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 14, 2023
Q4 2022
|
Tcw Group Inc
|
SELL
|
- |
-22.1K- 37.09% |
$4.61M - $5.51M
|
37.4K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-313- 7.68% |
$65.4K - $78.2K
|
3.76K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.57K- 47.81% |
$537K - $642K
|
2.81K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$2.3K - $2.75K
|
11
$3.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.53KNew |
$1.16M - $1.38M
|
5.53K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
286KNew |
$59.7M - $71.4M
|
286K
$79.5M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
331New |
$69.2K - $82.7K
|
331
$92.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13- 1.14% |
$2.72K - $3.25K
|
1.13K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.34KNew |
$281K - $336K
|
1.34K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-42- 4.23% |
$8.78K - $10.5K
|
951
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
513+ 29.21% |
$107K - $128K
|
2.27K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2New |
$418 - $500
|
2
$557
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$209 - $250
|
1
$278
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1New |
$209 - $250
|
1
$278
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$209 - $250
|
1.52K
$422K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 3.1% |
$8.15K - $9.75K
|
1.3K
$362K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 209.68% |
$13.6K - $16.2K
|
96
$26.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$20.9K - $25K
|
100
$27.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
980New |
$205K - $245K
|
980
$273K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
25+ 2.05% |
$5.23K - $6.25K
|
1.25K
$347K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
57New |
$11.9K - $14.2K
|
57
$15.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
31.1K+ 8.88% |
$6.51M - $7.79M
|
382K
$106M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$2.09K - $2.5K
|
10
$2.78K
|
|
| Q3 2022 | |||||||
|
Aug 15, 2023
Q3 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
49.1KNew |
$10.3M - $12.8M
|
49.1K
$13.7M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
17+ 36.96% |
$3.57K - $4.42K
|
63
$17.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
297+ 23.22% |
$62.4K - $77.2K
|
1.58K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
SELL
|
- |
-1.43K- 17.08% |
$299K - $371K
|
6.92K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
9New |
$1.89K - $2.34K
|
9
$2.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.09K+ 5.48% |
$858K - $1.06M
|
78.8K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
2.57K+ 0.25% |
$540K - $668K
|
1.03M
$287M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$1.47K - $1.82K
|
7
$1.95K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.9% |
$3.78K - $4.68K
|
1.98K
$552K
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
850New |
$178K - $221K
|
850
$237K
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
SELL
|
- |
-884- 31.87% |
$186K - $230K
|
1.89K
$526K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
120New |
$25.2K - $31.2K
|
120
$33.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
13New |
$2.73K - $3.38K
|
13
$3.62K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
115New |
$24.1K - $29.9K
|
115
$32K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1- 5.26% |
$210 - $260
|
18
$5.01K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1- 0.03% |
$210 - $260
|
3.52K
$981K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$321K - $397K
|
1.53K
$425K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.37% |
$840 - $1.04K
|
1.07K
$299K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
84New |
$18.8K - $24.5K
|
84
$23.4K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200New |
$44.7K - $58.2K
|
200
$55.7K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-12Closed |
$2.68K - $3.49K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-35KClosed |
$7.82M - $10.2M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-88Closed |
$19.7K - $25.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-57KClosed |
$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
$424K
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-775Closed |
$173K - $226K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
177+ 6.66% |
$39.6K - $51.5K
|
2.83K
$789K
|
|