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
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12K- 3.75% |
$3.06M - $4.16M
|
308K
$104M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 99.84% |
$3.13M - $4.26M
|
20
$6.78K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$3.4M - $4.62M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-17.4K- 7.12% |
$4.43M - $6.02M
|
227K
$76.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.3K- 14.54% |
$4.66M - $6.34M
|
108K
$36.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19.5K- 13.9% |
$4.97M - $6.76M
|
121K
$40.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-23.4K- 4.25% |
$5.96M - $8.11M
|
527K
$179M
|
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-24K- 50.45% |
$6.11M - $8.31M
|
23.5K
$7.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25.8K- 92.47% |
$6.59M - $8.95M
|
2.1K
$713K
|
|
|
Feb 07, 2022
Q4 2021
|
Royce & Associates LP
|
SELL
|
- |
-26.3K- 7.74% |
$6.7M - $9.11M
|
313K
$106M
|
|
|
Feb 11, 2022
Q4 2021
|
Pelham Global Financials LTD
London, X0 |
SELL
|
- |
-31.2K- 24.5% |
$7.96M - $10.8M
|
96.1K
$32.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-32.1K- 91.9% |
$8.18M - $11.1M
|
2.83K
$958K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-38.3K- 3.09% |
$9.76M - $13.3M
|
1.2M
$406M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-38.5K- 28.43% |
$9.82M - $13.3M
|
96.9K
$32.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.3K- 8.72% |
$10M - $13.6M
|
411K
$139M
|
|
|
Feb 11, 2022
Q4 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-39.6K- 8.6% |
$10.1M - $13.7M
|
421K
$143M
|
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-85.2K- 7.74% |
$21.7M - $29.5M
|
1.02M
$344M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-93.1K- 42.51% |
$23.7M - $32.3M
|
126K
$42.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-99.1K- 94.92% |
$25.3M - $34.3M
|
5.3K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-166K- 66.1% |
$42.3M - $57.5M
|
85.1K
$28.8M
|