Purchases and Sales Made in Q4 2023 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$1.54K - $2.02K
|
7
$2.26K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 3.49% |
$1.32K - $1.73K
|
178
$57.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5+ 4.0% |
$1.1K - $1.44K
|
130
$41.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.76% |
$1.1K - $1.44K
|
79
$25.5K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.1K - $1.44K
|
5
$1.61K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 60.0% |
$660 - $867
|
8
$2.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 100.0% |
$660 - $867
|
6
$1.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 13.04% |
$660 - $867
|
26
$8.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 200.0% |
$440 - $578
|
3
$968
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 5.41% |
$440 - $578
|
39
$12.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$220 - $289
|
1
$323
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.15% |
$220 - $289
|
681
$220K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 5.0% |
$220 - $289
|
21
$6.77K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 12.5% |
$220 - $289
|
7
$2.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 4.17% |
$220 - $289
|
23
$7.42K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.99% |
$440 - $578
|
201
$64.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 3.7% |
$440 - $578
|
52
$16.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4- 0.09% |
$880 - $1.16K
|
4.66K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 13.95% |
$1.32K - $1.73K
|
37
$11.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$1.54K - $2.02K
|
2.25K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8- 0.12% |
$1.76K - $2.31K
|
6.51K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.24% |
$1.76K - $2.31K
|
3.31K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 1.63% |
$2.2K - $2.89K
|
602
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-19- 0.16% |
$4.18K - $5.49K
|
11.9K
$3.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25- 1.9% |
$5.5K - $7.22K
|
1.29K
$417K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-34- 1.78% |
$7.48K - $9.82K
|
1.87K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-35- 2.49% |
$7.7K - $10.1K
|
1.37K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-35- 0.31% |
$7.7K - $10.1K
|
11.4K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46- 5.17% |
$10.1K - $13.3K
|
844
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-47- 3.14% |
$10.3K - $13.6K
|
1.45K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56- 1.7% |
$12.3K - $16.2K
|
3.24K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-65- 3.11% |
$14.3K - $18.8K
|
2.02K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-70- 0.98% |
$15.4K - $20.2K
|
7.1K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 1.44% |
$18.5K - $24.3K
|
5.75K
$1.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-89- 7.4% |
$19.6K - $25.7K
|
1.11K
$359K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-90- 37.34% |
$19.8K - $26K
|
151
$48.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-100- 1.74% |
$22K - $28.9K
|
5.66K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.35% |
$22K - $28.9K
|
7.3K
$2.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-102- 0.84% |
$22.4K - $29.5K
|
12.1K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-110- 0.39% |
$24.2K - $31.8K
|
27.8K
$8.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-111- 16.84% |
$24.4K - $32.1K
|
548
$177K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-113- 12.42% |
$24.9K - $32.6K
|
797
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-115- 1.58% |
$25.3K - $33.2K
|
7.15K
$2.31M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-122- 1.13% |
$26.8K - $35.2K
|
10.7K
$3.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-122- 1.13% |
$26.8K - $35.2K
|
10.7K
$3.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-130- 0.34% |
$28.6K - $37.6K
|
38.3K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-142- 3.18% |
$31.2K - $41K
|
4.33K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-153- 8.91% |
$33.7K - $44.2K
|
1.56K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-169- 1.98% |
$37.2K - $48.8K
|
8.36K
$2.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-188- 15.71% |
$41.4K - $54.3K
|
1.01K
$325K
|