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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
1.3KNew |
$252K - $332K
|
1.3K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$262K - $345K
|
1.35K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8- 0.34% |
$1.55K - $2.04K
|
2.31K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$194 - $255
|
1
$277
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-36.1K- 92.84% |
$7.01M - $9.23M
|
2.79K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.68KNew |
$715K - $941K
|
3.68K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.56KNew |
$497K - $654K
|
2.56K
$709K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
96New |
$18.6K - $24.5K
|
96
$26.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15New |
$2.91K - $3.83K
|
15
$4.16K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-141- 3.64% |
$27.4K - $36K
|
3.73K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-654- 34.81% |
$127K - $167K
|
1.23K
$339K
|
|
|
Nov 07, 2023
Q3 2023
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-2.93K- 5.09% |
$568K - $748K
|
54.6K
$15.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 4.69% |
$5.43K - $7.15K
|
569
$158K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$194 - $255
|
62
$17.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
3New |
$582 - $766
|
3
$831
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$2.13K - $2.81K
|
11
$3.05K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$3.3K - $4.34K
|
17
$4.71K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.13KNew |
$413K - $544K
|
2.13K
$590K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1KNew |
$194K - $255K
|
1K
$277K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 14.29% |
$1.55K - $2.04K
|
48
$13.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
13New |
$2.24K - $2.72K
|
13
$3.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
5KNew |
$860K - $1.05M
|
5K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 44.38% |
$310K - $377K
|
5.87K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
493+ 46.6% |
$84.8K - $103K
|
1.55K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.43KNew |
$590K - $717K
|
3.43K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$1.72M - $2.09M
|
10K
$2.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
863+ 28.78% |
$148K - $180K
|
3.86K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-261- 8.66% |
$44.9K - $54.6K
|
2.75K
$762K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
152+ 58.02% |
$26.1K - $31.8K
|
414
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-116- 3.87% |
$20K - $24.3K
|
2.88K
$799K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 66.67% |
$688 - $836
|
2
$554
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-24- 6.98% |
$4.13K - $5.02K
|
320
$88.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$172 - $209
|
6
$1.66K
|
|
| Q1 2023 | |||||||
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
442New |
$80.1K - $113K
|
442
$122K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.14KNew |
$750K - $1.06M
|
4.14K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$196K - $277K
|
1.08K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
10KNew |
$1.81M - $2.57M
|
10K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16New |
$2.9K - $4.11K
|
16
$4.43K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
273+ 9100.0% |
$49.5K - $70.1K
|
276
$76.5K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
16K+ 12.74% |
$2.9M - $4.11M
|
142K
$39.3M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-298K- 88.09% |
$54.1M - $76.6M
|
40.4K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29New |
$5.26K - $7.44K
|
29
$8.03K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
392KNew |
$71.1M - $101M
|
392K
$109M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-81- 92.05% |
$14.7K - $20.8K
|
7
$1.94K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.29K+ 283.5% |
$414K - $586K
|
3.09K
$856K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 20.0% |
$544 - $770
|
12
$3.32K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$906 - $1.28K
|
5
$1.39K
|
|
| Q4 2022 | |||||||
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
300New |
$62.7K - $75K
|
300
$83.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9- 5.06% |
$1.88K - $2.25K
|
169
$46.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$2.3K - $2.75K
|
11
$3.05K
|
|