Purchases and Sales Made in Q4 2021 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
688K+ 16.53% |
$175M - $238M
|
4.85M
$1.64B
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
376KNew |
$95.9M - $130M
|
376K
$128M
|
|
|
Mar 09, 2022
Q4 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
226KNew |
$57.6M - $78.3M
|
226K
$76.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
115KNew |
$29.3M - $39.8M
|
115K
$39M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.9K+ 20.46% |
$25M - $33.9M
|
576K
$195M
|
|
|
Feb 14, 2022
Q4 2021
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
69.6KNew |
$17.8M - $24.1M
|
69.6K
$23.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.6KNew |
$12.4M - $16.9M
|
48.6K
$16.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
29.3K+ 595.43% |
$7.48M - $10.2M
|
34.3K
$11.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.5K+ 1245.57% |
$5.99M - $8.14M
|
25.4K
$8.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
22.2K+ 32.6% |
$5.67M - $7.7M
|
90.4K
$30.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
19.6KNew |
$4.99M - $6.78M
|
19.6K
$6.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3K+ 862.07% |
$4.65M - $6.33M
|
20.4K
$6.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
15.5K+ 13950.45% |
$3.95M - $5.37M
|
15.6K
$5.29M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.7KNew |
$3.75M - $5.1M
|
14.7K
$4.98M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
13.8K+ 3.89% |
$3.51M - $4.77M
|
368K
$125M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
13.2KNew |
$3.36M - $4.57M
|
13.2K
$4.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.5K+ 1.2% |
$3.18M - $4.33M
|
1.05M
$357M
|
|
|
Feb 14, 2022
Q4 2021
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
11.7K+ 27.18% |
$2.99M - $4.07M
|
54.9K
$18.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.2K+ 3.63% |
$2.85M - $3.87M
|
319K
$108M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.3KNew |
$2.62M - $3.56M
|
10.3K
$3.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.64K+ 154.31% |
$2.46M - $3.34M
|
15.9K
$5.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
9.3K+ 128.73% |
$2.37M - $3.22M
|
16.5K
$5.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9KNew |
$2.3M - $3.12M
|
9K
$3.05M
|
|
|
Feb 11, 2022
Q4 2021
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.62KNew |
$2.2M - $2.99M
|
8.62K
$2.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.43KNew |
$2.15M - $2.92M
|
8.43K
$2.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
8.36KNew |
$2.13M - $2.9M
|
8.36K
$2.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
7.5K+ 90.17% |
$1.91M - $2.6M
|
15.8K
$5.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.39K+ 26.66% |
$1.89M - $2.56M
|
35.1K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.68K+ 7.94% |
$1.7M - $2.32M
|
90.8K
$30.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6KNew |
$1.53M - $2.08M
|
6K
$2.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.82KNew |
$1.48M - $2.02M
|
5.82K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.35K+ 0.24% |
$1.36M - $1.85M
|
2.27M
$770M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 158.45% |
$1.23M - $1.67M
|
7.84K
$2.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
4.7KNew |
$1.2M - $1.63M
|
4.7K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.61KNew |
$1.18M - $1.6M
|
4.61K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.1KNew |
$1.05M - $1.42M
|
4.1K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.63KNew |
$926K - $1.26M
|
3.63K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.63K+ 47.64% |
$925K - $1.26M
|
11.2K
$3.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.23K+ 72.82% |
$822K - $1.12M
|
7.65K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$705K - $958K
|
2.77K
$937K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.75K+ 4.42% |
$702K - $954K
|
64.9K
$22M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.62K+ 1.96% |
$667K - $907K
|
136K
$46.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.36K+ 13.63% |
$601K - $817K
|
19.6K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.05K+ 2.74% |
$521K - $709K
|
76.8K
$26M
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
1.94K+ 31.92% |
$494K - $672K
|
8.01K
$2.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
1.7KNew |
$434K - $589K
|
1.7K
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.56K+ 8.54% |
$398K - $541K
|
19.8K
$6.72M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.5KNew |
$383K - $520K
|
1.5K
$508K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.47KNew |
$374K - $509K
|
1.47K
$498K
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.45KNew |
$371K - $504K
|
1.45K
$493K
|