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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
156+ 30.23% |
$39.8K - $49K
|
672
$187K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
105KNew |
$26.9M - $33.1M
|
105K
$29.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62K+ 90.07% |
$414K - $510K
|
3.43K
$953K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-705- 5.47% |
$180K - $221K
|
12.2K
$3.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.6K+ 27.06% |
$1.68M - $2.07M
|
31K
$8.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
669New |
$171K - $210K
|
669
$186K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9- 0.5% |
$2.3K - $2.83K
|
1.79K
$499K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
75+ 1.28% |
$19.1K - $23.5K
|
5.94K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2New |
$511 - $628
|
2
$557
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
59+ 590.0% |
$15.1K - $18.5K
|
69
$19.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3+ 0.44% |
$766 - $942
|
681
$190K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
146+ 12.36% |
$37.3K - $45.8K
|
1.33K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.99% |
$2.04K - $2.51K
|
819
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148+ 46.54% |
$37.8K - $46.5K
|
466
$130K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
730New |
$186K - $229K
|
730
$203K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 1.81% |
$287K - $353K
|
61K
$17M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
25.5K+ 134.21% |
$7.2M - $8.54M
|
44.5K
$12.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-953- 93.98% |
$269K - $319K
|
61
$17K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 22.96% |
$17.5K - $20.8K
|
208
$57.9K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9+ 1.34% |
$2.54K - $3.01K
|
683
$190K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.9K+ 11.1% |
$3.08M - $3.66M
|
109K
$30.4M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$565 - $669
|
2
$557
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
500+ 26.88% |
$141K - $167K
|
2.36K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.2K+ 2.15% |
$12.5M - $14.8M
|
2.1M
$585M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.5KNew |
$2.68M - $3.18M
|
9.5K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 34.21% |
$7.34K - $8.7K
|
50
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
947New |
$268K - $317K
|
947
$264K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 37.84% |
$11.9K - $14.1K
|
153
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.32K- 15.47% |
$938K - $1.11M
|
18.1K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-281- 2.63% |
$79.4K - $94.1K
|
10.4K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
53.3K+ 498.25% |
$15.1M - $17.9M
|
64K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-387K- 29.69% |
$109M - $130M
|
916K
$255M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
81New |
$22.9K - $27.1K
|
81
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7K+ 604.48% |
$4.16M - $4.93M
|
17.2K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.62KNew |
$1.02M - $1.21M
|
3.62K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-127K- 75.4% |
$35.8M - $42.4M
|
41.3K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-165- 9.68% |
$46.6K - $55.2K
|
1.54K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.4K+ 389.4% |
$2.95M - $3.49M
|
13.1K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.38KNew |
$671K - $796K
|
2.38K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 106.81% |
$5.41M - $6.41M
|
37.1K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-5.65K- 0.43% |
$1.6M - $1.89M
|
1.3M
$362M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-284- 1.09% |
$80.2K - $95.1K
|
25.7K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-25.9K- 3.75% |
$7.32M - $8.67M
|
664K
$185M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
55.6K+ 4970.84% |
$15.7M - $18.6M
|
56.7K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.9K+ 803.65% |
$4.79M - $5.67M
|
19.1K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.23K+ 73.56% |
$2.61M - $3.09M
|
21.8K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$1.41K - $1.67K
|
5
$1.39K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.28KNew |
$1.77M - $2.1M
|
6.28K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.96KNew |
$1.12M - $1.33M
|
3.96K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.37K+ 0.99% |
$2.36M - $2.8M
|
850K
$237M
|
|