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 18, 2020
Q4 2019
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.78KClosed |
$255K - $289K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-2.3KClosed |
$329K - $373K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-37Closed |
$5.3K - $6.01K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-2.3KClosed |
$329K - $373K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-159Closed |
$22.8K - $25.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.51KClosed |
$217K - $246K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-140Closed |
$20K - $22.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$14.3K - $16.2K
|
100
$33.9K
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$1.07M - $1.22M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
- |
-2.25KClosed |
$322K - $365K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-2.77KClosed |
$396K - $450K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-1.83KClosed |
$261K - $296K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100Closed |
$14.3K - $16.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Aug 13, 2024
Q3 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-48Closed |
$6.96K - $7.76K
|
0
$0
|
|
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-300KClosed |
$43.5M - $48.5M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-2.29KClosed |
$331K - $369K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5Closed |
$725 - $808
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.85KClosed |
$413K - $461K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.8KClosed |
$406K - $452K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-2KClosed |
$290K - $323K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2K- 50.0% |
$290K - $323K
|
2K
$678K
|
|
|
Oct 23, 2019
Q3 2019
|
Clean Yield Group
|
SELL
|
- |
-131Closed |
$19K - $21.2K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-14Closed |
$2.03K - $2.26K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-25KClosed |
$3.19M - $3.71M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.88KClosed |
$622K - $724K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-9.06KClosed |
$1.16M - $1.34M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2Closed |
$255 - $297
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-20Closed |
$2.55K - $2.97K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-252Closed |
$32.1K - $37.4K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Inc
|
SELL
|
- |
-18KClosed |
$2.3M - $2.67M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-231Closed |
$29.4K - $34.3K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.37KClosed |
$430K - $500K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.6KClosed |
$204K - $237K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-63Closed |
$8.03K - $9.34K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wbi Investments, Inc.
|
SELL
|
- |
-37.8KClosed |
$4.82M - $5.61M
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-94Closed |
$12K - $13.9K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31Closed |
$3.95K - $4.6K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9Closed |
$1.15K - $1.33K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Ibex Investors LLC
|
SELL
|
- |
-1.96KClosed |
$211K - $249K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Parametrica Management LTD
|
SELL
|
- |
-3.01KClosed |
$324K - $383K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.37KClosed |
$256K - $302K
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-90Closed |
$9.7K - $11.4K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-245Closed |
$26.4K - $31.2K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-4.47KClosed |
$472K - $584K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-97Closed |
$10.2K - $12.7K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-876Closed |
$92.4K - $114K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-20Closed |
$2.11K - $2.61K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-160- 5.03% |
$16.9K - $20.9K
|
3.02K
$1.02M
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.4KNew |
$177K - $200K
|
1.4K
$475K
|
|