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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
66New |
$14.5K - $19.1K
|
66
$22.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
716+ 8.93% |
$158K - $207K
|
8.74K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 34.78% |
$44K - $57.8K
|
375
$128K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$1.54K - $2.02K
|
7
$2.39K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$220 - $289
|
1
$341
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-34- 1.78% |
$7.48K - $9.82K
|
1.87K
$638K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
400New |
$88K - $116K
|
400
$136K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.34KNew |
$2.05M - $2.7M
|
9.34K
$3.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 60.0% |
$660 - $867
|
8
$2.73K
|
|
|
Jan 11, 2024
Q4 2023
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-2.5K- 25.0% |
$550K - $722K
|
7.5K
$2.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-113- 12.42% |
$24.9K - $32.6K
|
797
$272K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
218KNew |
$42.2M - $55.6M
|
218K
$74.1M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$1.94K - $2.55K
|
10
$3.41K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-124Closed |
$24.1K - $31.7K
|
0
$0
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
802+ 106.79% |
$156K - $205K
|
1.55K
$529K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
517+ 9.71% |
$100K - $132K
|
5.84K
$1.99M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6.22K- 79.76% |
$1.21M - $1.59M
|
1.58K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$194 - $255
|
1
$341
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-36.1K- 92.84% |
$7.01M - $9.23M
|
2.79K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.16K- 43.87% |
$1.58M - $2.08M
|
10.4K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
1.3KNew |
$252K - $332K
|
1.3K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$262K - $345K
|
1.35K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8- 0.34% |
$1.55K - $2.04K
|
2.31K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.68KNew |
$715K - $941K
|
3.68K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 16.67% |
$194 - $255
|
5
$1.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.56KNew |
$497K - $654K
|
2.56K
$873K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
96New |
$18.6K - $24.5K
|
96
$32.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15New |
$2.91K - $3.83K
|
15
$5.11K
|
|
|
Nov 07, 2023
Q3 2023
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-2.93K- 5.09% |
$568K - $748K
|
54.6K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-654- 34.81% |
$127K - $167K
|
1.23K
$417K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-141- 3.64% |
$27.4K - $36K
|
3.73K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 4.69% |
$5.43K - $7.15K
|
569
$194K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$194 - $255
|
62
$21.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
3New |
$582 - $766
|
3
$1.02K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$2.13K - $2.81K
|
11
$3.75K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$3.3K - $4.34K
|
17
$5.79K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.13KNew |
$413K - $544K
|
2.13K
$725K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$388 - $511
|
6
$2.04K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1KNew |
$194K - $255K
|
1K
$341K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 14.29% |
$1.55K - $2.04K
|
48
$16.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 44.38% |
$310K - $377K
|
5.87K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
5KNew |
$860K - $1.05M
|
5K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
13New |
$2.24K - $2.72K
|
13
$4.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
493+ 46.6% |
$84.8K - $103K
|
1.55K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.43KNew |
$590K - $717K
|
3.43K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.2K+ 28.3% |
$207K - $251K
|
5.45K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$1.72M - $2.09M
|
10K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
665+ 4.04% |
$114K - $139K
|
17.1K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
22.3KNew |
$3.83M - $4.66M
|
22.3K
$7.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.31K- 7.83% |
$1.09M - $1.32M
|
74.3K
$25.3M
|
|