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 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.9K- 40.49% |
$4.04M - $4.64M
|
19K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-15.5K- 10.77% |
$4.86M - $5.58M
|
129K
$36.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-16K- 50.15% |
$5M - $5.74M
|
15.9K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-16.3K- 2.38% |
$5.1M - $5.85M
|
669K
$190M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.6K- 0.95% |
$6.13M - $7.04M
|
2.06M
$585M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-20.6K- 10.77% |
$6.44M - $7.39M
|
171K
$48.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-35.7K- 86.21% |
$11.2M - $12.8M
|
5.71K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-67.9K- 6.51% |
$21.2M - $24.4M
|
975K
$277M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-185K- 15.43% |
$57.9M - $66.5M
|
1.02M
$289M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-192K- 99.62% |
$60M - $68.9M
|
728
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-207K- 41.9% |
$64.8M - $74.4M
|
288K
$81.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-253K- 16.27% |
$79.2M - $90.9M
|
1.3M
$371M
|
|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-385K- 21.88% |
$120M - $138M
|
1.37M
$391M
|