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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7Closed |
$1.79K - $2.43K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03KClosed |
$1.79M - $2.44M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
627New |
$160K - $217K
|
627
$214K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.51KClosed |
$1.15M - $1.56M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.92KClosed |
$1M - $1.36M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.24KClosed |
$316K - $429K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-278Closed |
$70.9K - $96.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-972Closed |
$248K - $337K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-89Closed |
$22.7K - $30.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6Closed |
$1.47K - $1.69K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-887Closed |
$217K - $250K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$2.44K - $2.81K
|
10
$3.41K
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-7.49KClosed |
$1.83M - $2.11M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-776Closed |
$190K - $218K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.49KClosed |
$609K - $701K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.55KNew |
$378K - $436K
|
1.55K
$528K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-22Closed |
$5.37K - $6.19K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-2.77KClosed |
$639K - $733K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.16KClosed |
$730K - $838K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.96KClosed |
$452K - $518K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
26New |
$6.01K - $6.9K
|
26
$8.86K
|
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-186Closed |
$43K - $49.3K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1KClosed |
$231K - $265K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11.5KClosed |
$2.66M - $3.05M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-718Closed |
$166K - $190K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-928Closed |
$214K - $246K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.63KClosed |
$1.07M - $1.23M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11Closed |
$2.54K - $2.92K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$4.62K - $5.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-61Closed |
$14.1K - $16.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.39KClosed |
$551K - $633K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-950Closed |
$219K - $252K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488Closed |
$106K - $123K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15Closed |
$3.25K - $3.79K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-8Closed |
$1.73K - $2.02K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$649 - $758
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-902Closed |
$195K - $228K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
83New |
$18K - $21K
|
83
$28.3K
|
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-867Closed |
$188K - $219K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Premier Fund Managers LTD
|
SELL
|
- |
-27.1KClosed |
$5.85M - $6.83M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.39KClosed |
$734K - $857K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 8.0% |
$21.6K - $25.3K
|
1.15K
$392K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6Closed |
$1.3K - $1.52K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-43Closed |
$9.31K - $10.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.95K - $2.27K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-127Closed |
$27.5K - $32.1K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.2KClosed |
$476K - $556K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.01KClosed |
$218K - $255K
|
0
$0
|
|