Purchases and Sales Made in Q3 2024 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-176- 1.09% |
$52.1K - $57.4K
|
16K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-215- 19.3% |
$63.6K - $70.2K
|
899
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-216- 12.85% |
$63.9K - $70.5K
|
1.47K
$473K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-221- 7.53% |
$65.4K - $72.1K
|
2.71K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-222- 7.26% |
$65.7K - $72.4K
|
2.84K
$915K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-230- 2.73% |
$68K - $75.1K
|
8.19K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-232- 1.0% |
$68.6K - $75.7K
|
22.9K
$7.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-246- 0.42% |
$72.8K - $80.3K
|
58.2K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-261- 2.44% |
$77.2K - $85.2K
|
10.4K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-270- 0.14% |
$79.9K - $88.1K
|
194K
$62.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-315- 2.33% |
$93.2K - $103K
|
13.2K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-343- 1.38% |
$101K - $112K
|
24.5K
$7.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-347- 2.32% |
$103K - $113K
|
14.6K
$4.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-387- 35.7% |
$114K - $126K
|
697
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-389- 20.32% |
$115K - $127K
|
1.53K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-396- 2.6% |
$117K - $129K
|
14.8K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-421- 2.24% |
$125K - $137K
|
18.3K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-424- 9.18% |
$125K - $138K
|
4.2K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-425- 6.53% |
$126K - $139K
|
6.08K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-430- 0.6% |
$127K - $140K
|
71.5K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-448- 38.92% |
$133K - $146K
|
703
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-454- 23.44% |
$134K - $148K
|
1.48K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-457- 1.08% |
$135K - $149K
|
42K
$13.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-488- 4.73% |
$144K - $159K
|
9.82K
$3.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-500- 0.91% |
$148K - $163K
|
54.2K
$17.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-500- 4.28% |
$148K - $163K
|
11.2K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-543- 0.84% |
$161K - $177K
|
64.4K
$20.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-544- 13.93% |
$161K - $178K
|
3.36K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-574- 4.85% |
$170K - $187K
|
11.3K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-592- 0.41% |
$175K - $193K
|
144K
$46.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-633- 4.66% |
$187K - $207K
|
13K
$4.18M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-674- 6.33% |
$199K - $220K
|
9.97K
$3.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-695- 7.73% |
$206K - $227K
|
8.29K
$2.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-740- 11.99% |
$219K - $241K
|
5.43K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-745- 6.48% |
$220K - $243K
|
10.8K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-800- 6.04% |
$237K - $261K
|
12.4K
$4.01M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-800- 6.04% |
$237K - $261K
|
12.4K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-823- 3.04% |
$243K - $269K
|
26.2K
$8.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-855- 9.38% |
$253K - $279K
|
8.26K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-924- 9.03% |
$273K - $302K
|
9.31K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.05K- 9.57% |
$309K - $341K
|
9.88K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.09K- 22.9% |
$323K - $356K
|
3.67K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.15K- 8.99% |
$341K - $377K
|
11.7K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 34.29% |
$355K - $392K
|
2.3K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.25K- 1.39% |
$370K - $409K
|
88.6K
$28.6M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.3K- 2.64% |
$385K - $425K
|
48.1K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.35K- 0.1% |
$399K - $440K
|
1.31M
$421M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.35K- 8.2% |
$399K - $441K
|
15.1K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.43K- 6.45% |
$422K - $465K
|
20.7K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.59K- 62.51% |
$470K - $519K
|
953
$307K
|