Morningstar Institutional Ownership (NASDAQ:MORN)

$158.29
-2.26 (-1.41 %)
(As of 09/22/2019 04:09 AM ET)
Today's Range
$158.22
Now: $158.29
$161.68
50-Day Range
$149.3562
MA: $156.36
$162.07
52-Week Range
$99.67
Now: $158.29
$162.53
Volume162,987 shs
Average Volume86,285 shs
Market Capitalization$6.77 billion
P/E Ratio41.11
Dividend Yield0.70%
Beta0.81

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Institutional Ownership Percentage: 43.98%

Morningstar (NASDAQ MORN) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/29/2019Hancock Whitney Corp3,719$0.54M0.0%-14.6%0.009%
8/26/2019Atria Investments LLC10,368$1.60M0.0%+23.0%0.024%
8/23/2019Treasurer of the State of North Carolina7,880$1.14M0.0%+9.0%0.018%
8/20/2019Empire Life Investments Inc.4,184$0.61M0.0%+2.0%0.010%
8/20/2019Cresset Asset Management LLC1,485$0.22M0.0%+133.1%0.003%
8/20/2019Vestmark Advisory Solutions Inc.2,229$0.32M0.1%+5.8%0.005%
8/17/2019Kayne Anderson Rudnick Investment Management LLC1,739,329$251.58M1.3%-0.4%4.068%
8/17/2019Royal Bank of Canada3,886$0.56M0.0%+10.2%0.009%
8/17/2019HM Payson & Co.2,050$0.30M0.0%N/A0.005%
8/17/2019Ladenburg Thalmann Financial Services Inc.3,019$0.44M0.0%-8.7%0.007%
8/16/2019United Services Automobile Association2,851$0.41M0.0%-37.2%0.007%
8/15/2019California Public Employees Retirement System39,106$5.66M0.0%-14.0%0.091%
8/15/2019Cambridge Investment Research Advisors Inc.1,535$0.22M0.0%N/A0.004%
8/15/2019Pictet Asset Management Ltd.28,348$4.10M0.0%-16.9%0.066%
8/15/2019Nuveen Asset Management LLC112,176$16.23M0.0%N/A0.262%
8/15/2019Townsquare Capital LLC3,144$0.48M0.0%-23.2%0.007%
8/15/2019Victory Capital Management Inc.4,136$0.60M0.0%+519.2%0.010%
8/15/2019UBS Asset Management Americas Inc.22,713$3.29M0.0%-2.9%0.053%
8/14/2019Point72 Hong Kong Ltd417$60K0.0%N/A0.001%
8/14/2019Cubist Systematic Strategies LLC1,661$0.24M0.0%N/A0.004%
8/14/2019Jefferies Group LLC3,468$0.50M0.0%+53.2%0.008%
8/14/2019Marshall Wace LLP74,719$10.81M0.1%+64.1%0.175%
8/14/2019Golden Gate Private Equity Inc.69,500$10.05M3.3%+2.6%0.163%
8/14/2019Morgan Stanley34,281$4.96M0.0%-10.4%0.080%
8/14/2019AQR Capital Management LLC99,959$14.46M0.0%+33.8%0.234%
8/14/2019Man Group plc20,088$2.91M0.0%+7.9%0.047%
8/14/2019Bank of America Corp DE221,485$32.04M0.0%+4.2%0.518%
8/14/2019Zebra Capital Management LLC2,286$0.33M0.2%-19.6%0.005%
8/14/2019Marshall Wace North America L.P.8,244$1.19M0.0%+120.8%0.019%
8/14/2019Invesco Ltd.71,536$10.35M0.0%+291.4%0.167%
8/14/2019Vanguard Group Inc.1,682,328$243.33M0.0%+0.5%3.934%
8/14/2019ETF Managers Group LLC1,495$0.21M0.0%N/A0.003%
8/14/2019Johnson Investment Counsel Inc.9,569$1.38M0.0%-4.8%0.022%
8/14/2019A.R.T. Advisors LLC5,932$0.86M0.0%+165.8%0.014%
8/13/2019Atlanta Capital Management Co. L L C1,699,085$245.76M1.1%-10.2%3.973%
8/13/2019Tower Research Capital LLC TRC 575$83K0.0%N/A0.001%
8/13/2019BlackRock Inc.885,567$128.09M0.0%+8.5%2.071%
8/13/2019US Bancorp DE17,488$2.53M0.0%-7.7%0.041%
8/13/2019HighTower Advisors LLC2,634$0.37M0.0%N/A0.006%
8/13/2019AXA11,700$1.69M0.0%-30.8%0.027%
8/13/2019APG Asset Management N.V.59,800$7.60M0.0%-42.7%0.140%
8/13/2019Parametric Portfolio Associates LLC148,579$21.49M0.0%-8.2%0.347%
8/13/2019Pictet Asset Management Ltd.28,348$4.10M0.0%-16.9%0.066%
8/13/2019Northern Trust Corp190,243$27.52M0.0%+2.3%0.445%
8/13/2019Nicholas Company Inc.55,915$8.09M0.2%-0.1%0.131%
8/13/2019Neuburgh Advisers LLC646$94K0.0%-9.5%0.002%
8/12/2019Public Employees Retirement System of Ohio32,255$4.67M0.0%-12.7%0.075%
