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 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-13K- 46.23% |
$3.67M - $4.35M
|
15.1K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.29K- 3.07% |
$365K - $433K
|
40.8K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.85K+ 16.39% |
$521K - $618K
|
13.1K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 1.46% |
$226K - $268K
|
54K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-57- 0.9% |
$16.1K - $19.1K
|
6.3K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-486- 3.08% |
$137K - $163K
|
15.3K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.95K- 8.21% |
$550K - $652K
|
21.8K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41+ 820.0% |
$11.6K - $13.7K
|
46
$13K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
82+ 10.49% |
$23.2K - $27.4K
|
864
$244K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-523- 3.25% |
$148K - $175K
|
15.5K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
128KNew |
$36.1M - $42.7M
|
128K
$36.1M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
500+ 22.15% |
$141K - $167K
|
2.76K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$282 - $335
|
1
$283
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-118K- 60.53% |
$33.2M - $39.3M
|
76.6K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-372- 9.52% |
$105K - $125K
|
3.53K
$999K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3New |
$847 - $1K
|
3
$848
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7+ 0.9% |
$1.98K - $2.34K
|
782
$221K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
86+ 0.89% |
$24.3K - $28.8K
|
9.7K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-647- 11.35% |
$183K - $217K
|
5.05K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
255+ 3.75% |
$72K - $85.4K
|
7.06K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 20.0% |
$282 - $335
|
6
$1.7K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$282 - $335
|
4.15K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 6.48% |
$35K - $41.5K
|
1.79K
$506K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.12K+ 1766.67% |
$599K - $710K
|
2.24K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
191+ 10.49% |
$54K - $63.9K
|
2.01K
$569K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.47KNew |
$1.55M - $1.83M
|
5.47K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94.6K- 40.68% |
$26.7M - $31.7M
|
138K
$39M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-278- 18.23% |
$78.5K - $93.1K
|
1.25K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.27K+ 1.17% |
$641K - $760K
|
196K
$55.6M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.83K+ 4017.06% |
$1.93M - $2.29M
|
7K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 42.11% |
$2.26K - $2.68K
|
27
$7.64K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-143K- 5.11% |
$40.4M - $47.9M
|
2.66M
$752M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
153+ 6.79% |
$43.2K - $51.2K
|
2.41K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
20.1K+ 13.38% |
$5.67M - $6.72M
|
170K
$48.1M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-99- 4.47% |
$28K - $33.1K
|
2.12K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
140+ 19.58% |
$39.5K - $46.9K
|
855
$242K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
216+ 16.24% |
$61K - $72.3K
|
1.55K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-112- 8.87% |
$31.6K - $37.5K
|
1.15K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
474+ 131.3% |
$134K - $159K
|
835
$236K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
966New |
$273K - $323K
|
966
$273K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.78KNew |
$504K - $597K
|
1.78K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-45- 0.08% |
$12.7K - $15.1K
|
56.6K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
605+ 5.95% |
$171K - $203K
|
10.8K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.68K- 17.55% |
$476K - $564K
|
7.91K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$282 - $335
|
926
$262K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
211+ 3.09% |
$59.6K - $70.6K
|
7.03K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
383+ 11.23% |
$108K - $128K
|
3.79K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
744+ 14.61% |
$210K - $249K
|
5.84K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-636- 21.19% |
$180K - $213K
|
2.37K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
656+ 24.15% |
$185K - $220K
|
3.37K
$954K
|