Purchases and Sales Made in Q2 2023 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 9.9% |
$1.72K - $2.09K
|
91
$29.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12- 0.1% |
$2.06K - $2.51K
|
11.9K
$3.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 27.27% |
$3.61K - $4.39K
|
56
$18.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-24- 6.98% |
$4.13K - $5.02K
|
320
$103K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-26- 0.11% |
$4.47K - $5.44K
|
24.7K
$7.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-35- 9.33% |
$6.02K - $7.32K
|
340
$110K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-45- 12.61% |
$7.74K - $9.41K
|
312
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-54- 4.15% |
$9.29K - $11.3K
|
1.25K
$403K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 4.99% |
$9.63K - $11.7K
|
1.07K
$344K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 4.99% |
$9.63K - $11.7K
|
1.07K
$344K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-65- 2.86% |
$11.2K - $13.6K
|
2.21K
$711K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-81- 1.8% |
$13.9K - $16.9K
|
4.43K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-84- 7.2% |
$14.5K - $17.6K
|
1.08K
$349K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-94- 32.08% |
$16.2K - $19.7K
|
199
$64.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 21.19% |
$17.2K - $20.9K
|
372
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 2.26% |
$17.2K - $20.9K
|
4.33K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-110- 0.88% |
$18.9K - $23K
|
12.5K
$4.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-116- 3.87% |
$20K - $24.3K
|
2.88K
$930K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-118- 26.64% |
$20.3K - $24.7K
|
325
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 13.3% |
$22.9K - $27.8K
|
867
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-145- 2.2% |
$24.9K - $30.3K
|
6.46K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-167- 0.88% |
$28.7K - $34.9K
|
18.9K
$6.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-180- 2.6% |
$31K - $37.6K
|
6.76K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 40.0% |
$34.4K - $41.8K
|
300
$96.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 20.0% |
$34.4K - $41.8K
|
800
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-208- 2.82% |
$35.8K - $43.5K
|
7.17K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-214- 3.45% |
$36.8K - $44.7K
|
6K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-244- 2.99% |
$42K - $51K
|
7.91K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-249- 15.61% |
$42.8K - $52.1K
|
1.35K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-261- 8.66% |
$44.9K - $54.6K
|
2.75K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-267- 2.64% |
$45.9K - $55.8K
|
9.83K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-298- 1.12% |
$51.3K - $62.3K
|
26.3K
$8.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-330- 4.38% |
$56.8K - $69K
|
7.21K
$2.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-337- 5.6% |
$58K - $70.5K
|
5.69K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-352- 12.63% |
$60.6K - $73.6K
|
2.43K
$785K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-392- 0.94% |
$67.4K - $82K
|
41.3K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-491- 7.66% |
$84.5K - $103K
|
5.92K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-529- 0.97% |
$91K - $111K
|
53.8K
$17.4M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-590- 1.86% |
$101K - $123K
|
31.1K
$10M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-681- 12.45% |
$117K - $142K
|
4.79K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-689- 3.34% |
$119K - $144K
|
19.9K
$6.42M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-724- 5.8% |
$125K - $151K
|
11.8K
$3.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-724- 5.8% |
$125K - $151K
|
11.8K
$3.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-918- 2.63% |
$158K - $192K
|
33.9K
$10.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-926- 1.44% |
$159K - $194K
|
63.4K
$20.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.06K- 22.39% |
$183K - $222K
|
3.68K
$1.19M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.08K- 9.22% |
$186K - $226K
|
10.7K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.2K- 2.16% |
$206K - $250K
|
54.1K
$17.5M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 25.42% |
$227K - $276K
|
3.88K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.5K- 8.88% |
$258K - $314K
|
15.4K
$4.97M
|