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
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
863
+ 28.78%
$148K - $180K
3.86K $1.32M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-261
- 8.66%
$44.9K - $54.6K
2.75K $938K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
152
+ 58.02%
$26.1K - $31.8K
414 $141K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-116
- 3.87%
$20K - $24.3K
2.88K $982K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

SELL
 -
-4
- 66.67%
$688 - $836
2 $682
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
196
New
$33.7K - $41K
196 $66.8K
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

SELL
 -
-24
- 6.98%
$4.13K - $5.02K
320 $109K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 14.29%
$172 - $209
6 $2.04K
Q1 2023
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
442
New
$80.1K - $113K
442 $151K
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
BUY
 -
1.08K
New
$196K - $277K
1.08K $368K
May 15, 2023 Q1 2023
Caxton Associates LP

New York, NY
BUY
 -
4.14K
New
$750K - $1.06M
4.14K $1.41M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
SELL
 -
-7.95K
- 34.35%
$1.44M - $2.04M
15.2K $5.18M
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
16
New
$2.9K - $4.11K
16 $5.45K
May 12, 2023 Q1 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
273
+ 9100.0%
$49.5K - $70.1K
276 $94.1K
May 11, 2023 Q1 2023
Loomis Sayles & CO L P

SELL
 -
-590
- 0.4%
$107K - $151K
146K $49.8M
May 11, 2023 Q1 2023
Artisan Partners Limited Partnership

Milwaukee, WI
SELL
 -
-298K
- 88.09%
$54.1M - $76.6M
40.4K $13.8M
May 11, 2023 Q1 2023
M&G Investment Management LTD

London, X0
BUY
 -
16K
+ 12.74%
$2.9M - $4.11M
142K $48.3M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
29
New
$5.26K - $7.44K
29 $9.88K
May 08, 2023 Q1 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
392K
New
$71.1M - $101M
392K $134M
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-81
- 92.05%
$14.7K - $20.8K
7 $2.39K
May 03, 2023 Q1 2023
Van Eck Associates Corp

BUY
 -
2.29K
+ 283.5%
$414K - $586K
3.09K $1.05M
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
183
+ 3.0%
$33.2K - $47K
6.29K $2.14M
May 02, 2023 Q1 2023
Schubert & CO

SELL
 -
-3
- 20.0%
$544 - $770
12 $4.09K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
5
New
$906 - $1.28K
5 $1.7K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8
New
$1.45K - $2.05K
8 $2.73K
Apr 24, 2023 Q1 2023
Mackenzie Financial Corp

Toronto Ontario, A6
SELL
 -
-1.32K
- 36.94%
$239K - $339K
2.25K $768K
Q4 2022
May 24, 2023 Q4 2022
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
300
New
$62.7K - $75K
300 $102K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-9
- 5.06%
$1.88K - $2.25K
169 $57.6K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-13
- 1.14%
$2.72K - $3.25K
1.13K $384K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
286K
New
$59.7M - $71.4M
286K $97.3M
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
SELL
 -
-42
- 4.23%
$8.78K - $10.5K
951 $324K
Feb 14, 2023 Q4 2022
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 -
5.53K
New
$1.16M - $1.38M
5.53K $1.88M
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
11
New
$2.3K - $2.75K
11 $3.75K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-2.57K
- 47.81%
$537K - $642K
2.81K $956K
Feb 14, 2023 Q4 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-313
- 7.68%
$65.4K - $78.2K
3.76K $1.28M
Feb 14, 2023 Q4 2022
Tcw Group Inc

SELL
 -
-22.1K
- 37.09%
$4.61M - $5.51M
37.4K $12.7M
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
331
New
$69.2K - $82.7K
331 $113K
Feb 14, 2023 Q4 2022
Alberta Investment Management Corp

Edmonton, A0
SELL
 -
-14.6K
- 73.42%
$3.06M - $3.65M
5.29K $1.8M
Feb 14, 2023 Q4 2022
Point72 Middle East Fze

Stamford, CT
BUY
 -
1.34K
New
$281K - $336K
1.34K $458K
Feb 13, 2023 Q4 2022
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
513
+ 29.21%
$107K - $128K
2.27K $773K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
2
New
$418 - $500
2 $682
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1
New
$209 - $250
1 $341
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1
New
$209 - $250
1 $341
Feb 07, 2023 Q4 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1
+ 0.07%
$209 - $250
1.52K $517K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

SELL
 -
-4
- 5.41%
$836 - $1K
70 $23.9K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
65
+ 209.68%
$13.6K - $16.2K
96 $32.7K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
39
+ 3.1%
$8.15K - $9.75K
1.3K $443K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
100
New
$20.9K - $25K
100 $34.1K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
980
New
$205K - $245K
980 $334K

Track Institutional and Insider Activities on MORN

Follow Morningstar, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MORN shares.

Notify only if

Insider Trading

Get notified when an Morningstar, Inc. insider buys or sells MORN shares.

Notify only if

News

Receive news related to Morningstar, Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MORN