Purchases and Sales Made in Q4 2022 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q4 2022. 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, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 685.12% |
$222M - $266M
|
1.22M
$385M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
286KNew |
$59.7M - $71.4M
|
286K
$90.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
248KNew |
$51.8M - $61.9M
|
248K
$78.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
218K+ 10.33% |
$45.7M - $54.6M
|
2.33M
$736M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
132K+ 131.76% |
$27.6M - $33M
|
232K
$73.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
115K+ 23.73% |
$24.1M - $28.8M
|
601K
$190M
|
|
|
Jan 23, 2023
Q4 2022
|
Scout Investments, Inc.
|
BUY
|
- |
62.7KNew |
$13.1M - $15.7M
|
62.7K
$19.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
43.7K+ 4.16% |
$9.15M - $10.9M
|
1.1M
$346M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
43.1K+ 20219.72% |
$9.01M - $10.8M
|
43.3K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39K+ 4.91% |
$8.16M - $9.76M
|
834K
$264M
|
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
36.8KNew |
$7.69M - $9.19M
|
36.8K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
35.6K+ 1.46% |
$7.45M - $8.9M
|
2.47M
$782M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
33.2K+ 54.52% |
$6.93M - $8.29M
|
94K
$29.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
31.1K+ 8.88% |
$6.51M - $7.79M
|
382K
$121M
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
25.9K+ 25.99% |
$5.42M - $6.48M
|
126K
$39.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
23.6K+ 66.81% |
$4.92M - $5.89M
|
58.8K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
18.9K+ 5.45% |
$3.95M - $4.73M
|
366K
$116M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8K+ 13.49% |
$2.88M - $3.45M
|
116K
$36.7M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8K+ 13.49% |
$2.88M - $3.45M
|
116K
$36.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
13.1K+ 23.17% |
$2.74M - $3.27M
|
69.5K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.8K+ 40.35% |
$2.68M - $3.2M
|
44.6K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
9.37KNew |
$1.96M - $2.34M
|
9.37K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.3K+ 661.64% |
$1.94M - $2.32M
|
10.7K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.07K+ 7.35% |
$1.69M - $2.02M
|
118K
$37.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.33K+ 4.69% |
$1.53M - $1.83M
|
164K
$51.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.63K+ 6.81% |
$1.39M - $1.66M
|
104K
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.26K+ 74.46% |
$1.31M - $1.56M
|
14.7K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.81KNew |
$1.21M - $1.45M
|
5.81K
$1.83M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5.8K+ 72.5% |
$1.21M - $1.45M
|
13.8K
$4.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
5.76K+ 50.32% |
$1.2M - $1.44M
|
17.2K
$5.43M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.67KNew |
$1.19M - $1.42M
|
5.67K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.53KNew |
$1.16M - $1.38M
|
5.53K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
5.19K+ 12.6% |
$1.09M - $1.3M
|
46.4K
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5KNew |
$1.05M - $1.25M
|
5K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.84K+ 1.17% |
$1.01M - $1.21M
|
417K
$132M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.64K+ 19.4% |
$760K - $909K
|
22.4K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.57KNew |
$747K - $893K
|
3.57K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.38KNew |
$706K - $844K
|
3.38K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.2K+ 51.77% |
$670K - $801K
|
9.39K
$2.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.83KNew |
$592K - $708K
|
2.83K
$895K
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.67K+ 38.3% |
$557K - $666K
|
9.63K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.59K+ 51.08% |
$541K - $647K
|
7.65K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.39K+ 31.87% |
$501K - $598K
|
9.91K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.25K+ 0.68% |
$471K - $563K
|
334K
$106M
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.25K+ 21.25% |
$471K - $563K
|
12.9K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.16KNew |
$451K - $539K
|
2.16K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$440K - $526K
|
2.1K
$664K
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.05K+ 46.28% |
$429K - $512K
|
6.48K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2K+ 14.63% |
$418K - $500K
|
15.7K
$4.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.91KNew |
$400K - $478K
|
1.91K
$605K
|