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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16KNew |
$611K - $724K
|
2.16K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-365- 12.88% |
$103K - $122K
|
2.47K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-72- 1.21% |
$20.3K - $24.1K
|
5.87K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
38.5KNew |
$10.9M - $12.9M
|
38.5K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
303+ 3.65% |
$85.6K - $101K
|
8.6K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.7K+ 453.82% |
$3.59M - $4.25M
|
15.5K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
253K+ 88.0% |
$71.5M - $84.7M
|
541K
$153M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 4.46% |
$33.9K - $40.2K
|
2.57K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200+ 25.0% |
$56.5K - $66.9K
|
1K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.43K+ 2.3% |
$685K - $812K
|
108K
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.07KNew |
$1.43M - $1.7M
|
5.07K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-15- 2.06% |
$4.24K - $5.02K
|
713
$202K
|
|
|
May 15, 2025
Q1 2025
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
11.4K+ 12.67% |
$3.22M - $3.82M
|
101K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.7K- 7.77% |
$762K - $903K
|
32K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
2.66K+ 16.02% |
$752K - $891K
|
19.3K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
8.06K+ 60.89% |
$2.28M - $2.7M
|
21.3K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.6K+ 75.72% |
$1.58M - $1.87M
|
13K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-202K- 14.69% |
$57M - $67.6M
|
1.17M
$332M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.77KNew |
$499K - $591K
|
1.77K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-985- 4.49% |
$278K - $330K
|
20.9K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.92KNew |
$541K - $641K
|
1.92K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.95K+ 2474.79% |
$832K - $986K
|
3.06K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
556New |
$157K - $186K
|
556
$157K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
1.24KNew |
$351K - $415K
|
1.24K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.38KNew |
$673K - $797K
|
2.38K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.3KNew |
$6.57M - $7.79M
|
23.3K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.1K+ 183.69% |
$6.8M - $8.05M
|
37.2K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.51K+ 58.15% |
$426K - $505K
|
4.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-5.65K- 0.43% |
$1.6M - $1.89M
|
1.3M
$368M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 6.55% |
$19.2K - $22.8K
|
970
$274K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.77K+ 519.11% |
$2.48M - $2.94M
|
10.5K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 4.0% |
$133K - $157K
|
12.2K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
34+ 23.61% |
$9.6K - $11.4K
|
178
$50.3K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-221- 40.77% |
$62.4K - $74K
|
321
$90.8K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 9.12% |
$305K - $362K
|
12.9K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
197+ 91.63% |
$55.7K - $65.9K
|
412
$117K
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-2.68K- 41.3% |
$758K - $898K
|
3.82K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
698New |
$197K - $234K
|
698
$197K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
76.9K+ 212.26% |
$21.7M - $25.7M
|
113K
$32M
|
|
|
May 15, 2025
Q1 2025
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-617- 0.48% |
$174K - $207K
|
128K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
37.5K+ 1513.38% |
$10.6M - $12.6M
|
40K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.72K- 3.17% |
$767K - $909K
|
83K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
60.6KNew |
$17.1M - $20.3M
|
60.6K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
39.3K+ 688.92% |
$11.1M - $13.2M
|
45.1K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
14.9K+ 2302.32% |
$4.21M - $4.99M
|
15.5K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.45K+ 250.79% |
$1.26M - $1.49M
|
6.22K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
71.1K+ 345.15% |
$20.1M - $23.8M
|
91.7K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
700New |
$198K - $234K
|
700
$198K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
48+ 6.58% |
$13.6K - $16.1K
|
777
$220K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 34.38% |
$3.11K - $3.68K
|
21
$5.94K
|