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Get Institutions for : 
Morningstar Inc (MORN)  
$299.16 3.22 (1.09%) as of 4:30 Thu 5/9


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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  : 
38.60 (14.81%)  




 
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
22,955
 0.09%
 
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
   GUGGENHEIM CAPITAL LLC 1871 *Closed 2023-12-31 0 $0 -1,351
   2Xideas AG 53 *Closed 2023-12-31 0 $0 -54,634
   GRADIENT INVESTMENTS LLC 1111 *Closed 2024-03-31 0 $0 -11
   MARSHALL WACE LLP 1822 *Closed 2023-12-31 0 $0 -8,000
   Milestone Investment Advisors LLC 190 *Closed 2023-12-31 0 $0 -96
   Ergoteles LLC 310 *Closed 2023-09-30 0 $0 -3,427
   JACOBS LEVY EQUITY MANAGEMENT INC 1039 *Closed 2023-12-31 0 $0 -1,579
   BAKER AVENUE ASSET MANAGEMENT, LP 854 *Closed 2023-12-31 0 $0 -2
   EARNEST PARTNERS LLC 546 *Closed 2023-12-31 0 $0 -100
   BRIDGEWAY CAPITAL MANAGEMENT INC 1378 *Closed 2023-12-31 0 $0 -10,440
   Larson Financial Group LLC *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
   Hartland & Co. LLC 1590 *Closed 2023-12-31 0 $0 -5
   Alamar Capital Management LLC 67 *Closed 2023-12-31 0 $0 -5,841
   Glassman Wealth Services 1734 *Closed 2024-03-31 0 $0 -2
   CITADEL ADVISORS LLC 6256 *Closed 2023-12-31 0 $0 -6,433
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1137 *Closed 2023-12-31 0 $0 -50,000
   Crewe Advisors LLC 632 *Closed 2023-12-31 0 $0 -1
   Connectus Wealth LLC 523 *Closed 2023-12-31 0 $0 -1,517
   Acrisure Capital Management LLC 221 *Closed 2023-06-30 0 $0 -1,081
   PEKIN SINGER STRAUSS ASSET MANAGEMENT *Closed 2024-03-31 0 $0 -1,225
   Quarry LP 1436 *Closed 2023-12-31 0 $0 -128
  25 Records found
  1    
  Page 1 of 1
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