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, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
105New |
$13.2K - $14.9K
|
105
$35.6K
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-200Closed |
$25.2K - $28.5K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8Closed |
$1.01K - $1.14K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 18, 2018
Q1 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.65KClosed |
$330K - $369K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-82Closed |
$7.42K - $8.29K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
731KNew |
$60.5M - $71.3M
|
731K
$248M
|
|
|
Feb 14, 2018
Q4 2017
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-3.48KClosed |
$288K - $339K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-28KClosed |
$2.31M - $2.73M
|
0
$0
|
|
|
Jan 11, 2018
Q4 2017
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-267Closed |
$22.1K - $26K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 17, 2017
Q3 2017
|
City Holding CO
|
BUY
|
- |
62New |
$4.95K - $5.27K
|
62
$21K
|
|