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
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-200- 3.17% |
$44K - $57.8K
|
6.1K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 34.78% |
$44K - $57.8K
|
375
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-214- 0.88% |
$47.1K - $61.8K
|
24K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-215- 1.8% |
$47.3K - $62.1K
|
11.8K
$4.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-226- 0.93% |
$49.7K - $65.3K
|
24K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-237- 1.48% |
$52.2K - $68.5K
|
15.7K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-247- 2.14% |
$54.4K - $71.4K
|
11.3K
$4.02M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-270- 1.78% |
$59.4K - $78K
|
14.9K
$5.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-273- 9.66% |
$60.1K - $78.9K
|
2.55K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-276- 1.96% |
$60.7K - $79.7K
|
13.8K
$4.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-288- 16.0% |
$63.4K - $83.2K
|
1.51K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-294- 23.15% |
$64.7K - $84.9K
|
976
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-307- 15.37% |
$67.6K - $88.7K
|
1.69K
$600K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-343- 2.21% |
$75.5K - $99.1K
|
15.2K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-435- 13.65% |
$95.7K - $126K
|
2.75K
$976K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-443- 2.74% |
$97.5K - $128K
|
15.7K
$5.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-536- 15.18% |
$118K - $155K
|
2.99K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-568- 5.15% |
$125K - $164K
|
10.5K
$3.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-591- 16.69% |
$130K - $171K
|
2.95K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-635- 9.4% |
$140K - $183K
|
6.12K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-652- 4.02% |
$143K - $188K
|
15.6K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-772- 18.91% |
$170K - $223K
|
3.31K
$1.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-780- 23.54% |
$172K - $225K
|
2.53K
$899K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-805- 1.66% |
$177K - $233K
|
47.6K
$16.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-816- 4.83% |
$180K - $236K
|
16.1K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-877- 32.61% |
$193K - $253K
|
1.81K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-886- 3.89% |
$195K - $256K
|
21.9K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-909- 15.18% |
$200K - $263K
|
5.08K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-988- 7.28% |
$217K - $285K
|
12.6K
$4.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.01K- 35.54% |
$222K - $291K
|
1.83K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-1.11K- 18.12% |
$245K - $322K
|
5.03K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.23K- 4.34% |
$270K - $355K
|
27.1K
$9.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.37K- 9.84% |
$302K - $396K
|
12.6K
$4.46M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.4K- 8.52% |
$307K - $404K
|
15K
$5.32M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.48K- 4.01% |
$326K - $428K
|
35.4K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.49K- 2.22% |
$327K - $430K
|
65.6K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 27.78% |
$330K - $433K
|
3.9K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.61K- 68.18% |
$354K - $465K
|
751
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.63K- 2.06% |
$358K - $471K
|
77.4K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.64K- 15.17% |
$360K - $473K
|
9.16K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 34.56% |
$375K - $493K
|
3.23K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.88K- 3.04% |
$413K - $543K
|
59.8K
$21.2M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2K- 9.51% |
$441K - $578K
|
19.1K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.12K- 9.4% |
$466K - $612K
|
20.4K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.14K- 99.21% |
$470K - $617K
|
17
$6.03K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.33K- 8.98% |
$513K - $673K
|
23.6K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.39K- 29.79% |
$526K - $690K
|
5.63K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.45K- 31.02% |
$540K - $709K
|
5.46K
$1.94M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.46K- 16.16% |
$541K - $710K
|
12.8K
$4.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-2.47K- 19.79% |
$542K - $712K
|
9.99K
$3.54M
|