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Get Institutions for : 
Morningstar Inc (MORN)  
$299.18 0.86 (0.29%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 347    14
Total shares held : 
 25,120,414  
% of shares held : 
 58.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -903,067  
% of shares held change : 
   -2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $229.53  
Last Quarter's Ending Price : 
 $286.24  
Last Quarter's Average Price : 
 $260.56  
Change from last quarter's     
avg. price to the last closing  : 
38.62 (14.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 417,959
 1.66%
 
Increased Positions :
118
 599,163
 2.39%
 
Unchanged Positions :
68
 248,619
 0.99%
 
Decreased Positions :
128
-1,781,802
-7.09%
 
Closed Positions :
19
-138,387
-0.55%
 
Guru Positions :
1
19,993
 0.08%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BDO Wealth Advisors LLC 943 *Closed 2023-06-30 0 $0 -29
   AdvisorNet Financial Inc 1884 *Closed 2024-03-31 0 $0 -91
   GRADIENT INVESTMENTS LLC 1111 *Closed 2024-03-31 0 $0 -11
   EVOKE WEALTH LLC 444 *Closed 2024-03-31 0 $0 -13,038
   Ergoteles LLC 310 *Closed 2023-09-30 0 $0 -3,427
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5909 *Closed 2024-03-31 0 $0 -4,295
   Advisors Preferred LLC 210 *Closed 2024-03-31 0 $0 -9,336
   Dynamic Technology Lab Private Ltd 1310 *Closed 2024-03-31 0 $0 -953
   ARP AMERICAS LLC 713 *Closed 2024-03-31 0 $0 -3,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3371 *Closed 2024-03-31 0 $0 -39
   Larson Financial Group LLC 1743 *Closed 2024-03-31 0 $0 -23
   VERITABLE LP 372 *Closed 2023-09-30 0 $0 -2,883
   FOSTER DYKEMA CABOT & CO INC/MA 350 *Closed 2023-09-30 0 $0 -13
   Nebula Research & Development LLC 936 *Closed 2024-03-31 0 $0 -2,608
   TORONTO DOMINION BANK 1190 *Closed 2024-03-31 0 $0 -1
   PEAK6 Investments LLC 1150 *Closed 2024-03-31 0 $0 -13,320
   Alamar Capital Management LLC 67 *Closed 2023-12-31 0 $0 -5,841
   Holocene Advisors LP 839 *Closed 2024-03-31 0 $0 -2,970
   MAWER INVESTMENT MANAGEMENT LTD. 111 *Closed 2024-03-31 0 $0 -8,736
   Glassman Wealth Services 1734 *Closed 2024-03-31 0 $0 -2
   West Tower Group LLC 395 *Closed 2024-03-31 0 $0 -19
   Point72 Europe (London) LLP 294 *Closed 2024-03-31 0 $0 -6,136
   ODell Group LLC 406 *Closed 2024-03-31 0 $0 -166
   Teza Capital Management LLC 853 *Closed 2024-03-31 0 $0 -1,553
   Acrisure Capital Management LLC 221 *Closed 2023-06-30 0 $0 -1,081
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 333 *Closed 2024-03-31 0 $0 -1,225
   WOLVERINE TRADING LLC 1548 *Closed 2024-03-31 0 $0 -912
   Altshuler Shaham Ltd 351 *Closed 2024-03-31 0 $0 -66
   GTS SECURITIES LLC 1458 *Closed 2024-03-31 0 $0 -2,035
  29 Records found
  1    
  Page 1 of 1
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