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 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
1.42K+ 28.61% |
$362K - $492K
|
6.38K
$2.16M
|
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.38KNew |
$352K - $478K
|
1.38K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.3K+ 1571.08% |
$333K - $452K
|
1.39K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.29KNew |
$329K - $447K
|
1.29K
$437K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.29K+ 114.29% |
$328K - $446K
|
2.42K
$818K
|
|
|
Feb 03, 2022
Q4 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.2KNew |
$306K - $416K
|
1.2K
$407K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.18K+ 12.71% |
$300K - $408K
|
10.4K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.15K+ 2.75% |
$294K - $399K
|
43.1K
$14.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.11K+ 9.89% |
$283K - $385K
|
12.3K
$4.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.07K+ 902.52% |
$274K - $372K
|
1.19K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.03KNew |
$261K - $355K
|
1.03K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.02K+ 89.66% |
$261K - $355K
|
2.16K
$733K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$258K - $351K
|
1.01K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.01K+ 11.25% |
$257K - $350K
|
9.98K
$3.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1K+ 3.27% |
$255K - $347K
|
31.6K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
939+ 2.66% |
$239K - $325K
|
36.2K
$12.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
899New |
$229K - $312K
|
899
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
899New |
$229K - $312K
|
899
$305K
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
878+ 21.68% |
$224K - $304K
|
4.93K
$1.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
871New |
$222K - $302K
|
871
$295K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
856+ 8.97% |
$218K - $297K
|
10.4K
$3.53M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
819+ 81.33% |
$209K - $284K
|
1.83K
$619K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
815New |
$208K - $282K
|
815
$276K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
785+ 20.83% |
$200K - $272K
|
4.55K
$1.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
768New |
$196K - $266K
|
768
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
750New |
$191K - $260K
|
750
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
734New |
$187K - $254K
|
734
$249K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
725New |
$185K - $251K
|
725
$246K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
715New |
$182K - $248K
|
715
$242K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
714+ 15.19% |
$182K - $247K
|
5.41K
$1.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
706New |
$180K - $245K
|
706
$239K
|
|
|
Jan 31, 2022
Q4 2021
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
700New |
$179K - $243K
|
700
$237K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
690New |
$176K - $239K
|
690
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
650New |
$166K - $225K
|
650
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
650New |
$166K - $225K
|
650
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
650New |
$166K - $225K
|
650
$220K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
645New |
$164K - $224K
|
645
$219K
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
641New |
$163K - $222K
|
641
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
627New |
$160K - $217K
|
627
$213K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
612New |
$156K - $212K
|
612
$207K
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
605+ 23.52% |
$154K - $210K
|
3.18K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
605New |
$154K - $210K
|
605
$205K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
592+ 23.68% |
$151K - $205K
|
3.09K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
542+ 4.26% |
$138K - $188K
|
13.3K
$4.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
513+ 5.87% |
$131K - $178K
|
9.25K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
500+ 5555.56% |
$128K - $173K
|
509
$173K
|
|
|
Feb 09, 2022
Q4 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
493+ 2.08% |
$126K - $171K
|
24.2K
$8.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
480New |
$122K - $166K
|
480
$163K
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
446+ 7.85% |
$114K - $155K
|
6.13K
$2.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
424+ 148.25% |
$108K - $147K
|
710
$241K
|