Latest Institutional Transactions on Morningstar, Inc. (MORN)
This table provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.02K - $1.26K
|
4
$1.13K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98+ 7.57% |
$25K - $30.8K
|
1.39K
$394K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$8.94K - $11K
|
35
$9.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
132+ 12.58% |
$33.7K - $41.4K
|
1.18K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.28K+ 110.71% |
$327K - $402K
|
2.44K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.8K- 10.42% |
$2.75M - $3.38M
|
92.6K
$26.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-92- 2.13% |
$23.5K - $28.9K
|
4.23K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
36New |
$9.19K - $11.3K
|
36
$10.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
199+ 7.13% |
$50.8K - $62.5K
|
2.99K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-30- 3.81% |
$7.66K - $9.42K
|
758
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-52- 35.86% |
$13.3K - $16.3K
|
93
$26.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-63- 2.31% |
$16.1K - $19.8K
|
2.67K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-754- 22.97% |
$193K - $237K
|
2.53K
$715K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-380- 0.67% |
$97K - $119K
|
56.4K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 2.63% |
$255 - $314
|
37
$10.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
4.2K+ 7.46% |
$1.07M - $1.32M
|
60.4K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 14.53% |
$13.3K - $16.3K
|
410
$116K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.32K+ 15.23% |
$592K - $728K
|
17.6K
$4.97M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
180New |
$46K - $56.5K
|
180
$50.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-58- 14.54% |
$14.8K - $18.2K
|
341
$96.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$511 - $628
|
3
$848
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-514- 7.52% |
$131K - $161K
|
6.32K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
576+ 44.65% |
$147K - $181K
|
1.87K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-923- 11.06% |
$236K - $290K
|
7.43K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 7.14% |
$255 - $314
|
13
$3.68K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
92+ 5.65% |
$23.5K - $28.9K
|
1.72K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 11.11% |
$511 - $628
|
20
$5.66K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 50.0% |
$1.02K - $1.26K
|
12
$3.39K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6- 0.63% |
$1.53K - $1.88K
|
949
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-48- 9.98% |
$12.3K - $15.1K
|
433
$122K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.52K+ 12.31% |
$388K - $477K
|
13.9K
$3.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$2.55K - $3.14K
|
10
$2.83K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-4- 0.59% |
$1.02K - $1.26K
|
670
$189K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
105KNew |
$26.9M - $33.1M
|
105K
$29.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
156+ 30.23% |
$39.8K - $49K
|
672
$190K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.94% |
$3.06K - $3.77K
|
396
$112K
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.6K+ 27.06% |
$1.68M - $2.07M
|
31K
$8.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-705- 5.47% |
$180K - $221K
|
12.2K
$3.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62K+ 90.07% |
$414K - $510K
|
3.43K
$969K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
75+ 1.28% |
$19.1K - $23.5K
|
5.94K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9- 0.5% |
$2.3K - $2.83K
|
1.79K
$507K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
669New |
$171K - $210K
|
669
$189K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
59+ 590.0% |
$15.1K - $18.5K
|
69
$19.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2New |
$511 - $628
|
2
$566
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3+ 0.44% |
$766 - $942
|
681
$193K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
146+ 12.36% |
$37.3K - $45.8K
|
1.33K
$375K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.99% |
$2.04K - $2.51K
|
819
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148+ 46.54% |
$37.8K - $46.5K
|
466
$132K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
730New |
$186K - $229K
|
730
$206K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 1.81% |
$287K - $353K
|
61K
$17.2M
|