Latest Institutional Transactions on Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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
Oct 08, 2024 Q3 2024
Fcf Advisors LLC

BUY
 -
4.85K
New
$1.43M - $1.58M
4.85K $1.37M
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
61
+ 27.48%
$18K - $19.9K
283 $80K
Q2 2024
Jan 27, 2025 Q2 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
4.33K
+ 216450.0%
$1.22M - $1.36M
4.33K $1.22M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-14
- 15.38%
$3.96K - $4.41K
77 $21.8K
Aug 14, 2024 Q2 2024
Utah Retirement Systems

Salt Lake City, UT
SELL
 -
-11
- 0.25%
$3.11K - $3.47K
4.42K $1.25M
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-9
- 1.22%
$2.54K - $2.84K
731 $207K
Aug 13, 2024 Q2 2024
Fora Capital, LLC

Miami, FL
BUY
 -
922
New
$261K - $290K
922 $261K
Aug 13, 2024 Q2 2024
Cramer Rosenthal Mcglynn LLC

Greenwich, CT
SELL
 -
-5.79K
- 6.78%
$1.64M - $1.82M
79.6K $22.5M
Aug 13, 2024 Q2 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
2.7K
+ 24.11%
$763K - $851K
13.9K $3.93M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
89.4K
+ 3.65%
$25.3M - $28.2M
2.54M $717M
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
771
New
$218K - $243K
771 $218K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-17
- 26.98%
$4.81K - $5.36K
46 $13K
Aug 09, 2024 Q2 2024
Black Creek Investment Management Inc.

Toronto, A6
SELL
 -
-1K
- 25.64%
$283K - $315K
2.9K $820K
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
20
+ 6.15%
$5.65K - $6.3K
345 $97.6K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
14
+ 0.23%
$3.96K - $4.41K
6.13K $1.73M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
13
New
$3.67K - $4.1K
13 $3.68K
Aug 05, 2024 Q2 2024
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.43K
New
$404K - $450K
1.43K $404K
Aug 05, 2024 Q2 2024
Strs Ohio

SELL
 -
-32
- 0.69%
$9.04K - $10.1K
4.6K $1.3M
Aug 01, 2024 Q2 2024
Versor Investments LP

BUY
 -
3.5K
New
$989K - $1.1M
3.5K $990K
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
38.2K
New
$10.8M - $12M
38.2K $10.8M
Jul 30, 2024 Q2 2024
Bcgm Wealth Management, LLC

SELL
 -
-40
- 0.89%
$11.3K - $12.6K
4.46K $1.26M
Jul 29, 2024 Q2 2024
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
24
New
$6.78K - $7.56K
24 $6.79K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
53
New
$15K - $16.7K
53 $15K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
117
New
$33.1K - $36.9K
117 $33.1K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
120
New
$33.9K - $37.8K
120 $33.9K
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

SELL
 -
-7
- 3.93%
$1.98K - $2.21K
171 $48.4K
Jul 18, 2024 Q2 2024
Coronation Fund Managers Ltd.

Cape Town, T3
SELL
 -
-7.68K
- 21.44%
$2.17M - $2.42M
28.1K $7.96M
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
25
New
$7.07K - $7.88K
25 $7.07K
Jul 15, 2024 Q2 2024
Securian Asset Management, Inc

SELL
 -
-124
- 5.63%
$35K - $39.1K
2.08K $588K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
2
+ 0.88%
$565 - $630
230 $65K
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
400
New
$113K - $126K
400 $113K
Q1 2024
May 14, 2025 Q1 2024
Norges Bank

Oslo, Q8
BUY
 -
305K
New
$83M - $94.8M
305K $86.3M
Jul 22, 2024 Q1 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 50.0%
$544 - $621
6 $1.7K
Jun 20, 2024 Q1 2024
Hm Payson & CO

Portland, ME
SELL
 -
-200
- 25.0%
$54.4K - $62.1K
600 $170K
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 PUT
2K
+ 66.67%
$544K - $621K
5K $1.41M
May 15, 2024 Q1 2024
Scientech Research LLC

Jersey City, NJ
BUY
 -
3.28K
New
$893K - $1.02M
3.28K $928K
May 14, 2024 Q1 2024
Macquarie Group LTD

Australia, C3
BUY
 -
16
New
$4.35K - $4.97K
16 $4.52K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
1K
New
$272K - $311K
1K $283K
May 14, 2024 Q1 2024
Peak6 Investments LLC

Chicago, IL
BUY
 CALL
3.9K
New
$1.06M - $1.21M
3.9K $1.1M
May 14, 2024 Q1 2024
Pearl River Capital, LLC

Niles, MI
BUY
 -
1.17K
New
$319K - $365K
1.17K $332K
May 14, 2024 Q1 2024
Maven Securities LTD

St Helier, Y9
BUY
 -
1.3K
New
$354K - $404K
1.3K $368K
May 13, 2024 Q1 2024
American International Group, Inc.

New York, NY
SELL
 -
-712
- 2.01%
$194K - $221K
34.7K $9.81M
May 13, 2024 Q1 2024
Cibc World Markets Corp

New York, NY
BUY
 -
6.39K
New
$1.74M - $1.98M
6.39K $1.81M
May 13, 2024 Q1 2024
State Of Wyoming

Cheyenne, WY
BUY
 -
328
New
$89.2K - $102K
328 $92.8K
May 13, 2024 Q1 2024
Capitolis Liquid Global Markets LLC

New York, NY
BUY
 -
19K
New
$5.17M - $5.9M
19K $5.37M
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
328
+ 0.69%
$89.2K - $102K
47.9K $13.6M
May 10, 2024 Q1 2024
Ing Groep Nv

BUY
 -
14K
New
$3.81M - $4.35M
14K $3.96M
May 09, 2024 Q1 2024
Inceptionr LLC

Lafayette, CA
BUY
 -
1.14K
+ 103.72%
$311K - $355K
2.25K $635K
May 09, 2024 Q1 2024
Tortoise Investment Management, LLC

BUY
 -
9
New
$2.45K - $2.8K
9 $2.55K

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