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
Jan 27, 2023 Q4 2022
Btc Capital Management, Inc.

BUY
 -
25
+ 2.05%
$5.23K - $6.25K
1.25K $425K
Jan 25, 2023 Q4 2022
Riverview Trust CO

BUY
 -
57
New
$11.9K - $14.2K
57 $19.4K
Jan 19, 2023 Q4 2022
Pendal Group LTD

BUY
 -
31.1K
+ 8.88%
$6.51M - $7.79M
382K $130M
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
10
New
$2.09K - $2.5K
10 $3.41K
Jan 11, 2023 Q4 2022
Cedar Mountain Advisors, LLC

BUY
 -
1
+ 1.33%
$209 - $250
76 $25.9K
Q3 2022
Aug 15, 2023 Q3 2022
Vgi Partners LTD

Sydney, Nsw, C3
BUY
 -
49.1K
New
$10.3M - $12.8M
49.1K $16.7M
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
17
+ 36.96%
$3.57K - $4.42K
63 $21.5K
Nov 17, 2022 Q3 2022
Grandeur Peak Global Advisors, LLC

Salt Lake City, UT
SELL
 -
-2.08K
- 33.12%
$436K - $540K
4.2K $1.43M
Nov 14, 2022 Q3 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
297
+ 23.22%
$62.4K - $77.2K
1.58K $537K
Nov 14, 2022 Q3 2022
Voloridge Investment Management, LLC

Jupiter, FL
BUY
 -
5.86K
New
$1.23M - $1.52M
5.86K $2M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
4.09K
+ 5.48%
$858K - $1.06M
78.8K $26.8M
Nov 14, 2022 Q3 2022
Aviva PLC

SELL
 -
-1.43K
- 17.08%
$299K - $371K
6.92K $2.36M
Nov 14, 2022 Q3 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
9
New
$1.89K - $2.34K
9 $3.07K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
7
New
$1.47K - $1.82K
7 $2.39K
Nov 09, 2022 Q3 2022
Group One Trading, L.P.

Chicago, IL
BUY
 -
850
New
$178K - $221K
850 $290K
Nov 09, 2022 Q3 2022
Navellier & Associates Inc

Reno, NV
SELL
 -
-18
- 0.9%
$3.78K - $4.68K
1.98K $676K
Nov 01, 2022 Q3 2022
Jennison Associates LLC

SELL
 -
-884
- 31.87%
$186K - $230K
1.89K $644K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
120
New
$25.2K - $31.2K
120 $40.9K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
13
New
$2.73K - $3.38K
13 $4.43K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
115
New
$24.1K - $29.9K
115 $39.2K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

SELL
 -
-1
- 5.26%
$210 - $260
18 $6.13K
Oct 21, 2022 Q3 2022
Twin Capital Management Inc

SELL
 -
-1
- 0.03%
$210 - $260
3.52K $1.2M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
1.53K
New
$321K - $397K
1.53K $521K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

SELL
 -
-4
- 0.37%
$840 - $1.04K
1.07K $366K
Q2 2022
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
84
New
$18.8K - $24.5K
84 $28.6K
Aug 18, 2022 Q2 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
200
New
$44.7K - $58.2K
200 $68.2K
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-12
Closed
$2.68K - $3.49K
0 $0
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-88
Closed
$19.7K - $25.6K
0 $0
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-35K
Closed
$7.82M - $10.2M
0 $0
Aug 15, 2022 Q2 2022
Pelham Global Financials LTD

London, X0
SELL
 -
-3.2K
- 4.18%
$716K - $932K
73.4K $25M
Aug 15, 2022 Q2 2022
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-1
- 0.12%
$224 - $291
861 $293K
Aug 15, 2022 Q2 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-775
Closed
$173K - $226K
0 $0
Aug 15, 2022 Q2 2022
Engle Capital Management, L.P.

Greenwich, CT
SELL
 -
-57K
Closed
$12.7M - $16.6M
0 $0
Aug 15, 2022 Q2 2022
Lmr Partners LLP

London, X0
SELL
 -
-2.71K
- 63.99%
$605K - $788K
1.52K $519K
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
177
+ 6.66%
$39.6K - $51.5K
2.83K $965K
Aug 12, 2022 Q2 2022
Fil LTD

Hamilton, D0
BUY
 -
499
New
$112K - $145K
499 $170K
Aug 12, 2022 Q2 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-3.88K
- 32.92%
$866K - $1.13M
7.9K $2.69M
Aug 12, 2022 Q2 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
1.63K
New
$365K - $476K
1.63K $557K
Aug 12, 2022 Q2 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
100
New
$22.4K - $29.1K
100 $34.1K
Aug 11, 2022 Q2 2022
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
948
New
$212K - $276K
948 $323K
Aug 11, 2022 Q2 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
384
+ 24.68%
$85.9K - $112K
1.94K $661K
Aug 11, 2022 Q2 2022
Krane Funds Advisors LLC

New York, NY
SELL
 -
-282
- 19.49%
$63.1K - $82.1K
1.17K $397K
Aug 10, 2022 Q2 2022
Btg Pactual Global Asset Management LTD

New York, NY
SELL
 -
-5.64K
Closed
$1.26M - $1.64M
0 $0
Aug 10, 2022 Q2 2022
Fiera Capital Corp

Montreal, A8
BUY
 -
70
+ 1.66%
$15.7K - $20.4K
4.3K $1.46M
Aug 10, 2022 Q2 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-2.38K
Closed
$533K - $694K
0 $0
Aug 09, 2022 Q2 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
518
New
$116K - $151K
518 $177K
Aug 09, 2022 Q2 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.01K
Closed
$226K - $294K
0 $0
Aug 08, 2022 Q2 2022
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-57
- 5.88%
$12.7K - $16.6K
913 $311K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-2
Closed
$447 - $582
0 $0

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