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 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.2K+ 65.24% |
$484K - $636K
|
5.57K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.11KNew |
$464K - $609K
|
2.11K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.06K+ 207.44% |
$454K - $596K
|
3.06K
$994K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.75KNew |
$385K - $505K
|
1.75K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71K+ 29.74% |
$377K - $495K
|
7.48K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.66K+ 4.41% |
$366K - $480K
|
39.3K
$12.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.63K+ 73.48% |
$358K - $471K
|
3.85K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.52K+ 41.17% |
$335K - $440K
|
5.23K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.46KNew |
$322K - $422K
|
1.46K
$475K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.42K+ 188.86% |
$313K - $411K
|
2.18K
$708K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.26K+ 84.18% |
$278K - $364K
|
2.76K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.26K+ 110.32% |
$278K - $364K
|
2.4K
$781K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.2KNew |
$265K - $348K
|
1.2K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.14KNew |
$251K - $329K
|
1.14K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.1KNew |
$243K - $319K
|
1.1K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.08KNew |
$237K - $311K
|
1.08K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
984+ 3.23% |
$217K - $284K
|
31.5K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
953New |
$210K - $275K
|
953
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
946+ 17.93% |
$208K - $273K
|
6.22K
$2.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
941+ 88.36% |
$207K - $272K
|
2.01K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
928+ 83.83% |
$204K - $268K
|
2.04K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
912New |
$201K - $263K
|
912
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
845New |
$186K - $244K
|
845
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
800New |
$176K - $231K
|
800
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
767New |
$169K - $222K
|
767
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
755New |
$166K - $218K
|
755
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
748New |
$165K - $216K
|
748
$243K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
728New |
$160K - $210K
|
728
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
716+ 8.93% |
$158K - $207K
|
8.74K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
709New |
$156K - $205K
|
709
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
583New |
$128K - $168K
|
583
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
578+ 48.45% |
$127K - $167K
|
1.77K
$576K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
549+ 10.84% |
$121K - $159K
|
5.61K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
526+ 6.07% |
$116K - $152K
|
9.19K
$2.99M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
520+ 6.58% |
$114K - $150K
|
8.42K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
478+ 9.07% |
$105K - $138K
|
5.75K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
476New |
$105K - $138K
|
476
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
465+ 14.07% |
$102K - $134K
|
3.77K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
451+ 10.76% |
$99.3K - $130K
|
4.64K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
450+ 5.58% |
$99K - $130K
|
8.51K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
417+ 3.96% |
$91.8K - $120K
|
10.9K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
407+ 2.25% |
$89.6K - $118K
|
18.5K
$6.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
403+ 1.82% |
$88.7K - $116K
|
22.5K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400New |
$88K - $116K
|
400
$130K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
400New |
$88K - $116K
|
400
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
338+ 32.78% |
$74.4K - $97.6K
|
1.37K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
327+ 18.85% |
$72K - $94.5K
|
2.06K
$670K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
293+ 2.76% |
$64.5K - $84.6K
|
10.9K
$3.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
276+ 7.49% |
$60.7K - $79.7K
|
3.96K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
270+ 3.55% |
$59.4K - $78K
|
7.89K
$2.56M
|