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MORN - Morningstar Inc Stock Price, Fair Value and News
299.78
USD
-0.19
(-0.06%)
Delayed
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MORN
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Funds-Owners-Holders
Which funds bought or sold MORN recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
25,660
2024-05-16
Motley Fool Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
14,785
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
13,579
2024-05-16
Tidal Investments LLC
NEW
Premium
Premium
Premium
Premium
3,913
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
11,378
2024-05-15
AQR CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
10,995
2024-05-15
JANUS HENDERSON GROUP PLC
ADDED
Premium
Premium
Premium
Premium
11,880
2024-05-15
CITADEL ADVISORS LLC
NEW
Premium
Premium
Premium
Premium
108
2024-05-15
GOLDMAN SACHS GROUP INC
ADDED
Premium
Premium
Premium
Premium
213,753
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
814
2024-05-15
SHELTON CAPITAL MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
1,100
2024-05-15
SEGALL BRYANT & HAMILL, LLC
REDUCED
Premium
Premium
Premium
Premium
28,935
2024-05-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
REDUCED
Premium
Premium
Premium
Premium
9,973
2024-05-15
BRADLEY FOSTER & SARGENT INC/CT
UNCHANGED
Premium
Premium
Premium
Premium
3,021
2024-05-15
BAMCO INC /NY/
REDUCED
Premium
Premium
Premium
Premium
1,308,670
2024-05-15
Voya Investment Management LLC
REDUCED
Premium
Premium
Premium
Premium
10,869
2024-05-15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ADDED
Premium
Premium
Premium
Premium
11,756
2024-05-15
TWO SIGMA INVESTMENTS, LP
REDUCED
Premium
Premium
Premium
Premium
6,800
2024-05-15
MILLENNIUM MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
126,064
2024-05-15
ALGERT GLOBAL LLC
ADDED
Premium
Premium
Premium
Premium
17,391
2024-05-15
Graham Capital Management, L.P.
NEW
Premium
Premium
Premium
Premium
2,028
2024-05-15
AMERICAN CAPITAL MANAGEMENT INC
ADDED
Premium
Premium
Premium
Premium
143,256
2024-05-15
Praesidium Investment Management Company, LLC
REDUCED
Premium
Premium
Premium
Premium
140,192
2024-05-15
Altshuler Shaham Ltd
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
All
1–25 of 439
Which funds are the top buyers of MORN?
Fund Name
# Shares
$ Value
% Port.
Select Equity Group, L.P.
2,594,890
800,187,000
2.83%
VANGUARD GROUP INC
2,580,710
795,814,000
0.02%
BlackRock Inc.
2,447,220
754,650,000
0.02%
MORGAN STANLEY
1,936,980
597,306,000
0.05%
BANK OF AMERICA CORP /DE/
1,699,150
523,967,000
0.05%
BAMCO INC /NY/
1,308,670
403,555,000
1.08%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
1,226,820
378,315,000
0.88%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
1,094,680
337,566,000
0.10%
ATLANTA CAPITAL MANAGEMENT CO L L C
1,029,600
218,606,000
0.97%
WELLINGTON MANAGEMENT GROUP LLP
790,041
243,625,000
0.04%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in MORN?
Fund Name
$ Value
% Port.
PELHAM GLOBAL FINANCIALS LTD
17,744,000
22.50%
Praesidium Investment Management Company, LLC
43,231,000
6.38%
Select Equity Group, L.P.
800,187,000
2.83%
Liontrust Investment Partners LLP
126,790,000
1.77%
Kensington Investment Counsel, LLC
3,183,000
1.45%
CRAMER ROSENTHAL MCGLYNN LLC
26,345,600
1.43%
AMERICAN CAPITAL MANAGEMENT INC
44,175,900
1.42%
BARLOW WEALTH PARTNERS, INC.
10,068,000
1.37%
CEERA INVESTMENTS, LLC
3,036,210
1.33%
Covey Capital Advisors, LLC
964,273
1.17%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold MORN
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
M&G Plc
52,293,200
CONFLUENCE INVESTMENT MANAGEMENT LLC
20,985,800
Farmer Steven Patrick
17,910,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
9,070,090
CONGRESS ASSET MANAGEMENT CO /MA
9,062,070
Cubist Systematic Strategies, LLC
7,771,830
Capitolis Liquid Global Markets LLC
5,859,030
ING GROEP NV
4,317,180
Additions
Fund Name
% Increased
SYSTM Wealth Solutions LLC
12,723
MILLENNIUM MANAGEMENT LLC
8,885
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
704
PRINCIPAL SECURITIES, INC.
633
Aquatic Capital Management LLC
600
SG Americas Securities, LLC
506
American Portfolios Advisors
293
Cerity Partners LLC
252
Reductions
Fund Name
% Reduced
Quadrature Capital Ltd
-94.4
ACADIAN ASSET MANAGEMENT LLC
-85.59
AMERIPRISE FINANCIAL INC
-84.77
OSAIC HOLDINGS, INC.
-84.26
Point72 Hong Kong Ltd
-78.09
CAPTRUST FINANCIAL ADVISORS
-76.27
Raymond James Financial Services Advisors, Inc.
-72.41
Schonfeld Strategic Advisors LLC
-66.88
Sold off
Fund Name
$ Sold
NORGES BANK
-85,814,200
EVOKE WEALTH, LLC
-3,732,000
Advisors Preferred, LLC
-2,591,670
Mawer Investment Management Ltd.
-2,500,590
Point72 Europe (London) LLP
-1,756,370
Alamar Capital Management, LLC
-1,368,190
Versor Investments LP
-858,720
Holocene Advisors, LP
-850,133