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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
603+ 1.87% |
$178K - $197K
|
32.8K
$11.2M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
6.21KNew |
$1.84M - $2.03M
|
6.21K
$2.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.29KNew |
$381K - $420K
|
1.29K
$438K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.77KNew |
$524K - $578K
|
1.77K
$603K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-230- 2.73% |
$68K - $75.1K
|
8.19K
$2.79M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7New |
$2.07K - $2.28K
|
7
$2.38K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-39- 0.44% |
$11.5K - $12.7K
|
8.87K
$3.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-488- 4.73% |
$144K - $159K
|
9.82K
$3.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.75K+ 19.92% |
$814K - $898K
|
16.6K
$5.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
244+ 2.35% |
$72.2K - $79.6K
|
10.6K
$3.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-740- 11.99% |
$219K - $241K
|
5.43K
$1.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
281+ 7.03% |
$83.1K - $91.7K
|
4.28K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.34K+ 7.88% |
$692K - $764K
|
32.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 34.29% |
$355K - $392K
|
2.3K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-745- 6.48% |
$220K - $243K
|
10.8K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
914New |
$270K - $298K
|
914
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
269+ 61.0% |
$79.6K - $87.8K
|
710
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.35K- 0.1% |
$399K - $440K
|
1.31M
$444M
|
|
|
Nov 14, 2024
Q3 2024
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-215- 19.3% |
$63.6K - $70.2K
|
899
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-343- 1.38% |
$101K - $112K
|
24.5K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
237+ 1.67% |
$70.1K - $77.3K
|
14.4K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-448- 38.92% |
$133K - $146K
|
703
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-396- 2.6% |
$117K - $129K
|
14.8K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.58% |
$1.18K - $1.31K
|
688
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.3K+ 2.79% |
$16.7M - $18.4M
|
2.08M
$707M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30K+ 1.97% |
$8.87M - $9.79M
|
1.56M
$530M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.16K+ 0.55% |
$1.53M - $1.68M
|
951K
$323M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.42KNew |
$419K - $462K
|
1.42K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.75K+ 46.13% |
$517K - $570K
|
5.53K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.48K- 6.98% |
$732K - $808K
|
33K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12K+ 910.53% |
$3.56M - $3.92M
|
13.3K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-421- 2.24% |
$125K - $137K
|
18.3K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
567+ 22.24% |
$168K - $185K
|
3.12K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 374.24% |
$1.42M - $1.57M
|
6.09K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.6K+ 59.06% |
$1.95M - $2.15M
|
17.8K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
817+ 54.47% |
$242K - $267K
|
2.32K
$789K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
684+ 41.56% |
$202K - $223K
|
2.33K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.9K+ 126.38% |
$5.3M - $5.84M
|
32.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-68- 0.62% |
$20.1K - $22.2K
|
10.9K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.25KNew |
$369K - $407K
|
1.25K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.21K+ 7.52% |
$1.84M - $2.02M
|
88.7K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.59K- 62.51% |
$470K - $519K
|
953
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
944New |
$279K - $308K
|
944
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-430- 0.6% |
$127K - $140K
|
71.5K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
28.7K+ 3.7% |
$8.49M - $9.36M
|
804K
$274M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-176- 1.09% |
$52.1K - $57.4K
|
16K
$5.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.09KNew |
$1.5M - $1.66M
|
5.09K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
40+ 0.34% |
$11.8K - $13.1K
|
11.7K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53New |
$15.7K - $17.3K
|
53
$18K
|