Purchases and Sales Made in Q4 2023 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q4 2023. 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 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
509KNew |
$112M - $147M
|
509K
$181M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
300KNew |
$66M - $86.6M
|
300K
$106M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
68.6K+ 31.63% |
$15.1M - $19.8M
|
285K
$101M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
68K+ 6.75% |
$15M - $19.6M
|
1.08M
$382M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
47.4KNew |
$10.4M - $13.7M
|
47.4K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
31.9KNew |
$7.02M - $9.22M
|
31.9K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
28K+ 3.93% |
$6.17M - $8.1M
|
742K
$263M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
23.8K+ 0.93% |
$5.24M - $6.88M
|
2.58M
$914M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.9K+ 262.42% |
$4.37M - $5.74M
|
27.4K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17.9K+ 2.59% |
$3.95M - $5.18M
|
712K
$252M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.8K+ 0.71% |
$3.71M - $4.86M
|
2.39M
$849M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
16.5K+ 3.91% |
$3.63M - $4.77M
|
439K
$156M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
14.9K+ 123.94% |
$3.29M - $4.32M
|
27K
$9.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
14.2KNew |
$3.12M - $4.09M
|
14.2K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
13KNew |
$2.87M - $3.77M
|
13K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
12.5KNew |
$2.75M - $3.61M
|
12.5K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.7K+ 405.5% |
$2.35M - $3.09M
|
13.3K
$4.73M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.89K+ 897.82% |
$2.18M - $2.86M
|
11K
$3.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.34KNew |
$2.05M - $2.7M
|
9.34K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.15KNew |
$2.01M - $2.64M
|
9.15K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.91KNew |
$1.96M - $2.57M
|
8.91K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.66K+ 327.01% |
$1.9M - $2.5M
|
11.3K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.55KNew |
$1.88M - $2.47M
|
8.55K
$3.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62KNew |
$1.68M - $2.2M
|
7.62K
$2.7M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
6.96K+ 10.8% |
$1.53M - $2.01M
|
71.4K
$25.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.19KNew |
$1.36M - $1.79M
|
6.19K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6.17KNew |
$1.36M - $1.78M
|
6.17K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
6.14KNew |
$1.35M - $1.77M
|
6.14K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.87KNew |
$1.29M - $1.7M
|
5.87K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.5KNew |
$1.21M - $1.59M
|
5.5K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
5.24K+ 0.99% |
$1.15M - $1.51M
|
534K
$189M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.19K+ 2.94% |
$1.14M - $1.5M
|
182K
$64.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.15K+ 21.02% |
$1.13M - $1.49M
|
29.6K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.96K+ 14.36% |
$1.09M - $1.43M
|
39.5K
$14M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.72K+ 321.07% |
$1.04M - $1.36M
|
6.19K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.83KNew |
$843K - $1.11M
|
3.83K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.54K+ 44.63% |
$778K - $1.02M
|
11.5K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.39K+ 650.29% |
$746K - $979K
|
3.91K
$1.39M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.3KNew |
$725K - $952K
|
3.3K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.16K+ 1.65% |
$696K - $914K
|
195K
$69.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.13K+ 195.38% |
$689K - $904K
|
4.73K
$1.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.03KNew |
$667K - $875K
|
3.03K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
3KNew |
$660K - $867K
|
3K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.91KNew |
$641K - $841K
|
2.91K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.75K+ 6.24% |
$606K - $796K
|
46.9K
$16.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.73K+ 6.74% |
$600K - $788K
|
43.2K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.61KNew |
$574K - $753K
|
2.61K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.51KNew |
$552K - $724K
|
2.51K
$889K
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
2.39K+ 1.08% |
$526K - $691K
|
224K
$79.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.2K+ 65.24% |
$484K - $636K
|
5.57K
$1.98M
|