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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.49K- 0.19% |
$547K - $718K
|
1.29M
$458M
|
|
|
Jan 11, 2024
Q4 2023
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-2.5K- 25.0% |
$550K - $722K
|
7.5K
$2.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.78K- 14.85% |
$611K - $802K
|
15.9K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.82K- 24.41% |
$621K - $815K
|
8.74K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.91K- 6.23% |
$641K - $841K
|
43.9K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.65K- 5.14% |
$803K - $1.05M
|
67.4K
$23.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.05K- 15.36% |
$892K - $1.17M
|
22.3K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-4.16K- 0.31% |
$915K - $1.2M
|
1.32M
$469M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.36K- 3.41% |
$960K - $1.26M
|
123K
$43.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.43K- 23.9% |
$974K - $1.28M
|
14.1K
$5M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-5.05K- 4.79% |
$1.11M - $1.46M
|
100K
$35.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.58K- 19.61% |
$1.23M - $1.61M
|
22.9K
$8.12M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.64K- 29.96% |
$1.24M - $1.63M
|
13.2K
$4.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-5.7K- 10.14% |
$1.25M - $1.65M
|
50.5K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.95K- 5.52% |
$1.31M - $1.72M
|
102K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-6K- 14.63% |
$1.32M - $1.73M
|
35K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.09K- 0.49% |
$1.34M - $1.76M
|
1.25M
$442M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.35K- 68.89% |
$1.4M - $1.83M
|
2.87K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-6.72K- 46.79% |
$1.48M - $1.94M
|
7.64K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-7.24K- 30.6% |
$1.59M - $2.09M
|
16.4K
$5.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-7.66K- 25.64% |
$1.69M - $2.21M
|
22.2K
$7.88M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-11K- 21.65% |
$2.43M - $3.18M
|
39.9K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-11.6K- 32.48% |
$2.56M - $3.36M
|
24.2K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-11.8K- 79.85% |
$2.59M - $3.4M
|
2.97K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 12.61% |
$2.75M - $3.61M
|
86.7K
$30.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-14K- 47.38% |
$3.09M - $4.05M
|
15.6K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.9K- 78.75% |
$3.5M - $4.6M
|
4.3K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-16.6K- 15.19% |
$3.64M - $4.78M
|
92.5K
$32.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-17.9K- 63.17% |
$3.94M - $5.17M
|
10.4K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.2K- 8.81% |
$4M - $5.25M
|
188K
$66.7M
|
|
|
Feb 14, 2024
Q4 2023
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-19.1K- 11.78% |
$4.19M - $5.51M
|
143K
$50.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 1.09% |
$4.68M - $6.14M
|
1.94M
$687M
|
|
|
Feb 14, 2024
Q4 2023
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-23.6K- 11.73% |
$5.18M - $6.8M
|
177K
$62.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.9K- 18.47% |
$10.8M - $14.1M
|
216K
$76.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.4K- 20.23% |
$11.3M - $14.8M
|
203K
$71.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71K- 20.68% |
$15.6M - $20.5M
|
273K
$96.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-74.2K- 75.69% |
$16.3M - $21.4M
|
23.8K
$8.46M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.2K- 4.17% |
$18.5M - $24.3M
|
1.94M
$687M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-102K- 81.5% |
$22.5M - $29.5M
|
23.2K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-112K- 40.58% |
$24.5M - $32.2M
|
163K
$57.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-116K- 83.55% |
$25.6M - $33.5M
|
22.9K
$8.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-193K- 76.6% |
$42.5M - $55.8M
|
59K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-331K- 99.58% |
$72.8M - $95.6M
|
1.4K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-954K- 24.22% |
$210M - $275M
|
2.98M
$1.06B
|