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 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-45- 0.08% |
$12.7K - $15.1K
|
56.6K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
605+ 5.95% |
$171K - $203K
|
10.8K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.78KNew |
$504K - $597K
|
1.78K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$282 - $335
|
926
$258K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
211+ 3.09% |
$59.6K - $70.6K
|
7.03K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
383+ 11.23% |
$108K - $128K
|
3.79K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
744+ 14.61% |
$210K - $249K
|
5.84K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-636- 21.19% |
$180K - $213K
|
2.37K
$658K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
656+ 24.15% |
$185K - $220K
|
3.37K
$939K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
34New |
$9.6K - $11.4K
|
34
$9.46K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-76- 22.96% |
$21.5K - $25.4K
|
255
$71K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-217- 99.54% |
$61.3K - $72.6K
|
1
$278
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.8K+ 762.89% |
$1.64M - $1.94M
|
6.56K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.68KNew |
$757K - $897K
|
2.68K
$746K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-3.07K- 71.89% |
$868K - $1.03M
|
1.2K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.72KNew |
$486K - $576K
|
1.72K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
484+ 59.24% |
$137K - $162K
|
1.3K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54+ 1.86% |
$15.3K - $18.1K
|
2.96K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129+ 6.21% |
$36.4K - $43.2K
|
2.21K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.69K- 74.55% |
$1.04M - $1.24M
|
1.26K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-33.1K- 19.42% |
$9.36M - $11.1M
|
138K
$38.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-297- 9.13% |
$83.9K - $99.4K
|
2.96K
$823K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
216+ 5.6% |
$61K - $72.3K
|
4.08K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
259+ 24.16% |
$73.2K - $86.7K
|
1.33K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-489- 41.51% |
$138K - $164K
|
689
$192K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.11KNew |
$596K - $706K
|
2.11K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25New |
$7.06K - $8.37K
|
25
$6.96K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
150+ 205.48% |
$42.4K - $50.2K
|
223
$62.1K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.75KNew |
$494K - $585K
|
1.75K
$487K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-59- 92.19% |
$16.7K - $19.7K
|
5
$1.39K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-154K- 15.16% |
$43.5M - $51.6M
|
862K
$240M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
84+ 31.0% |
$23.7K - $28.1K
|
355
$98.8K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$2.54K - $3.01K
|
9
$2.51K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
30New |
$8.47K - $10K
|
30
$8.35K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-530- 2.05% |
$150K - $177K
|
25.3K
$7.04M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
152+ 5066.67% |
$42.9K - $50.9K
|
155
$43.1K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 3.76% |
$391K - $463K
|
38.2K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
676+ 4.07% |
$191K - $226K
|
17.3K
$4.82M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 6.22% |
$28.2K - $33.5K
|
1.51K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27+ 4.08% |
$7.63K - $9.04K
|
689
$192K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5New |
$1.41K - $1.67K
|
5
$1.39K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-367- 2.57% |
$104K - $123K
|
13.9K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11New |
$3.11K - $3.68K
|
11
$3.06K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-250- 5.62% |
$70.6K - $83.7K
|
4.2K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-90- 1.12% |
$25.4K - $30.1K
|
7.98K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
111+ 9.75% |
$31.4K - $37.2K
|
1.25K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
83New |
$23.4K - $27.8K
|
83
$23.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-19- 90.48% |
$5.37K - $6.36K
|
2
$557
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
49+ 0.95% |
$13.8K - $16.4K
|
5.2K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$1.98K - $2.34K
|
7
$1.95K
|