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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-145- 3.12% |
$30.3K - $36.2K
|
4.51K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-180- 1.09% |
$37.6K - $45K
|
16.4K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-197- 1.79% |
$41.2K - $49.2K
|
10.8K
$3.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-207- 5.39% |
$43.3K - $51.7K
|
3.64K
$1.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-212- 3.21% |
$44.3K - $53K
|
6.4K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-212- 5.45% |
$44.3K - $53K
|
3.68K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-213- 16.41% |
$44.5K - $53.2K
|
1.09K
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-250- 34.48% |
$52.3K - $62.5K
|
475
$150K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-276- 17.49% |
$57.7K - $69K
|
1.3K
$411K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-289- 4.63% |
$60.4K - $72.2K
|
5.95K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-313- 7.68% |
$65.4K - $78.2K
|
3.76K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-325- 4.43% |
$68K - $81.2K
|
7.02K
$2.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-326- 21.34% |
$68.2K - $81.5K
|
1.2K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-348- 18.89% |
$72.8K - $87K
|
1.49K
$472K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-349- 31.9% |
$73K - $87.2K
|
745
$235K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-378- 4.71% |
$79K - $94.5K
|
7.64K
$2.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-378- 1.94% |
$79K - $94.5K
|
19.1K
$6.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-391- 63.89% |
$81.8K - $97.7K
|
221
$69.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-439- 17.63% |
$91.8K - $110K
|
2.05K
$648K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-439- 0.52% |
$91.8K - $110K
|
84.4K
$26.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-456- 11.6% |
$95.3K - $114K
|
3.47K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-487- 29.71% |
$102K - $122K
|
1.15K
$364K
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-525- 1.44% |
$110K - $131K
|
36K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-541- 11.78% |
$113K - $135K
|
4.05K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-651- 7.34% |
$136K - $163K
|
8.22K
$2.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-693- 30.54% |
$145K - $173K
|
1.58K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 8.32% |
$236K - $282K
|
12.5K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.22K- 55.66% |
$255K - $305K
|
972
$307K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.3K- 1.78% |
$272K - $325K
|
71.7K
$22.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.35K- 5.35% |
$282K - $337K
|
23.9K
$7.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.53K- 11.16% |
$319K - $381K
|
12.1K
$3.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.56K- 62.2% |
$326K - $390K
|
948
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.58K- 6.44% |
$329K - $394K
|
22.9K
$7.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.66K- 45.01% |
$346K - $414K
|
2.02K
$639K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.66K- 42.07% |
$347K - $415K
|
2.29K
$722K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.71K- 15.81% |
$356K - $426K
|
9.08K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-1.71K- 5.11% |
$358K - $428K
|
31.8K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 36.51% |
$364K - $435K
|
3.03K
$956K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.93KClosed |
$403K - $482K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.05K- 4.69% |
$428K - $511K
|
41.5K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.22K- 22.79% |
$464K - $554K
|
7.51K
$2.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-2.43K- 3.48% |
$507K - $606K
|
67.2K
$21.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.46K- 32.69% |
$515K - $615K
|
5.07K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.57K- 47.81% |
$537K - $642K
|
2.81K
$886K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.7K- 3.36% |
$564K - $674K
|
77.5K
$24.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.7K- 42.88% |
$564K - $675K
|
3.6K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.46K- 12.0% |
$723K - $865K
|
25.4K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.81K- 0.98% |
$796K - $952K
|
384K
$121M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.89K- 1.27% |
$814K - $973K
|
302K
$95.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.23K- 58.08% |
$885K - $1.06M
|
3.06K
$965K
|