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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
145+ 2.33% |
$45.3K - $52K
|
6.36K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
138+ 8.83% |
$43.1K - $49.5K
|
1.7K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
127+ 12.6% |
$39.7K - $45.6K
|
1.14K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$37.5K - $43.1K
|
120
$34.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
119New |
$37.2K - $42.7K
|
119
$33.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
116+ 0.28% |
$36.3K - $41.6K
|
42.1K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
111New |
$34.7K - $39.8K
|
111
$31.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
106+ 64.24% |
$33.1K - $38K
|
271
$77.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
102+ 0.64% |
$31.9K - $36.6K
|
16.1K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
102+ 3.48% |
$31.9K - $36.6K
|
3.03K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
91+ 1.94% |
$28.4K - $32.6K
|
4.79K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
87+ 7.4% |
$27.2K - $31.2K
|
1.26K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.69% |
$25K - $28.7K
|
11.7K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
80+ 12.8% |
$25K - $28.7K
|
705
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
69+ 0.86% |
$21.6K - $24.8K
|
8.07K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
68+ 5.4% |
$21.3K - $24.4K
|
1.33K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
67+ 0.63% |
$20.9K - $24K
|
10.7K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
66+ 0.2% |
$20.6K - $23.7K
|
32.9K
$9.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
65+ 2.6% |
$20.3K - $23.3K
|
2.56K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60+ 2.51% |
$18.8K - $21.5K
|
2.45K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
59+ 1180.0% |
$18.4K - $21.2K
|
64
$18.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
58+ 6.97% |
$18.1K - $20.8K
|
890
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
56+ 0.83% |
$17.5K - $20.1K
|
6.81K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 13.08% |
$16.9K - $19.4K
|
467
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
53+ 14.6% |
$16.6K - $19K
|
416
$118K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 178.57% |
$15.6K - $17.9K
|
78
$22.2K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
46+ 49.46% |
$14.4K - $16.5K
|
139
$39.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
42+ 2.39% |
$13.1K - $15.1K
|
1.8K
$511K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 15.85% |
$12.2K - $14K
|
285
$81.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
37+ 0.45% |
$11.6K - $13.3K
|
8.3K
$2.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
37+ 0.66% |
$11.6K - $13.3K
|
5.63K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
37+ 1.27% |
$11.6K - $13.3K
|
2.95K
$838K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 2.3% |
$10.9K - $12.6K
|
1.56K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35+ 3.06% |
$10.9K - $12.6K
|
1.18K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 15.66% |
$8.13K - $9.33K
|
192
$54.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 3.14% |
$7.5K - $8.61K
|
788
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
21New |
$6.56K - $7.53K
|
21
$5.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
18+ 0.3% |
$5.63K - $6.46K
|
5.97K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
18New |
$5.63K - $6.46K
|
18
$5.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17+ 1.52% |
$5.31K - $6.1K
|
1.14K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.28% |
$5.31K - $6.1K
|
6.01K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 12.61% |
$4.38K - $5.02K
|
125
$35.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 1.05% |
$4.06K - $4.66K
|
1.25K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12New |
$3.75K - $4.31K
|
12
$3.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11New |
$3.44K - $3.95K
|
11
$3.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10+ 1.31% |
$3.13K - $3.59K
|
775
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 39.13% |
$2.81K - $3.23K
|
32
$9.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7New |
$2.19K - $2.51K
|
7
$1.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
7+ 58.33% |
$2.19K - $2.51K
|
19
$5.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5+ 20.0% |
$1.56K - $1.79K
|
30
$8.53K
|