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, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.1K+ 26.41% |
$13.3M - $14.7M
|
216K
$73.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.33KNew |
$393K - $433K
|
1.33K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
42+ 420.0% |
$12.4K - $13.7K
|
52
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.68K+ 5.54% |
$793K - $875K
|
51.1K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
13K+ 86.91% |
$3.85M - $4.24M
|
28K
$9.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
667+ 74.53% |
$197K - $218K
|
1.56K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-675K- 27.73% |
$200M - $220M
|
1.76M
$596M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.37KNew |
$700K - $772K
|
2.37K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
175K+ 54.63% |
$51.8M - $57.1M
|
495K
$168M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
718New |
$212K - $234K
|
718
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.04KNew |
$1.49M - $1.64M
|
5.04K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200+ 50.0% |
$59.2K - $65.3K
|
600
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.2K+ 37.43% |
$9.51M - $10.5M
|
118K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.58K- 29.23% |
$1.65M - $1.82M
|
13.5K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
90+ 8.05% |
$26.6K - $29.4K
|
1.21K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
314+ 10.27% |
$92.9K - $102K
|
3.37K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
4.1KNew |
$1.21M - $1.34M
|
4.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 2.53% |
$592 - $653
|
81
$27.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
535+ 21.42% |
$158K - $175K
|
3.03K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
33.6K+ 61.32% |
$9.94M - $11M
|
88.4K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8New |
$2.37K - $2.61K
|
8
$2.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-54- 23.79% |
$16K - $17.6K
|
173
$58.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$592 - $653
|
2
$678
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-92- 6.37% |
$27.2K - $30K
|
1.35K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.25KNew |
$369K - $407K
|
1.25K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 20.72% |
$391K - $431K
|
7.7K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.23K+ 51.23% |
$661K - $729K
|
6.59K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
452+ 0.07% |
$134K - $147K
|
685K
$232M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-823- 3.04% |
$243K - $269K
|
26.2K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
85.1K+ 13.93% |
$25.2M - $27.8M
|
696K
$236M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
661+ 16.06% |
$196K - $216K
|
4.78K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
93New |
$27.5K - $30.3K
|
93
$31.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
580+ 3.28% |
$172K - $189K
|
18.3K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-222- 7.26% |
$65.7K - $72.4K
|
2.84K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-924- 9.03% |
$273K - $302K
|
9.31K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 287.78% |
$3M - $3.3M
|
13.6K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
11.5K+ 75.21% |
$3.39M - $3.74M
|
26.7K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.48KNew |
$1.03M - $1.14M
|
3.48K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-592- 0.41% |
$175K - $193K
|
144K
$48.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
39.8K+ 2479.27% |
$11.8M - $13M
|
41.4K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
181New |
$53.5K - $59.1K
|
181
$61.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.18K+ 73.81% |
$349K - $385K
|
2.78K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.02K+ 80.17% |
$303K - $334K
|
2.3K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-6.4K- 60.95% |
$1.89M - $2.09M
|
4.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.11K+ 1103.39% |
$2.7M - $2.97M
|
9.94K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-2.2K- 52.38% |
$651K - $718K
|
2K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13.8K+ 0.51% |
$4.09M - $4.52M
|
2.75M
$933M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-115- 3.8% |
$34K - $37.5K
|
2.91K
$986K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 2.91% |
$10.7K - $11.7K
|
1.28K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.99K+ 28.04% |
$2.07M - $2.28M
|
31.9K
$10.8M
|