Purchases and Sales Made in Q1 2024 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.01% |
$272 - $311
|
11.9K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 7.69% |
$544 - $621
|
24
$7.74K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 3.92% |
$544 - $621
|
49
$15.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.21% |
$816 - $932
|
1.45K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-6- 0.1% |
$1.63K - $1.86K
|
6.11K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 1.0% |
$1.63K - $1.86K
|
593
$191K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.16% |
$2.18K - $2.49K
|
5.02K
$1.62M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 23.08% |
$2.45K - $2.8K
|
30
$9.68K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 29.73% |
$2.99K - $3.42K
|
26
$8.39K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-12- 0.43% |
$3.26K - $3.73K
|
2.75K
$886K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 86.96% |
$5.44K - $6.21K
|
3
$968
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24- 0.54% |
$6.53K - $7.46K
|
4.4K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-24- 0.29% |
$6.53K - $7.46K
|
8.34K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-25- 4.15% |
$6.8K - $7.77K
|
577
$186K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-31- 0.3% |
$8.43K - $9.63K
|
10.4K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-33- 3.38% |
$8.98K - $10.3K
|
943
$304K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-39- 3.42% |
$10.6K - $12.1K
|
1.1K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42- 4.98% |
$11.4K - $13.1K
|
802
$259K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-45- 5.02% |
$12.2K - $14K
|
851
$275K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-53- 0.86% |
$14.4K - $16.5K
|
6.12K
$1.97M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-55- 5.83% |
$15K - $17.1K
|
888
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-55- 42.31% |
$15K - $17.1K
|
75
$24.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-55- 0.39% |
$15K - $17.1K
|
14K
$4.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-56- 7.3% |
$15.2K - $17.4K
|
711
$229K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-66- 6.19% |
$18K - $20.5K
|
1K
$323K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88- 5.63% |
$23.9K - $27.3K
|
1.48K
$476K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-90- 0.71% |
$24.5K - $28K
|
12.5K
$4.03M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-98- 7.15% |
$26.7K - $30.5K
|
1.27K
$410K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-106- 5.99% |
$28.8K - $32.9K
|
1.67K
$537K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-113- 1.58% |
$30.7K - $35.1K
|
7.04K
$2.27M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-126- 1.11% |
$34.3K - $39.2K
|
11.3K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-145- 1.45% |
$39.4K - $45.1K
|
9.85K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-167- 5.66% |
$45.4K - $51.9K
|
2.78K
$898K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-180- 5.56% |
$49K - $55.9K
|
3.06K
$986K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-189- 8.41% |
$51.4K - $58.7K
|
2.06K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-194- 3.43% |
$52.8K - $60.3K
|
5.46K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-195- 5.66% |
$53K - $60.6K
|
3.25K
$1.05M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 25.0% |
$54.4K - $62.1K
|
600
$194K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-223- 0.93% |
$60.7K - $69.3K
|
23.8K
$7.67M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-224- 1.78% |
$60.9K - $69.6K
|
12.3K
$3.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-232- 1.92% |
$63.1K - $72.1K
|
11.9K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-242- 14.32% |
$65.8K - $75.2K
|
1.45K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-260- 0.55% |
$70.7K - $80.8K
|
47.2K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-300- 4.23% |
$81.6K - $93.2K
|
6.8K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-312- 9.07% |
$84.9K - $97K
|
3.13K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-332- 0.18% |
$90.3K - $103K
|
188K
$60.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-343- 6.11% |
$93.3K - $107K
|
5.27K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-357- 14.24% |
$97.1K - $111K
|
2.15K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-378- 3.22% |
$103K - $117K
|
11.4K
$3.67M
|