Purchases and Sales Made in Q4 2024 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
78.6KNew |
$24.6M - $28.2M
|
78.6K
$25.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49KNew |
$15.3M - $17.6M
|
49K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.2KNew |
$5.37M - $6.17M
|
17.2K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.42K+ 17.82% |
$2.32M - $2.66M
|
49K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
4.86KNew |
$1.52M - $1.75M
|
4.86K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.3K+ 6.98% |
$1.34M - $1.54M
|
65.9K
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.83K+ 194.9% |
$883K - $1.01M
|
4.28K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.43K+ 1.27% |
$760K - $872K
|
194K
$63.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.09KNew |
$652K - $748K
|
2.09K
$680K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.96K+ 3.53% |
$614K - $704K
|
57.5K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.82K+ 5.32% |
$568K - $652K
|
36K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.54KNew |
$481K - $553K
|
1.54K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$434K - $499K
|
1.39K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.26KNew |
$393K - $451K
|
1.26K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.08K+ 50.14% |
$339K - $389K
|
3.25K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
970+ 24.37% |
$303K - $348K
|
4.95K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
783+ 4.94% |
$245K - $281K
|
16.6K
$5.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
782New |
$244K - $281K
|
782
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
770New |
$241K - $276K
|
770
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
738+ 12.14% |
$231K - $265K
|
6.82K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
729New |
$228K - $262K
|
729
$238K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
700New |
$219K - $251K
|
700
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
659+ 3.09% |
$206K - $236K
|
22K
$7.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
635New |
$198K - $228K
|
635
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
623+ 69.3% |
$195K - $224K
|
1.52K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
616New |
$193K - $221K
|
616
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
610New |
$191K - $219K
|
610
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
579+ 43.34% |
$181K - $208K
|
1.92K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
576+ 25.66% |
$180K - $207K
|
2.82K
$921K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
472+ 12.38% |
$148K - $169K
|
4.28K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
436+ 63.28% |
$136K - $156K
|
1.13K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
429+ 41.45% |
$134K - $154K
|
1.46K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 6.7% |
$125K - $144K
|
6.37K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
399+ 3.09% |
$125K - $143K
|
13.3K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
361New |
$113K - $130K
|
361
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
303+ 3.42% |
$94.7K - $109K
|
9.17K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
272+ 25.71% |
$85K - $97.6K
|
1.33K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
244+ 29.43% |
$76.3K - $87.5K
|
1.07K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
171+ 0.68% |
$53.4K - $61.4K
|
25.3K
$8.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163+ 4.96% |
$50.9K - $58.5K
|
3.45K
$1.12M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154+ 49.2% |
$48.1K - $55.3K
|
467
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
127+ 12.6% |
$39.7K - $45.6K
|
1.14K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$37.5K - $43.1K
|
120
$39.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
102+ 0.64% |
$31.9K - $36.6K
|
16.1K
$5.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
91+ 1.94% |
$28.4K - $32.6K
|
4.79K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
80+ 12.8% |
$25K - $28.7K
|
705
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
69+ 0.86% |
$21.6K - $24.8K
|
8.07K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
68+ 5.4% |
$21.3K - $24.4K
|
1.33K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
66+ 0.2% |
$20.6K - $23.7K
|
32.9K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
65+ 2.6% |
$20.3K - $23.3K
|
2.56K
$837K
|