Purchases and Sales Made in Q4 2022 in Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
4
+ 100.0%
$836 - $1K
8 $2.63K
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
4
+ 3.31%
$836 - $1K
125 $41.1K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2
New
$418 - $500
2 $658
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
2
New
$418 - $500
2 $658
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2
+ 6.25%
$418 - $500
34 $11.2K
Jan 11, 2023 Q4 2022
Cedar Mountain Advisors, LLC

BUY
 -
1
+ 1.33%
$209 - $250
76 $25K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1
New
$209 - $250
1 $329
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1
New
$209 - $250
1 $329
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1
+ 6.25%
$209 - $250
17 $5.59K
Feb 13, 2023 Q4 2022
Pekin Hardy Strauss, Inc.

BUY
 -
1
+ 0.05%
$209 - $250
1.88K $617K
Jan 10, 2025 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-2
- 2.3%
$418 - $500
85 $27.9K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-2
- 0.21%
$418 - $500
960 $316K
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-2
Closed
$418 - $500
0 $0
Jun 14, 2023 Q4 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-3
- 0.21%
$627 - $750
1.41K $464K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-3
- 33.33%
$627 - $750
6 $1.97K
Feb 06, 2023 Q4 2022
Glassman Wealth Services

SELL
 -
-3
- 42.86%
$627 - $750
4 $1.32K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

SELL
 -
-4
- 5.41%
$836 - $1K
70 $23K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

SELL
 -
-5
- 17.24%
$1.05K - $1.25K
24 $7.89K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-9
- 5.06%
$1.88K - $2.25K
169 $55.6K
Feb 10, 2023 Q4 2022
American International Group, Inc.

New York, NY
SELL
 -
-9
- 2.38%
$1.88K - $2.25K
369 $121K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-10
- 71.43%
$2.09K - $2.5K
4 $1.32K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-11
- 3.04%
$2.3K - $2.75K
351 $115K
Feb 13, 2023 Q4 2022
Dark Forest Capital Management LP

Weston, CT
SELL
 -
-13
- 81.25%
$2.72K - $3.25K
3 $986
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-13
- 1.14%
$2.72K - $3.25K
1.13K $371K
Feb 02, 2023 Q4 2022
Empire Life Investments Inc.

SELL
 -
-15
- 0.23%
$3.14K - $3.75K
6.39K $2.1M
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

SELL
 -
-16
- 11.19%
$3.35K - $4K
127 $41.8K
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-25
Closed
$5.23K - $6.25K
0 $0
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-27
- 0.93%
$5.65K - $6.75K
2.86K $941K
Jan 20, 2023 Q4 2022
Harbor Capital Advisors, Inc.

SELL
 -
-27
- 7.52%
$5.65K - $6.75K
332 $109K
Feb 03, 2023 Q4 2022
Spire Wealth Management

SELL
 -
-30
- 10.27%
$6.27K - $7.5K
262 $86.1K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-33
- 2.44%
$6.9K - $8.25K
1.32K $433K
May 10, 2024 Q4 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-36
- 2.49%
$7.53K - $9K
1.41K $464K
Mar 22, 2023 Q4 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-36
- 2.49%
$7.53K - $9K
1.41K $464K
Feb 15, 2023 Q4 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-36
- 2.49%
$7.53K - $9K
1.41K $464K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
SELL
 -
-42
- 4.23%
$8.78K - $10.5K
951 $313K
Feb 07, 2023 Q4 2022
Precision Wealth Strategies, LLC

SELL
 -
-44
- 1.76%
$9.2K - $11K
2.45K $806K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
SELL
 -
-64
- 55.65%
$13.4K - $16K
51 $16.8K
Feb 03, 2023 Q4 2022
Sepio Capital, LP

SELL
 -
-76
- 1.48%
$15.9K - $19K
5.06K $1.66M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-82
- 1.23%
$17.1K - $20.5K
6.57K $2.16M
Feb 08, 2023 Q4 2022
Ceera Investments, LLC

Bellaire, TX
SELL
 -
-94
- 0.74%
$19.7K - $23.5K
12.6K $4.13M
Feb 21, 2023 Q4 2022
Alamar Capital Management, LLC

SELL
 -
-95
- 1.28%
$19.9K - $23.7K
7.33K $2.41M
Feb 13, 2023 Q4 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-100
- 4.0%
$20.9K - $25K
2.4K $789K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-100
- 14.04%
$20.9K - $25K
612 $201K
Feb 14, 2023 Q4 2022
David A. Siegel Two Sigma Advisers, LP | New York, Ny
SELL
 -
-100
- 1.52%
$20.9K - $25K
6.5K $2.14M
Feb 14, 2023 Q4 2022
Voya Investment Management LLC

Atlanta, GA
SELL
 -
-114
- 1.17%
$23.8K - $28.5K
9.64K $3.17M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-120
- 0.69%
$25.1K - $30K
17.2K $5.66M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-143
- 1.72%
$29.9K - $35.7K
8.19K $2.69M

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