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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
452+ 11.22% |
$134K - $147K
|
4.48K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$1.78K - $1.96K
|
6
$2.03K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-500- 4.28% |
$148K - $163K
|
11.2K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.77KNew |
$2.3M - $2.54M
|
7.77K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
121+ 1.06% |
$35.8K - $39.5K
|
11.5K
$3.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-500- 0.91% |
$148K - $163K
|
54.2K
$18.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.58K+ 120.3% |
$2.24M - $2.47M
|
13.9K
$4.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-49- 5.52% |
$14.5K - $16K
|
839
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
170+ 2.94% |
$50.3K - $55.5K
|
5.95K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.04KNew |
$308K - $340K
|
1.04K
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
19.8K+ 7.27% |
$5.85M - $6.46M
|
292K
$98.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.77% |
$1.78K - $1.96K
|
781
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
12.7K+ 1274200.0% |
$3.77M - $4.16M
|
12.7K
$4.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
331New |
$97.9K - $108K
|
331
$112K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-855- 9.38% |
$253K - $279K
|
8.26K
$2.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-425- 6.53% |
$126K - $139K
|
6.08K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
41+ 3.37% |
$12.1K - $13.4K
|
1.26K
$427K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.06KNew |
$313K - $345K
|
1.06K
$359K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 91.67% |
$9.76K - $10.8K
|
69
$23.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
67+ 10.77% |
$19.8K - $21.9K
|
689
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-2.27K- 1.17% |
$672K - $741K
|
191K
$64.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-347- 2.32% |
$103K - $113K
|
14.6K
$4.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 200.0% |
$4.73K - $5.22K
|
24
$8.13K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4K+ 5.48% |
$1.18M - $1.3M
|
77K
$26.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-10- 0.1% |
$2.96K - $3.26K
|
9.79K
$3.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.93K- 5.01% |
$867K - $957K
|
55.5K
$18.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-77- 8.5% |
$22.8K - $25.1K
|
829
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.1K+ 9.28% |
$325K - $358K
|
12.9K
$4.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.79K+ 12.73% |
$529K - $584K
|
15.8K
$5.37M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.59% |
$29.6K - $32.6K
|
6.4K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
531+ 30.75% |
$157K - $173K
|
2.26K
$765K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-60- 1.39% |
$17.8K - $19.6K
|
4.26K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4New |
$1.18K - $1.31K
|
4
$1.36K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-261- 2.44% |
$77.2K - $85.2K
|
10.4K
$3.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.8K+ 265.25% |
$829K - $914K
|
3.86K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 101.67% |
$18K - $19.9K
|
121
$41K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9New |
$2.66K - $2.94K
|
9
$3.05K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
156+ 75.36% |
$46.2K - $50.9K
|
363
$123K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$296 - $326
|
1
$339
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 38.12% |
$643K - $709K
|
3.53K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 51.92% |
$7.99K - $8.81K
|
79
$26.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$296 - $326
|
1
$339
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-51- 6.72% |
$15.1K - $16.6K
|
708
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-61- 2.62% |
$18K - $19.9K
|
2.27K
$769K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
144+ 16.74% |
$42.6K - $47K
|
1K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
40+ 0.15% |
$11.8K - $13.1K
|
26.3K
$8.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-32- 0.6% |
$9.47K - $10.4K
|
5.31K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-25.1K- 22.83% |
$7.42M - $8.19M
|
84.8K
$28.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.09K+ 3.05% |
$322K - $355K
|
36.7K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.05K- 9.57% |
$309K - $341K
|
9.88K
$3.35M
|