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 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.21K+ 70.19% |
$357K - $394K
|
2.93K
$993K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.06K- 6.72% |
$906K - $999K
|
42.5K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.4K+ 2.14% |
$3.09M - $3.41M
|
497K
$169M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
209+ 6.02% |
$61.8K - $68.2K
|
3.68K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
2.49KNew |
$738K - $814K
|
2.49K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.05K+ 2.7% |
$1.49M - $1.65M
|
192K
$65M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
103+ 2.66% |
$30.5K - $33.6K
|
3.98K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-4.03K- 9.4% |
$1.19M - $1.32M
|
38.9K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
770+ 102.12% |
$228K - $251K
|
1.52K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
49+ 2.22% |
$14.5K - $16K
|
2.25K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-42- 0.79% |
$12.4K - $13.7K
|
5.27K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.92K+ 56.47% |
$1.16M - $1.28M
|
10.9K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
279+ 9.29% |
$82.5K - $91K
|
3.28K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-70- 5.77% |
$20.7K - $22.8K
|
1.14K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
102K+ 9.3% |
$30.2M - $33.4M
|
1.2M
$407M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-424- 9.18% |
$125K - $138K
|
4.2K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18+ 0.53% |
$5.33K - $5.87K
|
3.43K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-216- 12.85% |
$63.9K - $70.5K
|
1.47K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.45KNew |
$429K - $473K
|
1.45K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.51K+ 29.6% |
$448K - $494K
|
6.63K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.33K+ 6.67% |
$395K - $435K
|
21.3K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 1.96% |
$439K - $484K
|
77.2K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.06K+ 202.68% |
$313K - $345K
|
1.58K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 25.73% |
$1.54M - $1.7M
|
25.5K
$8.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-574- 4.85% |
$170K - $187K
|
11.3K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.35K- 8.2% |
$399K - $441K
|
15.1K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
810New |
$240K - $264K
|
810
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
12New |
$3.55K - $3.92K
|
12
$4.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
611+ 492.74% |
$181K - $199K
|
735
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-142- 17.38% |
$42K - $46.3K
|
675
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-83- 56.85% |
$24.6K - $27.1K
|
63
$21.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18+ 41.86% |
$5.33K - $5.87K
|
61
$20.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
226+ 2.91% |
$66.9K - $73.7K
|
8K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-51- 5.97% |
$15.1K - $16.6K
|
803
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.87KNew |
$2.62M - $2.89M
|
8.87K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.95% |
$1.78K - $1.96K
|
636
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
337+ 3.79% |
$99.7K - $110K
|
9.24K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
72.2K+ 160.48% |
$21.4M - $23.5M
|
117K
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.37KNew |
$701K - $773K
|
2.37K
$803K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
915+ 16.94% |
$271K - $299K
|
6.32K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.11K+ 79.03% |
$1.81M - $1.99M
|
13.8K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44New |
$13K - $14.4K
|
44
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.09K- 22.9% |
$323K - $356K
|
3.67K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.9K- 17.16% |
$12.4M - $13.7M
|
202K
$68.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
84+ 1.82% |
$24.9K - $27.4K
|
4.7K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-674- 6.33% |
$199K - $220K
|
9.97K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 2.98% |
$12.1K - $13.4K
|
1.34K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
564+ 1.69% |
$167K - $184K
|
33.9K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.19K+ 13.49% |
$351K - $387K
|
9.97K
$3.38M
|