
$8.16K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18+ 0.53% |
$5.33K - $5.87K
|
3.43K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18+ 41.86% |
$5.33K - $5.87K
|
61
$21.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 200.0% |
$4.73K - $5.22K
|
24
$8.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
12New |
$3.55K - $3.92K
|
12
$4.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11+ 2.67% |
$3.25K - $3.59K
|
423
$150K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 111.11% |
$2.96K - $3.26K
|
19
$6.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9New |
$2.66K - $2.94K
|
9
$3.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8New |
$2.37K - $2.61K
|
8
$2.84K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7New |
$2.07K - $2.28K
|
7
$2.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.95% |
$1.78K - $1.96K
|
636
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.77% |
$1.78K - $1.96K
|
781
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$1.78K - $1.96K
|
6
$2.13K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 5.71% |
$1.78K - $1.96K
|
111
$39.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 21.74% |
$1.48K - $1.63K
|
28
$9.93K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5New |
$1.48K - $1.63K
|
5
$1.77K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4New |
$1.18K - $1.31K
|
4
$1.42K
|