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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-89- 0.69% |
$27.8K - $31.9K
|
12.9K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
970+ 24.37% |
$303K - $348K
|
4.95K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 4.0% |
$3.13K - $3.59K
|
240
$79.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
436+ 63.28% |
$136K - $156K
|
1.13K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 3.14% |
$7.5K - $8.61K
|
788
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-55- 11.65% |
$17.2K - $19.7K
|
417
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60+ 2.51% |
$18.8K - $21.5K
|
2.45K
$809K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 10.0% |
$313 - $359
|
9
$2.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
127+ 12.6% |
$39.7K - $45.6K
|
1.14K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 3.77% |
$625 - $718
|
55
$18.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-9- 0.17% |
$2.81K - $3.23K
|
5.15K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$313 - $359
|
5
$1.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-22- 0.65% |
$6.88K - $7.89K
|
3.34K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
770New |
$241K - $276K
|
770
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.82K+ 5.32% |
$568K - $652K
|
36K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163+ 4.96% |
$50.9K - $58.5K
|
3.45K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.4K- 68.58% |
$436K - $500K
|
639
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
616New |
$193K - $221K
|
616
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-67- 5.88% |
$20.9K - $24K
|
1.07K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
576+ 25.66% |
$180K - $207K
|
2.82K
$930K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 13.08% |
$16.9K - $19.4K
|
467
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 15.79% |
$938 - $1.08K
|
22
$7.26K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-629- 27.86% |
$197K - $226K
|
1.63K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 1.05% |
$4.06K - $4.66K
|
1.25K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
729New |
$228K - $262K
|
729
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
5+ 0.48% |
$1.56K - $1.79K
|
1.05K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-16- 0.81% |
$5K - $5.74K
|
1.95K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5+ 20.0% |
$1.56K - $1.79K
|
30
$9.89K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17- 0.32% |
$5.31K - $6.1K
|
5.29K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
429+ 41.45% |
$134K - $154K
|
1.46K
$483K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-9- 1.15% |
$2.81K - $3.23K
|
772
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$1.56K - $1.79K
|
5
$1.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.83K+ 194.9% |
$883K - $1.01M
|
4.28K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-83- 7.26% |
$25.9K - $29.8K
|
1.06K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$313 - $359
|
1
$330
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
37+ 0.66% |
$11.6K - $13.3K
|
5.63K
$1.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1- 0.14% |
$313 - $359
|
696
$230K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-634- 19.84% |
$198K - $227K
|
2.56K
$845K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.96K+ 3.53% |
$614K - $704K
|
57.5K
$19M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
700New |
$219K - $251K
|
700
$231K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154+ 49.2% |
$48.1K - $55.3K
|
467
$154K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 15.85% |
$12.2K - $14K
|
285
$94K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.04K- 1.61% |
$325K - $373K
|
63.4K
$20.9M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.9K- 17.16% |
$12.4M - $13.7M
|
202K
$66.7M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
603+ 1.87% |
$178K - $197K
|
32.8K
$10.8M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
6.21KNew |
$1.84M - $2.03M
|
6.21K
$2.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29KNew |
$381K - $420K
|
1.29K
$425K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.77KNew |
$524K - $578K
|
1.77K
$584K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-230- 2.73% |
$68K - $75.1K
|
8.19K
$2.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7New |
$2.07K - $2.28K
|
7
$2.31K
|
|