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 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
262+ 10.78% |
$57.7K - $75.7K
|
2.69K
$875K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
257+ 26.63% |
$56.6K - $74.2K
|
1.22K
$397K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
245+ 137.64% |
$53.9K - $70.8K
|
423
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
240+ 0.72% |
$52.8K - $69.3K
|
33.6K
$10.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
228New |
$50.2K - $65.9K
|
228
$74.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
224+ 3.13% |
$49.3K - $64.7K
|
7.38K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
200+ 3.57% |
$44K - $57.8K
|
5.8K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
172+ 11.38% |
$37.9K - $49.7K
|
1.68K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
168+ 1.33% |
$37K - $48.5K
|
12.8K
$4.15M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
166New |
$36.5K - $48K
|
166
$54K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
165+ 38.02% |
$36.3K - $47.7K
|
599
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
163+ 0.06% |
$35.9K - $47.1K
|
296K
$96.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
155+ 5.63% |
$34.1K - $44.8K
|
2.91K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
140+ 14.03% |
$30.8K - $40.4K
|
1.14K
$370K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
135+ 0.42% |
$29.7K - $39K
|
32.6K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
128+ 1.96% |
$28.2K - $37K
|
6.66K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
126+ 0.7% |
$27.7K - $36.4K
|
18.2K
$5.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
125New |
$27.5K - $36.1K
|
125
$40.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
115+ 12.27% |
$25.3K - $33.2K
|
1.05K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
110+ 0.97% |
$24.2K - $31.8K
|
11.4K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101New |
$22.2K - $29.2K
|
101
$32.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 4.0% |
$22K - $28.9K
|
2.6K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89+ 9.11% |
$19.6K - $25.7K
|
1.07K
$346K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
79+ 0.96% |
$17.4K - $22.8K
|
8.32K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
77+ 1.8% |
$16.9K - $22.2K
|
4.36K
$1.42M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74+ 0.32% |
$16.3K - $21.4K
|
23K
$7.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
73+ 1.72% |
$16.1K - $21.1K
|
4.31K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
66New |
$14.5K - $19.1K
|
66
$21.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
63New |
$13.9K - $18.2K
|
63
$20.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
62+ 0.85% |
$13.6K - $17.9K
|
7.36K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57+ 52.29% |
$12.5K - $16.5K
|
166
$54K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
51+ 2.05% |
$11.2K - $14.7K
|
2.54K
$826K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 51.9% |
$9.02K - $11.8K
|
120
$39K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 4.67% |
$8.8K - $11.6K
|
896
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.15% |
$8.8K - $11.6K
|
26.4K
$8.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
40+ 14.08% |
$8.8K - $11.6K
|
324
$105K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 19.59% |
$8.36K - $11K
|
232
$75.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36+ 3.06% |
$7.92K - $10.4K
|
1.21K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 3.22% |
$7.48K - $9.82K
|
1.09K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$6.82K - $8.96K
|
31
$10.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
31+ 2.02% |
$6.82K - $8.96K
|
1.57K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 290.0% |
$6.38K - $8.38K
|
39
$12.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 6.63% |
$5.72K - $7.51K
|
418
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.42% |
$5.28K - $6.93K
|
5.79K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
20New |
$4.4K - $5.78K
|
20
$6.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$3.3K - $4.33K
|
15
$4.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 0.26% |
$2.86K - $3.76K
|
5.03K
$1.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 15.07% |
$2.42K - $3.18K
|
84
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 57.14% |
$1.76K - $2.31K
|
22
$7.15K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7+ 58.33% |
$1.54K - $2.02K
|
19
$6.18K
|