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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
112+ 2.06% |
$31.6K - $37.5K
|
5.54K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
581+ 20.6% |
$164K - $194K
|
3.4K
$962K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-796- 8.68% |
$225K - $266K
|
8.38K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 66.67% |
$565 - $669
|
5
$1.41K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
110New |
$31.1K - $36.8K
|
110
$31.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 12.92% |
$3.43M - $4.07M
|
106K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-414- 25.41% |
$117K - $139K
|
1.22K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
760+ 2.11% |
$215K - $254K
|
36.7K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.31K- 2.94% |
$653K - $774K
|
76.3K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.86K- 17.9% |
$1.66M - $1.96M
|
26.9K
$7.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
185+ 29.6% |
$52.3K - $61.9K
|
810
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-61- 5.42% |
$17.2K - $20.4K
|
1.06K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-439- 3.32% |
$124K - $147K
|
12.8K
$3.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17New |
$4.8K - $5.69K
|
17
$4.81K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
60+ 4.32% |
$16.9K - $20.1K
|
1.45K
$410K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.9K- 6.56% |
$5.05M - $5.99M
|
255K
$72.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.02K- 16.13% |
$1.42M - $1.68M
|
26.1K
$7.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
9.37KNew |
$2.65M - $3.13M
|
9.37K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.78KNew |
$1.63M - $1.94M
|
5.78K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-169- 4.63% |
$47.7K - $56.6K
|
3.48K
$985K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.52% |
$1.13K - $1.34K
|
765
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$6.5K - $7.7K
|
23
$6.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 54.79% |
$11.3K - $13.4K
|
33
$9.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
738+ 5.54% |
$208K - $247K
|
14.1K
$3.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-42- 1.43% |
$11.9K - $14.1K
|
2.91K
$822K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
93+ 6.66% |
$26.3K - $31.1K
|
1.49K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.17KNew |
$331K - $392K
|
1.17K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.26% |
$3.11K - $3.68K
|
4.2K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
112+ 172.31% |
$31.6K - $37.5K
|
177
$50.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
32+ 0.1% |
$9.04K - $10.7K
|
32.9K
$9.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
669New |
$189K - $224K
|
669
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
8.69KNew |
$2.45M - $2.91M
|
8.69K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3+ 0.17% |
$847 - $1K
|
1.81K
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
215+ 6.44% |
$60.7K - $72K
|
3.56K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.82K+ 284.66% |
$514K - $609K
|
2.46K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-197- 3.79% |
$55.7K - $65.9K
|
5K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.32% |
$282 - $335
|
77
$21.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-200- 2.11% |
$56.5K - $66.9K
|
9.29K
$2.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$565 - $669
|
2
$566
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
821New |
$232K - $275K
|
821
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5+ 27.78% |
$1.41K - $1.67K
|
23
$6.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$565 - $669
|
698
$197K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.26% |
$565 - $669
|
774
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
19+ 1.79% |
$5.37K - $6.36K
|
1.08K
$305K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$847 - $1K
|
4
$1.13K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-125- 6.5% |
$39.1K - $44.8K
|
1.8K
$508K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37- 1.1% |
$11.6K - $13.3K
|
3.33K
$941K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
965+ 1.27% |
$302K - $346K
|
77.1K
$21.8M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 40.0% |
$625 - $718
|
7
$1.98K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 2.3% |
$10.9K - $12.6K
|
1.56K
$441K
|
|