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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-58- 0.56% |
$14.8K - $18.2K
|
10.3K
$2.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-390- 4.42% |
$99.6K - $122K
|
8.43K
$2.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.1K- 1.34% |
$7.18M - $8.83M
|
2.07M
$535M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 44.7% |
$3.49M - $4.29M
|
44.3K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.14K- 82.61% |
$1.31M - $1.61M
|
1.08K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.35K- 6.21% |
$346K - $425K
|
20.5K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.43K- 5.11% |
$620K - $762K
|
45.1K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
47.5K+ 41.99% |
$12.1M - $14.9M
|
161K
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.44KNew |
$1.13M - $1.39M
|
4.44K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-19.4K- 2.93% |
$4.96M - $6.1M
|
645K
$167M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-3- 3.7% |
$766 - $942
|
78
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
852+ 39.39% |
$218K - $267K
|
3.02K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
20.8KNew |
$5.31M - $6.53M
|
20.8K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.18K- 21.23% |
$300K - $369K
|
4.37K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.23K- 10.03% |
$313K - $385K
|
11K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.34K+ 135.81% |
$1.11M - $1.36M
|
7.53K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.1K+ 55.0% |
$281K - $345K
|
3.1K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
868+ 56.29% |
$222K - $272K
|
2.41K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Tribune Investment Group LP
New York, NY |
SELL
|
- |
-8K- 22.22% |
$2.04M - $2.51M
|
28K
$7.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-168- 2.67% |
$42.9K - $52.7K
|
6.13K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16- 20.51% |
$4.08K - $5.02K
|
62
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-126- 39.25% |
$32.2K - $39.6K
|
195
$50.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-118- 2.45% |
$30.1K - $37K
|
4.7K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-192- 4.34% |
$49K - $60.3K
|
4.23K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.77K- 10.62% |
$453K - $557K
|
14.9K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.1K+ 39.43% |
$1.3M - $1.6M
|
18K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-150- 12.45% |
$38.3K - $47.1K
|
1.06K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
135+ 0.42% |
$34.5K - $42.4K
|
32.2K
$8.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.7K- 11.2% |
$435K - $535K
|
13.5K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
92New |
$23.5K - $28.9K
|
92
$23.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
701New |
$179K - $220K
|
701
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.86KNew |
$1.24M - $1.53M
|
4.86K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-128- 8.21% |
$32.7K - $40.2K
|
1.43K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.3% |
$255 - $314
|
78
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.43KNew |
$366K - $450K
|
1.43K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.83K- 76.95% |
$1.23M - $1.52M
|
1.45K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
660New |
$169K - $207K
|
660
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 45.17% |
$12.1M - $14.9M
|
57.7K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
8.12K+ 525.03% |
$2.07M - $2.55M
|
9.66K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
861New |
$220K - $270K
|
861
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
51.4K+ 58.81% |
$13.1M - $16.2M
|
139K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-127- 1.8% |
$32.4K - $39.9K
|
6.93K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
157+ 5.32% |
$40.1K - $49.3K
|
3.11K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-65.8K- 7.74% |
$16.8M - $20.7M
|
784K
$203M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-850- 6.27% |
$217K - $267K
|
12.7K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
990New |
$253K - $311K
|
990
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$457K - $562K
|
1.79K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
437New |
$112K - $137K
|
437
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31K+ 1.55% |
$335K - $412K
|
85.8K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.15K- 30.69% |
$548K - $674K
|
4.85K
$1.25M
|