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
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-490- 1.86% |
$153K - $176K
|
25.8K
$7.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-509- 0.87% |
$159K - $183K
|
57.7K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-517- 70.34% |
$162K - $185K
|
218
$62K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-525- 5.35% |
$164K - $188K
|
9.3K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-582- 4.68% |
$182K - $209K
|
11.9K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-598- 3.96% |
$187K - $215K
|
14.5K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-629- 27.86% |
$197K - $226K
|
1.63K
$463K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-634- 19.84% |
$198K - $227K
|
2.56K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-672- 24.16% |
$210K - $241K
|
2.11K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-734- 3.0% |
$229K - $263K
|
23.7K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-801- 23.02% |
$250K - $287K
|
2.68K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-877- 37.64% |
$274K - $315K
|
1.45K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-923- 1.3% |
$288K - $331K
|
70.1K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-977- 3.05% |
$305K - $351K
|
31.1K
$8.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-1K- 40.1% |
$313K - $359K
|
1.49K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.02K- 9.1% |
$318K - $365K
|
10.2K
$2.89M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.04K- 1.61% |
$325K - $373K
|
63.4K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.2K- 12.03% |
$375K - $430K
|
8.77K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.4K- 68.58% |
$436K - $500K
|
639
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.41K- 89.24% |
$441K - $506K
|
170
$48.4K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 9.69% |
$469K - $538K
|
14K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.52K- 13.47% |
$474K - $545K
|
9.76K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.54K- 66.94% |
$481K - $552K
|
760
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.57K- 1.77% |
$490K - $563K
|
87K
$24.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.6K- 41.48% |
$500K - $574K
|
2.26K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.63K- 1.52% |
$509K - $585K
|
105K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.69K- 26.75% |
$528K - $606K
|
4.63K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.72K- 56.78% |
$538K - $618K
|
1.31K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.77K- 16.17% |
$552K - $633K
|
9.15K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-2.29K- 36.96% |
$716K - $822K
|
3.91K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.55K- 30.14% |
$795K - $913K
|
5.9K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.64K- 19.76% |
$824K - $946K
|
10.7K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.7K- 3.06% |
$844K - $969K
|
85.7K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.24K- 6.73% |
$1.01M - $1.16M
|
44.8K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-3.64K- 23.71% |
$1.14M - $1.31M
|
11.7K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 62.49% |
$1.19M - $1.37M
|
2.29K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.83K- 8.99% |
$1.2M - $1.37M
|
38.7K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4K- 60.63% |
$1.25M - $1.43M
|
2.6K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.82K- 9.43% |
$1.51M - $1.73M
|
46.2K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.06K- 24.47% |
$1.58M - $1.81M
|
15.6K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.28K- 28.94% |
$1.65M - $1.9M
|
13K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.39K- 54.2% |
$1.68M - $1.93M
|
4.55K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.61K- 15.28% |
$1.75M - $2.01M
|
31.1K
$8.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-5.87K- 0.84% |
$1.83M - $2.11M
|
690K
$196M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-7.6K- 73.1% |
$2.38M - $2.73M
|
2.8K
$796K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.28K- 60.12% |
$2.59M - $2.97M
|
5.49K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-8.71K- 8.82% |
$2.72M - $3.12M
|
90.1K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.5K- 5.68% |
$3.59M - $4.12M
|
191K
$54.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-11.8K- 92.32% |
$3.68M - $4.22M
|
979
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.7K- 10.77% |
$3.97M - $4.56M
|
105K
$30M
|