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 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
872New |
$237K - $271K
|
872
$275K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
696New |
$189K - $216K
|
696
$220K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.17KNew |
$319K - $365K
|
1.17K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
16New |
$4.35K - $4.97K
|
16
$5.05K
|
|
|
May 14, 2024
Q1 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.36K - $1.55K
|
26.3K
$8.31M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.3KNew |
$354K - $404K
|
1.3K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.39KNew |
$1.74M - $1.98M
|
6.39K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
19KNew |
$5.17M - $5.9M
|
19K
$6M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-712- 2.01% |
$194K - $221K
|
34.7K
$11M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
328New |
$89.2K - $102K
|
328
$104K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
328+ 0.69% |
$89.2K - $102K
|
47.9K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.84KNew |
$499K - $571K
|
1.84K
$580K
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
14KNew |
$3.81M - $4.35M
|
14K
$4.42M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.14K+ 103.72% |
$311K - $355K
|
2.25K
$710K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9New |
$2.45K - $2.8K
|
9
$2.84K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.16% |
$2.18K - $2.49K
|
5.02K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-357- 14.24% |
$97.1K - $111K
|
2.15K
$679K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6New |
$1.63K - $1.86K
|
6
$1.9K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.76K- 19.49% |
$751K - $858K
|
11.4K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.2KNew |
$869K - $993K
|
3.2K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$6.53K - $7.46K
|
24
$7.58K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$1.09K - $1.24K
|
4
$1.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$4.08K - $4.66K
|
15
$4.74K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-25- 4.15% |
$6.8K - $7.77K
|
577
$182K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.16K+ 12723.53% |
$588K - $672K
|
2.18K
$689K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-55- 42.31% |
$15K - $17.1K
|
75
$23.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
651New |
$177K - $202K
|
651
$206K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5.2KNew |
$1.41M - $1.62M
|
5.2K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
225+ 30.91% |
$61.2K - $69.9K
|
953
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
798New |
$217K - $248K
|
798
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$544 - $621
|
2
$632
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
22New |
$5.98K - $6.84K
|
22
$6.95K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10New |
$2.72K - $3.11K
|
10
$3.16K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
7New |
$1.9K - $2.18K
|
7
$2.21K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
76New |
$20.7K - $23.6K
|
76
$24K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13New |
$3.54K - $4.04K
|
13
$4.11K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
677New |
$184K - $210K
|
677
$214K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.1K - $1.44K
|
5
$1.58K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
166New |
$36.5K - $48K
|
166
$52.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.76% |
$1.1K - $1.44K
|
79
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 4.0% |
$22K - $28.9K
|
2.6K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
912New |
$201K - $263K
|
912
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
6.14KNew |
$1.35M - $1.77M
|
6.14K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7+ 58.33% |
$1.54K - $2.02K
|
19
$6K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
928+ 83.83% |
$204K - $268K
|
2.04K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.7K+ 405.5% |
$2.35M - $3.09M
|
13.3K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 4.17% |
$220 - $289
|
23
$7.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
13KNew |
$2.87M - $3.77M
|
13K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$6.82K - $8.96K
|
31
$9.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
20New |
$4.4K - $5.78K
|
20
$6.32K
|
|