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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-736Closed |
$165K - $214K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-906- 28.52% |
$203K - $264K
|
2.27K
$774K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
23New |
$5.14K - $6.7K
|
23
$7.84K
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
BUY
|
- |
369+ 6.4% |
$82.5K - $107K
|
6.13K
$2.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-150Closed |
$33.5K - $43.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.8K- 27.69% |
$402K - $524K
|
4.7K
$1.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
40New |
$8.94K - $11.6K
|
40
$13.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-46Closed |
$10.3K - $13.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-605Closed |
$135K - $176K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-300Closed |
$67.1K - $87.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-916Closed |
$205K - $267K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$3.58K - $4.66K
|
16
$5.45K
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-4.5KClosed |
$1.01M - $1.31M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3New |
$671 - $873
|
3
$1.02K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-143Closed |
$32K - $41.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
74.1KNew |
$16.6M - $21.6M
|
74.1K
$25.2M
|
|
| Q1 2022 | |||||||
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.3KClosed |
$2.62M - $3.45M
|
0
$0
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
991New |
$253K - $333K
|
991
$338K
|
|
|
May 16, 2022
Q1 2022
|
Northern Right Capital Management, L.P.
Darien, CT |
SELL
|
- |
-55KClosed |
$14.1M - $18.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.39KClosed |
$867K - $1.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
76.6KNew |
$19.6M - $25.7M
|
76.6K
$26.1M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.7KClosed |
$3.76M - $4.94M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.29KClosed |
$329K - $433K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
65New |
$16.6K - $21.8K
|
65
$22.2K
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-983Closed |
$251K - $330K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-45Closed |
$11.5K - $15.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-650Closed |
$166K - $218K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
50+ 40.0% |
$12.8K - $16.8K
|
175
$59.6K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
40New |
$10.2K - $13.4K
|
40
$13.6K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-43- 4.75% |
$11K - $14.4K
|
863
$294K
|
|
|
May 12, 2022
Q1 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-5.3KClosed |
$1.35M - $1.78M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-15.6KClosed |
$3.99M - $5.24M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.05% |
$256 - $336
|
1.97K
$672K
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
137KNew |
$35.1M - $46.1M
|
137K
$46.8M
|
|
|
May 11, 2022
Q1 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-700Closed |
$179K - $235K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-627Closed |
$160K - $211K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
135New |
$34.5K - $45.4K
|
135
$46K
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-899Closed |
$230K - $302K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-2.5KClosed |
$639K - $840K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-612Closed |
$156K - $206K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4.6KClosed |
$1.17M - $1.54M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-730Closed |
$187K - $245K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Iridian Asset Management LLC
|
SELL
|
- |
-4.03KClosed |
$1.03M - $1.35M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
516+ 21.64% |
$132K - $173K
|
2.9K
$988K
|
|
|
Apr 21, 2022
Q1 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.2KClosed |
$307K - $403K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
76New |
$19.4K - $25.5K
|
76
$25.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-706Closed |
$180K - $237K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
141New |
$36K - $48.9K
|
141
$48K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-905Closed |
$231K - $314K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.3KClosed |
$842K - $1.14M
|
0
$0
|
|