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
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
417New |
$106K - $145K
|
417
$141K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
415+ 26.1% |
$106K - $144K
|
2.01K
$680K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
399+ 2850.0% |
$102K - $138K
|
413
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
397+ 1.59% |
$101K - $138K
|
25.4K
$8.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
370+ 32.12% |
$94.4K - $128K
|
1.52K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
327+ 1.49% |
$83.4K - $113K
|
22.2K
$7.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
273+ 11.28% |
$69.6K - $94.6K
|
2.69K
$913K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
269+ 3.34% |
$68.6K - $93.2K
|
8.32K
$2.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 19.17% |
$63.8K - $86.7K
|
1.55K
$527K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
240+ 311.69% |
$61.2K - $83.2K
|
317
$107K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
228New |
$58.1K - $79K
|
228
$77.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
227+ 10.89% |
$57.9K - $78.7K
|
2.31K
$784K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
223+ 7.14% |
$56.9K - $77.3K
|
3.35K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
216+ 2.83% |
$55.1K - $74.9K
|
7.86K
$2.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
216+ 161.19% |
$55.1K - $74.9K
|
350
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200New |
$51K - $69.3K
|
200
$67.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
198+ 6.51% |
$50.5K - $68.6K
|
3.24K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
176+ 17.39% |
$44.9K - $61K
|
1.19K
$403K
|
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
160+ 3.61% |
$40.8K - $55.5K
|
4.6K
$1.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156+ 16.85% |
$39.8K - $54.1K
|
1.08K
$367K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
155+ 25.96% |
$39.5K - $53.7K
|
752
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
150New |
$38.3K - $52K
|
150
$50.8K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
141New |
$36K - $48.9K
|
141
$47.8K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
129+ 3.12% |
$32.9K - $44.7K
|
4.26K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
109+ 1.69% |
$27.8K - $37.8K
|
6.54K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
101+ 0.36% |
$25.8K - $35K
|
28K
$9.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
100New |
$25.5K - $34.7K
|
100
$33.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
90+ 3.09% |
$23K - $31.2K
|
3.01K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
88New |
$22.4K - $30.5K
|
88
$29.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
76+ 18.36% |
$19.4K - $26.3K
|
490
$166K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70New |
$17.9K - $24.3K
|
70
$23.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
68+ 4.84% |
$17.3K - $23.6K
|
1.47K
$500K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
67+ 4.31% |
$17.1K - $23.2K
|
1.62K
$549K
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
66+ 1.07% |
$16.8K - $22.9K
|
6.24K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
50+ 0.59% |
$12.8K - $17.3K
|
8.48K
$2.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 1.12% |
$12.2K - $16.6K
|
4.35K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
43+ 4.75% |
$11K - $14.9K
|
948
$321K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
41+ 8.09% |
$10.5K - $14.2K
|
548
$186K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40+ 4.58% |
$10.2K - $13.9K
|
914
$310K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
40+ 4.62% |
$10.2K - $13.9K
|
906
$307K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
33+ 2.32% |
$8.42K - $11.4K
|
1.45K
$493K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
33+ 2.32% |
$8.42K - $11.4K
|
1.45K
$493K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
26+ 1.09% |
$6.63K - $9.01K
|
2.42K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23+ 15.13% |
$5.87K - $7.97K
|
175
$59.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
19+ 0.31% |
$4.85K - $6.59K
|
6.24K
$2.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 20.88% |
$4.85K - $6.59K
|
110
$37.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13+ 5.14% |
$3.32K - $4.51K
|
266
$90.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 13.33% |
$3.06K - $4.16K
|
102
$34.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10+ 0.57% |
$2.55K - $3.47K
|
1.76K
$596K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.64% |
$2.55K - $3.47K
|
1.57K
$532K
|