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 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.87KNew |
$391K - $468K
|
1.87K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83K+ 13.64% |
$383K - $458K
|
15.3K
$5.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.73KNew |
$361K - $432K
|
1.73K
$568K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.68K+ 3.43% |
$352K - $420K
|
50.8K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.67KNew |
$350K - $418K
|
1.67K
$550K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.65K+ 7.68% |
$345K - $413K
|
23.1K
$7.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.63KNew |
$340K - $407K
|
1.63K
$535K
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.62K+ 5.29% |
$338K - $404K
|
32.2K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.56KNew |
$326K - $390K
|
1.56K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$310K - $371K
|
1.48K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.41K+ 4.45% |
$294K - $351K
|
32.9K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.34KNew |
$281K - $336K
|
1.34K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.33KNew |
$277K - $331K
|
1.33K
$436K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.32KNew |
$277K - $331K
|
1.32K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.32K+ 78.07% |
$276K - $330K
|
3.01K
$991K
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.3K+ 2.44% |
$272K - $325K
|
54.6K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
1.28K+ 0.67% |
$267K - $320K
|
192K
$63.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.08K+ 0.74% |
$226K - $270K
|
147K
$48.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.03KNew |
$215K - $257K
|
1.03K
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.02K+ 21.97% |
$213K - $255K
|
5.66K
$1.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
980New |
$205K - $245K
|
980
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
966New |
$202K - $241K
|
966
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
960New |
$201K - $240K
|
960
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
American Capital Management Inc
New York, NY |
BUY
|
- |
871+ 0.47% |
$182K - $218K
|
184K
$60.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
834+ 45.65% |
$174K - $208K
|
2.66K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
800+ 33.33% |
$167K - $200K
|
3.2K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
798+ 3.55% |
$167K - $199K
|
23.3K
$7.65M
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
795+ 5.27% |
$166K - $199K
|
15.9K
$5.22M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
704+ 6.19% |
$147K - $176K
|
12.1K
$3.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 1.15% |
$146K - $175K
|
61.5K
$20.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
690New |
$144K - $172K
|
690
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
662+ 2.17% |
$138K - $165K
|
31.1K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
661+ 22.41% |
$138K - $165K
|
3.61K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
625+ 47.93% |
$131K - $156K
|
1.93K
$634K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
528+ 16.3% |
$110K - $132K
|
3.77K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
515+ 11.61% |
$108K - $129K
|
4.95K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
513+ 29.21% |
$107K - $128K
|
2.27K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
503+ 1.19% |
$105K - $126K
|
42.9K
$14.1M
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
483+ 4.94% |
$101K - $121K
|
10.3K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
455+ 11.42% |
$95.1K - $114K
|
4.44K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
415+ 15.34% |
$86.8K - $104K
|
3.12K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
374+ 11.52% |
$78.2K - $93.5K
|
3.62K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
359+ 19.31% |
$75.1K - $89.7K
|
2.22K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
331New |
$69.2K - $82.7K
|
331
$109K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
300New |
$62.7K - $75K
|
300
$98.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
297+ 14.67% |
$62.1K - $74.2K
|
2.32K
$763K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
274+ 0.14% |
$57.3K - $68.5K
|
192K
$63.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
249+ 2.61% |
$52.1K - $62.2K
|
9.79K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
241+ 8.16% |
$50.4K - $60.2K
|
3.19K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
231+ 13.73% |
$48.3K - $57.7K
|
1.91K
$629K
|