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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
9New |
$2.3K - $3.12K
|
9
$2.84K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9New |
$2.3K - $3.12K
|
9
$2.84K
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
9+ 0.44% |
$2.3K - $3.12K
|
2.04K
$644K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8+ 0.44% |
$2.04K - $2.77K
|
1.81K
$571K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6+ 0.32% |
$1.53K - $2.08K
|
1.88K
$594K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 5.21% |
$1.28K - $1.73K
|
101
$31.9K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 15.0% |
$765 - $1.04K
|
23
$7.27K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.36% |
$765 - $1.04K
|
837
$264K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 28.57% |
$510 - $693
|
9
$2.84K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.06% |
$255 - $347
|
1.73K
$547K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.22% |
$255 - $347
|
455
$144K
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.07% |
$255 - $347
|
1.36K
$429K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.48% |
$255 - $347
|
206
$65.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-3Closed |
$765 - $1.04K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.36% |
$1.02K - $1.39K
|
1.1K
$347K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-4- 9.09% |
$1.02K - $1.39K
|
40
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-7- 0.39% |
$1.79K - $2.43K
|
1.79K
$566K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7Closed |
$1.79K - $2.43K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-14- 3.18% |
$3.57K - $4.85K
|
426
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-14- 0.57% |
$3.57K - $4.85K
|
2.42K
$765K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-15- 4.64% |
$3.83K - $5.2K
|
308
$97.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 8.3% |
$5.1K - $6.93K
|
221
$69.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.15% |
$5.1K - $6.93K
|
13.4K
$4.23M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28Closed |
$7.14K - $9.71K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-33- 32.67% |
$8.42K - $11.4K
|
68
$21.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33- 4.1% |
$8.42K - $11.4K
|
772
$244K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-38- 3.65% |
$9.69K - $13.2K
|
1K
$317K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-40- 67.8% |
$10.2K - $13.9K
|
19
$6K
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-44Closed |
$11.2K - $15.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-44- 1.06% |
$11.2K - $15.3K
|
4.11K
$1.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-59- 0.92% |
$15K - $20.4K
|
6.38K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-60- 7.59% |
$15.3K - $20.8K
|
730
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-63- 6.33% |
$16.1K - $21.8K
|
932
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-64- 2.39% |
$16.3K - $22.2K
|
2.62K
$827K
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-70- 10.49% |
$17.9K - $24.3K
|
597
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-78Closed |
$19.9K - $27K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-83- 3.59% |
$21.2K - $28.8K
|
2.23K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85- 3.27% |
$21.7K - $29.5K
|
2.51K
$793K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-88- 3.0% |
$22.4K - $30.5K
|
2.84K
$898K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-89Closed |
$22.7K - $30.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-90- 1.82% |
$23K - $31.2K
|
4.86K
$1.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-90- 0.39% |
$23K - $31.2K
|
23K
$7.27M
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-100Closed |
$25.5K - $34.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-100- 0.19% |
$25.5K - $34.7K
|
52.1K
$16.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-100Closed |
$25.5K - $34.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-111- 2.88% |
$28.3K - $38.5K
|
3.74K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-116Closed |
$29.6K - $40.2K
|
0
$0
|