8/12/2019Tiverton Asset Management LLC2,812$0.41M0.0%-13.2%0.007%
8/12/2019Pekin Hardy Strauss Inc.2,487$0.36M0.1%+3.6%0.006%
8/12/2019Resources Investment Advisors LLC.450$65K0.0%N/A0.001%
8/12/2019Renaissance Technologies LLC643,770$93.12M0.1%-7.5%1.505%
8/12/2019Bank of New York Mellon Corp219,592$31.76M0.0%+114.2%0.514%
8/12/2019Quantamental Technologies LLC1,320$0.19M0.1%N/A0.003%
8/12/2019M&T Bank Corp8,613$1.25M0.0%+5.3%0.020%
8/12/2019Capital Fund Management S.A.4,600$0.67M0.0%+4.5%0.011%
8/10/2019Charles Schwab Investment Management Inc.182,114$26.34M0.0%+8.2%0.426%
8/10/2019Oppenheimer & Co. Inc.2,236$0.32M0.0%-5.5%0.005%
8/9/2019Bank of Montreal Can20,619$2.98M0.0%+1.0%0.048%
8/9/2019Russell Investments Group Ltd.70,019$10.13M0.0%-11.3%0.164%
8/8/2019Allianz Asset Management GmbH2,308$0.33M0.0%+3.2%0.005%
8/7/2019Bridges Investment Management Inc.1,780$0.26M0.0%N/A0.004%
8/7/2019Miracle Mile Advisors LLC27,145$3.93M0.3%+14.8%0.063%
8/7/2019Commerce Bank2,965$0.43M0.0%+39.9%0.007%
8/7/2019JPMorgan Chase & Co.681,154$97.56M0.0%+1.7%1.593%
8/6/2019Wells Fargo & Company MN299,105$43.26M0.0%-0.5%0.699%
8/6/2019Stone Ridge Asset Management LLC14,569$2.11M0.1%+2.1%0.034%
8/6/2019Mawer Investment Management Ltd.483,300$69.91M0.5%+24.8%1.130%
8/5/2019Farr Miller & Washington LLC DC3,620$0.52M0.0%+3.1%0.008%
8/5/2019CIBC Asset Management Inc1,500$0.22M0.0%N/A0.004%
8/5/2019State Board of Administration of Florida Retirement System29,150$4.22M0.0%-4.3%0.068%
8/5/2019Eagle Asset Management Inc.300,929$43.53M0.2%+0.9%0.704%
8/2/2019Yorktown Management & Research Co Inc6,233$0.90M0.3%+6.9%0.015%
8/2/2019Swiss National Bank35,700$5.16M0.0%+2.0%0.083%
8/2/2019Comerica Bank1,551$0.24M0.0%-5.1%0.004%
8/2/2019Envestnet Asset Management Inc.16,268$2.35M0.0%-2.2%0.038%
8/1/2019Eagle Ridge Investment Management1,600$0.23M0.0%-20.0%0.004%
8/1/2019Stanley Laman Group Ltd.1,872$0.27M0.1%N/A0.004%
8/1/2019Advisory Services Network LLC3,407$0.49M0.0%+13.8%0.008%
7/31/2019CIBC Private Wealth Group LLC1,488$0.22M0.0%N/A0.003%
7/31/2019Advisor Group Inc.1,892$0.27M0.0%-5.2%0.004%
7/30/2019Aperio Group LLC23,035$3.33M0.0%+0.9%0.054%
7/30/2019BNP Paribas Arbitrage SA20,089$2.91M0.0%-21.1%0.047%
7/30/2019First Trust Advisors LP63,769$9.22M0.0%-17.8%0.149%
7/30/2019Fisher Asset Management LLC38,530$5.57M0.0%+32.7%0.090%
6/30/2019SG Americas Securities LLC921$0.13M0.0%-71.1%0.002%
6/30/2019Bank of Stockton3,480$0.50M0.3%+23.0%0.008%
6/30/2019Quantitative Systematic Strategies LLC2,002$0.29M0.1%N/A0.005%
6/30/2019BTIM Corp.135,137$19.55M0.3%-1.2%0.317%
6/30/2019First Quadrant L P CA11,339$1.64M0.1%N/A0.027%
6/30/2019Confluence Investment Management LLC124,498$18.01M0.3%-1.2%0.292%
6/30/2019Huntington National Bank1,064$0.15M0.0%+13.4%0.002%
6/30/2019Robeco Institutional Asset Management B.V.9,995$1.44M0.0%-36.0%0.023%
6/30/2019Copeland Capital Management LLC144,126$20.85M1.2%-10.2%0.338%
6/30/2019Bessemer Group Inc.3,941$0.57M0.0%+266.6%0.009%
6/30/2019Machina Capital S.A.S.1,310$0.19M0.1%N/A0.003%
6/30/2019Eqis Capital Management Inc.1,919$0.28M0.0%-6.9%0.004%
6/30/2019Hollencrest Capital Management1,483$0.21M0.0%N/A0.003%
6/30/2019Navellier & Associates Inc2,124$0.31M0.0%-3.1%0.005%
6/30/2019YHB Investment Advisors Inc.22,305$3.23M0.5%-4.2%0.052%
6/30/2019Welch & Forbes LLC21,463$3.10M0.1%-3.2%0.050%
(Data available from 1/1/2016 forward)
This page was last updated on 9/22/2019 by MarketBeat.com Staff

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