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 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.33K- 4.83% |
$904K - $1.08M
|
85.2K
$26.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.05K- 32.69% |
$1.06M - $1.26M
|
10.4K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.46K- 26.88% |
$1.14M - $1.36M
|
14.8K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.52K- 11.0% |
$1.15M - $1.38M
|
44.7K
$14.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-5.52K- 32.54% |
$1.15M - $1.38M
|
11.4K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 6.3% |
$1.2M - $1.43M
|
85.3K
$26.9M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.56K- 60.16% |
$1.37M - $1.64M
|
4.35K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
SELL
|
- |
-6.7K- 10.01% |
$1.4M - $1.67M
|
60.2K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-8.43K- 1.3% |
$1.76M - $2.11M
|
639K
$202M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.65K- 72.08% |
$2.02M - $2.41M
|
3.74K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-11.6K- 10.63% |
$2.42M - $2.9M
|
97.4K
$30.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.8K- 42.25% |
$2.88M - $3.45M
|
18.9K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14K- 82.81% |
$2.92M - $3.49M
|
2.9K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-14.6K- 73.42% |
$3.06M - $3.65M
|
5.29K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-16.9K- 1.47% |
$3.53M - $4.22M
|
1.13M
$358M
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-19.5K- 5.45% |
$4.09M - $4.89M
|
339K
$107M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
SELL
|
- |
-22.1K- 37.09% |
$4.61M - $5.51M
|
37.4K
$11.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-24.2K- 11.83% |
$5.06M - $6.06M
|
181K
$57M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-24.8K- 98.84% |
$5.18M - $6.2M
|
291
$91.9K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-27K- 45.6% |
$5.64M - $6.75M
|
32.2K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.7K- 7.51% |
$5.79M - $6.92M
|
341K
$108M
|
|
|
Feb 14, 2023
Q4 2022
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-28.6K- 8.74% |
$5.98M - $7.15M
|
299K
$94.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-50.2K- 98.14% |
$10.5M - $12.5M
|
951
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-59.2K- 1.48% |
$12.4M - $14.8M
|
3.95M
$1.25B
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-104K- 10.36% |
$21.7M - $26M
|
900K
$284M
|