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 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.44KClosed |
$368K - $500K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.46K- 3.31% |
$372K - $506K
|
42.7K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.47K- 1.01% |
$374K - $508K
|
143K
$48.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-1.47KClosed |
$375K - $510K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 15.5% |
$388K - $527K
|
8.29K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.65K- 0.51% |
$420K - $571K
|
323K
$109M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.67K- 33.0% |
$426K - $580K
|
3.39K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.72K- 4.13% |
$439K - $596K
|
39.9K
$13.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-1.74K- 5.99% |
$444K - $604K
|
27.3K
$9.27M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-1.75K- 1.45% |
$445K - $605K
|
119K
$40.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$459K - $624K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
SELL
|
- |
-1.83K- 2.93% |
$467K - $635K
|
60.6K
$20.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-1.87K- 2.74% |
$478K - $650K
|
66.5K
$22.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-2.02KClosed |
$514K - $699K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.09K- 17.95% |
$534K - $725K
|
9.57K
$3.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
$586K - $796K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.41K- 30.42% |
$614K - $835K
|
5.51K
$1.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.51K- 11.08% |
$639K - $868K
|
20.1K
$6.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.88K- 2.56% |
$735K - $999K
|
110K
$37.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.9K- 24.31% |
$738K - $1M
|
9.01K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.14KClosed |
$802K - $1.09M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.3KClosed |
$842K - $1.14M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.55K- 3.45% |
$906K - $1.23M
|
99.4K
$33.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.58K- 93.32% |
$912K - $1.24M
|
256
$86.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.68K- 2.57% |
$939K - $1.28M
|
140K
$47.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.85K- 34.09% |
$981K - $1.33M
|
7.44K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-3.9K- 11.07% |
$995K - $1.35M
|
31.3K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.92KClosed |
$1M - $1.36M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.38K- 14.28% |
$1.12M - $1.52M
|
26.3K
$8.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.51KClosed |
$1.15M - $1.56M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.6K- 10.08% |
$1.17M - $1.59M
|
41K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.82K- 26.04% |
$1.23M - $1.67M
|
13.7K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-5.09K- 6.53% |
$1.3M - $1.76M
|
72.8K
$24.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-5.31K- 1.19% |
$1.35M - $1.84M
|
442K
$150M
|
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-5.75K- 81.02% |
$1.47M - $1.99M
|
1.35K
$456K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.8K- 23.82% |
$1.48M - $2.01M
|
18.6K
$6.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Northern Right Capital Management, L.P.
Darien, CT |
SELL
|
- |
-6.11K- 10.0% |
$1.56M - $2.12M
|
55K
$18.6M
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.85K- 17.25% |
$1.75M - $2.37M
|
32.9K
$11.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03KClosed |
$1.79M - $2.44M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.39K- 77.16% |
$1.88M - $2.56M
|
2.19K
$741K
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-7.39K- 19.02% |
$1.88M - $2.56M
|
31.5K
$10.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.71KClosed |
$2.22M - $3.02M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-8.76KClosed |
$2.23M - $3.04M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-8.87K- 1.09% |
$2.26M - $3.07M
|
806K
$273M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9.1KClosed |
$2.32M - $3.15M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.75K- 53.83% |
$2.49M - $3.38M
|
8.36K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.84K- 8.56% |
$2.51M - $3.41M
|
105K
$35.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
SELL
|
- |
-9.98K- 48.82% |
$2.54M - $3.46M
|
10.5K
$3.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-10.1K- 14.71% |
$2.58M - $3.51M
|
58.8K
$19.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.4K- 80.86% |
$2.91M - $3.95M
|
2.7K
$915K
|