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 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-37- 0.71% |
$10.9K - $12.1K
|
5.16K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
256+ 2.16% |
$75.7K - $83.5K
|
12.1K
$3.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-544- 13.93% |
$161K - $178K
|
3.36K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-38- 1.9% |
$11.2K - $12.4K
|
1.97K
$621K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-221- 7.53% |
$65.4K - $72.1K
|
2.71K
$857K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
70+ 1.6% |
$20.7K - $22.8K
|
4.45K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 5.71% |
$1.78K - $1.96K
|
111
$35.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
278+ 13.14% |
$82.2K - $90.7K
|
2.39K
$756K
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
4.85KNew |
$1.43M - $1.58M
|
4.85K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.09% |
$296 - $326
|
1.12K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
641+ 1.91% |
$190K - $209K
|
34.1K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
56+ 15.69% |
$16.6K - $18.3K
|
413
$130K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-695- 7.73% |
$206K - $227K
|
8.29K
$2.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
61+ 27.48% |
$18K - $19.9K
|
283
$89.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 7.18% |
$118K - $131K
|
5.97K
$1.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
117+ 6.1% |
$34.6K - $38.2K
|
2.03K
$643K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-105- 9.21% |
$31.1K - $34.3K
|
1.04K
$327K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 111.11% |
$2.96K - $3.26K
|
19
$6K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 15.38% |
$3.96K - $4.41K
|
77
$24.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-108- 1.77% |
$30.5K - $34K
|
6.01K
$1.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-549- 25.87% |
$155K - $173K
|
1.57K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 1.22% |
$2.54K - $2.84K
|
731
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
834New |
$236K - $263K
|
834
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
663+ 5.58% |
$187K - $209K
|
12.5K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 7.74% |
$28.3K - $31.5K
|
1.19K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-11.4K- 33.2% |
$3.23M - $3.6M
|
23K
$7.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-41.4K- 29.55% |
$11.7M - $13.1M
|
98.8K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-11- 0.25% |
$3.11K - $3.47K
|
4.42K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
4New |
$1.13K - $1.26K
|
4
$1.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-52- 4.35% |
$14.7K - $16.4K
|
1.14K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.41KNew |
$681K - $759K
|
2.41K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 17.39% |
$1.13K - $1.26K
|
19
$6K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
922New |
$261K - $290K
|
922
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17+ 0.52% |
$4.81K - $5.36K
|
3.27K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-205- 3.56% |
$57.9K - $64.6K
|
5.55K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-62- 5.64% |
$17.5K - $19.5K
|
1.04K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-5.79K- 6.78% |
$1.64M - $1.82M
|
79.6K
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.7K+ 24.11% |
$763K - $851K
|
13.9K
$4.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
89.4K+ 3.65% |
$25.3M - $28.2M
|
2.54M
$801M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62+ 4.28% |
$17.5K - $19.5K
|
1.51K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
350New |
$98.9K - $110K
|
350
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 25.0% |
$283 - $315
|
5
$1.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
705New |
$199K - $222K
|
705
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
854New |
$241K - $269K
|
854
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
771New |
$218K - $243K
|
771
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-6- 0.75% |
$1.7K - $1.89K
|
790
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 26.98% |
$4.81K - $5.36K
|
46
$14.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
706+ 13.63% |
$200K - $222K
|
5.89K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57New |
$16.1K - $18K
|
57
$18K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 25.64% |
$283K - $315K
|
2.9K
$916K
|
|