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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.14K+ 103.72% |
$311K - $355K
|
2.25K
$623K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.16% |
$2.18K - $2.49K
|
5.02K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-357- 14.24% |
$97.1K - $111K
|
2.15K
$596K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6New |
$1.63K - $1.86K
|
6
$1.66K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.76K- 19.49% |
$751K - $858K
|
11.4K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$6.53K - $7.46K
|
24
$6.65K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.2KNew |
$869K - $993K
|
3.2K
$885K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$1.09K - $1.24K
|
4
$1.11K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$4.08K - $4.66K
|
15
$4.16K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.16K+ 12723.53% |
$588K - $672K
|
2.18K
$604K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-55- 42.31% |
$15K - $17.1K
|
75
$20.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
651New |
$177K - $202K
|
651
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5.2KNew |
$1.41M - $1.62M
|
5.2K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
225+ 30.91% |
$61.2K - $69.9K
|
953
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
798New |
$217K - $248K
|
798
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$544 - $621
|
2
$554
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
22New |
$5.98K - $6.84K
|
22
$6.09K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10New |
$2.72K - $3.11K
|
10
$2.77K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
7New |
$1.9K - $2.18K
|
7
$1.94K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
677New |
$184K - $210K
|
677
$188K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.56K- 13.75% |
$1.44M - $1.89M
|
41.1K
$11.4M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.1K - $1.44K
|
5
$1.39K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
166New |
$36.5K - $48K
|
166
$46K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 4.0% |
$22K - $28.9K
|
2.6K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.76% |
$1.1K - $1.44K
|
79
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
6.14KNew |
$1.35M - $1.77M
|
6.14K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7+ 58.33% |
$1.54K - $2.02K
|
19
$5.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
928+ 83.83% |
$204K - $268K
|
2.04K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
912New |
$201K - $263K
|
912
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.7K+ 405.5% |
$2.35M - $3.09M
|
13.3K
$3.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
13KNew |
$2.87M - $3.77M
|
13K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 4.17% |
$220 - $289
|
23
$6.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$6.82K - $8.96K
|
31
$8.59K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
20New |
$4.4K - $5.78K
|
20
$5.54K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
66New |
$14.5K - $19.1K
|
66
$18.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
716+ 8.93% |
$158K - $207K
|
8.74K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 34.78% |
$44K - $57.8K
|
375
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$1.54K - $2.02K
|
7
$1.94K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$220 - $289
|
1
$277
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-34- 1.78% |
$7.48K - $9.82K
|
1.87K
$518K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
400New |
$88K - $116K
|
400
$111K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.34KNew |
$2.05M - $2.7M
|
9.34K
$2.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-2.5K- 25.0% |
$550K - $722K
|
7.5K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-113- 12.42% |
$24.9K - $32.6K
|
797
$221K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$1.94K - $2.55K
|
10
$2.77K
|
|
|
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
$430K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
517+ 9.71% |
$100K - $132K
|
5.84K
$1.62M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6.22K- 79.76% |
$1.21M - $1.59M
|
1.58K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.16K- 43.87% |
$1.58M - $2.08M
|
10.4K
$2.89M
|
|