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 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
225+ 3.23% |
$47K - $56.2K
|
7.19K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
223+ 0.7% |
$46.6K - $55.7K
|
32.2K
$10.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
217New |
$45.4K - $54.2K
|
217
$71.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
210+ 8.98% |
$43.9K - $52.5K
|
2.55K
$838K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
189+ 16.98% |
$39.5K - $47.2K
|
1.3K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
189+ 16.98% |
$39.5K - $47.2K
|
1.3K
$428K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
182+ 8.83% |
$38.1K - $45.5K
|
2.24K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
165+ 14.56% |
$34.5K - $41.2K
|
1.3K
$427K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
162+ 3.76% |
$33.9K - $40.5K
|
4.47K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
150+ 7500.0% |
$31.4K - $37.5K
|
152
$50K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147+ 11.35% |
$30.7K - $36.7K
|
1.44K
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145+ 8.93% |
$30.3K - $36.2K
|
1.77K
$581K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
143+ 2.4% |
$29.9K - $35.7K
|
6.11K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
140+ 1.31% |
$29.3K - $35K
|
10.8K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
123New |
$25.7K - $30.7K
|
123
$40.4K
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
110+ 0.88% |
$23K - $27.5K
|
12.6K
$4.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
109+ 23.85% |
$22.8K - $27.2K
|
566
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
100+ 0.22% |
$20.9K - $25K
|
45.7K
$15M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$20.9K - $25K
|
100
$32.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
BUY
|
- |
96+ 0.92% |
$20.1K - $24K
|
10.5K
$3.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
92+ 9.55% |
$19.2K - $23K
|
1.06K
$347K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
78+ 10.71% |
$16.3K - $19.5K
|
806
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
73+ 2.56% |
$15.3K - $18.2K
|
2.93K
$963K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65+ 1.8% |
$13.6K - $16.2K
|
3.67K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 209.68% |
$13.6K - $16.2K
|
96
$31.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
64+ 3.25% |
$13.4K - $16K
|
2.03K
$668K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
63New |
$13.2K - $15.7K
|
63
$20.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
62+ 70.45% |
$13K - $15.5K
|
150
$49.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
61+ 76.25% |
$12.8K - $15.2K
|
141
$46.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
61+ 0.28% |
$12.8K - $15.2K
|
21.6K
$7.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
57New |
$11.9K - $14.2K
|
57
$18.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
49+ 12.86% |
$10.2K - $12.2K
|
430
$141K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
47+ 0.85% |
$9.83K - $11.7K
|
5.59K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46+ 3.68% |
$9.62K - $11.5K
|
1.3K
$426K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
40+ 0.45% |
$8.36K - $10K
|
8.97K
$2.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 3.1% |
$8.15K - $9.75K
|
1.3K
$427K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
34+ 62.96% |
$7.11K - $8.5K
|
88
$28.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
34+ 0.27% |
$7.11K - $8.5K
|
12.9K
$4.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
25+ 2.05% |
$5.23K - $6.25K
|
1.25K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
23+ 0.64% |
$4.81K - $5.75K
|
3.6K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
22+ 5.84% |
$4.6K - $5.5K
|
399
$131K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.08% |
$4.18K - $5K
|
26.7K
$8.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 13.1% |
$3.97K - $4.75K
|
164
$53.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 31.25% |
$3.14K - $3.75K
|
63
$20.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$2.3K - $2.75K
|
11
$3.62K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 12.09% |
$2.3K - $2.75K
|
102
$33.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$2.09K - $2.5K
|
10
$3.29K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$2.09K - $2.5K
|
10
$3.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 1.01% |
$1.88K - $2.25K
|
901
$296K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4New |
$836 - $1K
|
4
$1.32K
|