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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 71.42% |
$501K - $553K
|
678
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.87K- 23.16% |
$553K - $610K
|
6.2K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 38.12% |
$643K - $709K
|
3.53K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-2.27K- 1.17% |
$672K - $741K
|
191K
$61.7M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.38K- 13.31% |
$703K - $775K
|
15.5K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.48K- 6.98% |
$732K - $808K
|
33K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.93K- 5.01% |
$867K - $957K
|
55.5K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.06K- 6.72% |
$906K - $999K
|
42.5K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-4.03K- 9.4% |
$1.19M - $1.32M
|
38.9K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-5.02K- 24.61% |
$1.48M - $1.64M
|
15.4K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.58K- 29.23% |
$1.65M - $1.82M
|
13.5K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.58K- 16.52% |
$1.65M - $1.82M
|
28.2K
$9.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.14K- 3.23% |
$2.7M - $2.98M
|
273K
$88.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-25.1K- 22.83% |
$7.42M - $8.19M
|
84.8K
$27.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-36.7K- 87.04% |
$10.9M - $12M
|
5.47K
$1.76M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.9K- 17.16% |
$12.4M - $13.7M
|
202K
$65.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.9K- 17.16% |
$12.4M - $13.7M
|
202K
$65.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-86K- 7.62% |
$25.4M - $28.1M
|
1.04M
$336M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-675K- 27.73% |
$200M - $220M
|
1.76M
$568M
|