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 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
$854K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.4KNew |
$177K - $200K
|
1.4K
$396K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
105New |
$13.2K - $14.9K
|
105
$29.7K
|
|
|
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
$207M
|
|
|
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
$17.5K
|
|