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 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-125Closed |
$31.9K - $43.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-128- 0.47% |
$32.6K - $44.4K
|
27.1K
$9.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-135- 1.82% |
$34.4K - $46.8K
|
7.29K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-139- 10.62% |
$35.4K - $48.2K
|
1.17K
$397K
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-141- 6.35% |
$36K - $48.9K
|
2.08K
$704K
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-172- 6.73% |
$43.9K - $59.6K
|
2.38K
$808K
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-196- 3.26% |
$50K - $67.9K
|
5.82K
$1.97M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-198- 83.19% |
$50.5K - $68.6K
|
40
$13.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-202- 14.46% |
$51.5K - $70K
|
1.2K
$405K
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-216- 0.61% |
$55.1K - $74.9K
|
35.1K
$11.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-220- 1.64% |
$56.1K - $76.3K
|
13.2K
$4.48M
|
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-240- 2.05% |
$61.2K - $83.2K
|
11.5K
$3.89M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-250- 66.67% |
$63.8K - $86.7K
|
125
$42.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Cardinal Capital Management
|
SELL
|
- |
-250- 2.07% |
$63.8K - $86.7K
|
11.8K
$4.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-262- 1.64% |
$66.8K - $90.8K
|
15.7K
$5.34M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-270- 3.29% |
$68.9K - $93.6K
|
7.93K
$2.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-278Closed |
$70.9K - $96.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-286- 2.98% |
$72.9K - $99.1K
|
9.3K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-308- 1.81% |
$78.5K - $107K
|
16.8K
$5.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-319- 54.81% |
$81.3K - $111K
|
263
$89.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-335- 1.85% |
$85.4K - $116K
|
17.8K
$6.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-340- 8.75% |
$86.7K - $118K
|
3.54K
$1.2M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-345- 0.45% |
$88K - $120K
|
76.3K
$25.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-379- 24.92% |
$96.6K - $131K
|
1.14K
$387K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-416- 18.78% |
$106K - $144K
|
1.8K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-418- 0.23% |
$107K - $145K
|
184K
$62.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-452- 4.0% |
$115K - $157K
|
10.9K
$3.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-463- 6.92% |
$118K - $160K
|
6.23K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
SELL
|
- |
-499- 0.04% |
$127K - $173K
|
1.21M
$410M
|
|
|
Feb 11, 2022
Q4 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-500- 16.67% |
$128K - $173K
|
2.5K
$847K
|
|
|
Feb 15, 2022
Q4 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-616- 4.44% |
$157K - $214K
|
13.2K
$4.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-692- 41.31% |
$176K - $240K
|
983
$333K
|
|
|
Feb 10, 2022
Q4 2021
|
Iridian Asset Management LLC
|
SELL
|
- |
-702- 14.83% |
$179K - $243K
|
4.03K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-720- 53.45% |
$184K - $250K
|
627
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-720- 44.83% |
$184K - $250K
|
886
$300K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-842- 58.96% |
$215K - $292K
|
586
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-842Closed |
$215K - $292K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-905Closed |
$231K - $314K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-967Closed |
$247K - $335K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-972Closed |
$248K - $337K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-989- 1.56% |
$252K - $343K
|
62.3K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 12.38% |
$259K - $352K
|
7.19K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 19.04% |
$287K - $390K
|
4.78K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.15KClosed |
$294K - $399K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.22K- 11.19% |
$312K - $424K
|
9.71K
$3.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.24KClosed |
$316K - $429K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.26K- 0.4% |
$320K - $435K
|
314K
$106M
|
|
|
Feb 15, 2022
Q4 2021
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 24.53% |
$332K - $451K
|
4K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.3KClosed |
$332K - $451K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.37K- 10.47% |
$350K - $476K
|
11.7K
$3.98M
|