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 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 4.44% |
$9.38K - $10.8K
|
646
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34- 4.23% |
$10.6K - $12.2K
|
769
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-34- 2.64% |
$10.6K - $12.2K
|
1.25K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-35- 0.29% |
$10.9K - $12.6K
|
12.1K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 2.98% |
$11.9K - $13.6K
|
1.24K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-44- 1.03% |
$13.8K - $15.8K
|
4.21K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-45- 0.3% |
$14.1K - $16.1K
|
15.2K
$4.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-48- 0.56% |
$15K - $17.2K
|
8.55K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 1.19% |
$15.6K - $17.9K
|
4.15K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-54- 11.13% |
$16.9K - $19.4K
|
431
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-55- 11.65% |
$17.2K - $19.7K
|
417
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 81.16% |
$17.5K - $20.1K
|
13
$3.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-60- 10.4% |
$18.8K - $21.5K
|
517
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-66- 1.12% |
$20.6K - $23.7K
|
5.82K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-67- 5.88% |
$20.9K - $24K
|
1.07K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-69- 1.15% |
$21.6K - $24.8K
|
5.94K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-76- 93.83% |
$23.8K - $27.3K
|
5
$1.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-79- 3.45% |
$24.7K - $28.3K
|
2.21K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-83- 7.26% |
$25.9K - $29.8K
|
1.06K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-83- 11.72% |
$25.9K - $29.8K
|
625
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-89- 0.69% |
$27.8K - $31.9K
|
12.9K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-91- 0.12% |
$28.4K - $32.6K
|
77.1K
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-93- 36.33% |
$29.1K - $33.4K
|
163
$46.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-98- 3.33% |
$30.6K - $35.2K
|
2.85K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-109- 13.99% |
$34.1K - $39.1K
|
670
$191K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-112- 11.2% |
$35K - $40.2K
|
888
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-112- 9.4% |
$35K - $40.2K
|
1.08K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-112- 1.47% |
$35K - $40.2K
|
7.53K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-113- 2.07% |
$35.3K - $40.5K
|
5.36K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-119- 3.94% |
$37.2K - $42.7K
|
2.91K
$826K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-125- 7.21% |
$39.1K - $44.8K
|
1.61K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-125- 1.29% |
$39.1K - $44.8K
|
9.6K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-131- 5.53% |
$40.9K - $47K
|
2.24K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-135- 2.43% |
$42.2K - $48.4K
|
5.41K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-175- 72.92% |
$54.7K - $62.8K
|
65
$18.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-225- 21.59% |
$70.3K - $80.7K
|
817
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-228- 8.04% |
$71.3K - $81.8K
|
2.61K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-247- 0.94% |
$77.2K - $88.6K
|
26K
$7.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-275- 7.79% |
$86K - $98.7K
|
3.25K
$926K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-290- 2.52% |
$90.6K - $104K
|
11.2K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-295- 2.74% |
$92.2K - $106K
|
10.5K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-313- 2.15% |
$97.8K - $112K
|
14.3K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-366- 3.5% |
$114K - $131K
|
10.1K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-394- 1.72% |
$123K - $141K
|
22.5K
$6.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-394- 3.99% |
$123K - $141K
|
9.49K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-401- 4.31% |
$125K - $144K
|
8.91K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-420- 5.13% |
$131K - $151K
|
7.77K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-432- 13.23% |
$135K - $155K
|
2.83K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-433- 0.03% |
$135K - $155K
|
1.31M
$371M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-447- 0.16% |
$140K - $160K
|
273K
$77.6M
|