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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-315- 2.33% |
$93.2K - $103K
|
13.2K
$4.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
423+ 1.71% |
$125K - $138K
|
25.1K
$8.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 2.44% |
$7.4K - $8.16K
|
1K
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
925New |
$274K - $302K
|
925
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
900New |
$266K - $294K
|
900
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
407+ 14.15% |
$120K - $133K
|
3.28K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.95K+ 111.95% |
$873K - $963K
|
5.59K
$1.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
57+ 7.35% |
$16.9K - $18.6K
|
832
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
6.01K+ 16.88% |
$1.78M - $1.96M
|
41.6K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.01% |
$296 - $326
|
9.72K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
676New |
$200K - $221K
|
676
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 31.75% |
$5.92K - $6.53K
|
83
$28.1K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.38K- 13.31% |
$703K - $775K
|
15.5K
$5.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93+ 17.48% |
$27.5K - $30.3K
|
625
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.85% |
$29.6K - $32.6K
|
5.52K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 93.62% |
$26K - $28.7K
|
182
$61.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
143+ 6.8% |
$42.3K - $46.7K
|
2.25K
$761K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$296 - $326
|
25
$8.47K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 1.17% |
$29.6K - $32.6K
|
8.45K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
315+ 2.12% |
$93.2K - $103K
|
15.2K
$5.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 6.12% |
$3.55K - $3.92K
|
184
$62.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-387- 35.7% |
$114K - $126K
|
697
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$296 - $326
|
1
$339
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
61.6KNew |
$18.2M - $20.1M
|
61.6K
$20.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-61- 5.08% |
$18K - $19.9K
|
1.14K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.35% |
$29.6K - $32.6K
|
7.5K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11- 9.4% |
$3.25K - $3.59K
|
106
$35.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29+ 2.4% |
$8.58K - $9.46K
|
1.24K
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-164- 17.75% |
$48.5K - $53.5K
|
760
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.21% |
$888 - $979
|
1.45K
$492K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-633- 4.66% |
$187K - $207K
|
13K
$4.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$592 - $653
|
1.81K
$612K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5New |
$1.48K - $1.63K
|
5
$1.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 1.98% |
$2.37K - $2.61K
|
396
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
63+ 2.59% |
$18.6K - $20.6K
|
2.5K
$847K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.06K+ 1.97% |
$611K - $674K
|
107K
$36.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21- 1.45% |
$6.21K - $6.85K
|
1.43K
$484K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
345+ 5.72% |
$102K - $113K
|
6.38K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 71.42% |
$501K - $553K
|
678
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.14K- 3.23% |
$2.7M - $2.98M
|
273K
$92.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
636New |
$188K - $208K
|
636
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-246- 0.42% |
$72.8K - $80.3K
|
58.2K
$19.7M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
93New |
$27.5K - $30.3K
|
93
$31.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
139+ 125.23% |
$41.1K - $45.4K
|
250
$84.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.38K+ 38.37% |
$705K - $778K
|
8.59K
$2.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
108+ 29.67% |
$32K - $35.2K
|
472
$160K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-37- 0.71% |
$10.9K - $12.1K
|
5.16K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
256+ 2.16% |
$75.7K - $83.5K
|
12.1K
$4.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-544- 13.93% |
$161K - $178K
|
3.36K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-221- 7.53% |
$65.4K - $72.1K
|
2.71K
$919K
|